Create Bidsketch clients from Typeform responses
Stop retyping lead details after every form submission. Notis can turn a completed Typeform response into a ready-to-use Bidsketch client record.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
New leads sit in Typeform while client records wait for manual entry.
- Reduce duplicate data entry
- Keep new opportunities visible in Bidsketch
- Capture lead context while it is fresh
Setup
Build it in a few focused steps.
- 1Connect Typeform and Bidsketch in Notis once.
- 2Create an automation and describe that each new response should become a Bidsketch client.
- 3Pick the Typeform New Form Response trigger.
- 4Choose where run reports should go.
- 5Test with one real response and review the created client.
Questions about this workflow
What information is used?
Notis uses the information available in the submitted Typeform response and creates the client record from it.
Can I review the result?
Yes. Send run reports to your preferred channel and review the created Bidsketch client.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Bidsketch. A trigger fires from one place; an action lands in another.
Typeform triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
New Form Response
Triggers when a respondent completes and submits the form.
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Typeform and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Bidsketch.