Match Typeform leads against Bidsketch clients
Know whether an incoming lead is genuinely new before creating records. Notis can compare the response with your Bidsketch client list.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Get Clients
Tool to retrieve all clients. use when you need to list all clients on the account.
Why this helps
Duplicate client records appear when intake submissions are not checked against existing accounts.
- Prevent duplicate records
- Route ambiguous matches for review
- Keep client data cleaner
Setup
Build it in a few focused steps.
- 1Connect Typeform and Bidsketch in Notis once.
- 2Create an automation that retrieves all clients and classifies the response as new, matched, or ambiguous.
- 3Pick the Typeform New Form Response trigger.
- 4Choose where reports should go.
- 5Test with both a known client and a new lead.
Questions about this workflow
Does it create a client automatically?
This workflow focuses on matching and reporting. You can use the result to decide whether creation is appropriate.
What counts as a match?
Notis can compare the identifiers and contact details present in the Typeform response with returned client data.
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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