Refresh client information from playlist additions
Keep client context current as your team curates resources and examples.
Trigger
New Item in YouTube Playlist
Triggers when a new item is added to a YouTube playlist.
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Useful client-facing resources get added to playlists but never make it into the client record.
- Keep resource context connected
- Reduce manual record updates
- Make client preparation easier
Setup
Build it in a few focused steps.
- 1Connect YouTube and Bidsketch once in Notis.
- 2Create an automation describing which playlist additions should update a client record.
- 3Pick New Item in YouTube Playlist as the trigger.
- 4Choose where reports go and test with one newly added item.
Questions about this workflow
How does Notis know which client to update?
Include the playlist purpose and matching client cues in the instruction.
Can it skip general items?
Yes. Ask Notis to update only items that clearly relate to a named client.
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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