Look up the right Bidsketch client
Get the relationship context you need before deciding what a new channel signal means.
Trigger
New YouTube Activity
Triggers when a new activity is detected on a YouTube channel.
Action
Get Client
Tool to get a client by id. use when you need detailed client info after obtaining its id.
Why this helps
Responding without client history creates avoidable follow-up mistakes.
- See client details faster
- Improve response quality
- Avoid searching across tools
Setup
Build it in a few focused steps.
- 1Connect YouTube and Bidsketch once in Notis.
- 2Create an automation asking Notis to identify the matching client and retrieve its details.
- 3Pick New YouTube Activity as the trigger.
- 4Select a report destination and test with one real activity.
Questions about this workflow
Can this work without a client ID?
Yes, if the activity contains enough matching information and your instruction explains how to identify the client.
What happens if several clients match?
Ask Notis to report the candidates instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Youtube to Bidsketch. A trigger fires from one place; an action lands in another.
Youtube 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 YouTube Activity
Triggers when a new activity is detected on a YouTube channel.
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 Item in YouTube Playlist
Triggers when a new item is added to a YouTube playlist.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
New Playlist in YouTube Channel
Triggers when a new playlist is added to a YouTube channel.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
New YouTube Channel Subscription
Triggers when a new channel is subscribed.
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.
Youtube and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.