Create Bidsketch clients from WhatsApp inquiries
Keep promising conversations moving by turning a clear WhatsApp inquiry into a client record in Bidsketch.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
Prospect details can get buried in chat threads before anyone has time to add them to the proposal system.
- Capture prospective client details while the conversation is fresh.
- Reduce manual entry after an inbound inquiry.
- Skip creating a record when the message lacks enough identifying details.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Bidsketch once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3In one instruction, ask Notis to create a Bidsketch client from an inbound message when it contains enough contact details, and to flag missing details in the run report.
- 4Pick the New Message Received trigger and choose where run reports should go.
- 5Test with one real inquiry and review the created client.
Questions about this workflow
Will every WhatsApp message create a client?
Your instruction can ask Notis to create a record only when the message contains enough information to identify a prospective client.
Can this work with a message that only says hello?
The instruction can tell Notis to skip client creation when key identifying details are missing and explain that in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Bidsketch. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Whatsapp and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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