Review Bidsketch client records every week
Keep the client list usable with a short recurring review of records that need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Clients
Tool to retrieve all clients. use when you need to list all clients on the account.
Why this helps
Client data quality declines quietly when cleanup is postponed indefinitely.
- Keep records easier to trust
- Catch duplicates sooner
- Reduce future lookup friction
Setup
Build it in a few focused steps.
- 1Connect Bidsketch in Notis once.
- 2Create an automation that retrieves all clients and reports likely duplicates or missing details.
- 3Choose a recurring Notis schedule.
- 4Choose a report destination.
- 5Run one real review and confirm the report is useful.
Questions about this workflow
Does it delete records?
No. It reports records for review so you can decide what to change.
How often can it run?
Choose the recurring schedule that fits your review routine.
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.