Update Bidsketch clients from Typeform intake updates
When a lead sends corrected details, keep the Bidsketch record aligned without hunting through old submissions.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Client information changes in intake forms but the proposal system keeps the old version.
- Keep contact details current
- Reduce proposal errors
- Avoid manual record searches
Setup
Build it in a few focused steps.
- 1Connect Typeform and Bidsketch in Notis once.
- 2Create an automation that finds the matching client and applies the latest response details.
- 3Pick the Typeform New Form Response trigger.
- 4Choose a report channel for update results.
- 5Test with one response containing a known client update.
Questions about this workflow
Does this create a second client?
The instruction can tell Notis to find the existing matching client before updating it.
What if no match is found?
The run report can flag the response for review instead of guessing.
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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