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Notis

Capture qualified subscribers as Bidsketch clients

Give promising new relationships a home before they are forgotten.

Trigger

New YouTube Channel Subscription

Triggers when a new channel is subscribed.

Action

Create Client

Tool to create a client. use when adding a new client record to bidsketch.

Why this helps

New subscription signals can indicate interest but rarely become organized client records.

  • Capture qualified relationships
  • Reduce manual data entry
  • Create a clear next step

Setup

Build it in a few focused steps.

  • 1Connect YouTube and Bidsketch once in Notis.
  • 2Create an automation describing which subscription signals justify a new client record.
  • 3Pick New YouTube Channel Subscription as the trigger.
  • 4Choose where reports go and test with one real subscription event.

Questions about this workflow

Is every subscriber a client?

No. Tell Notis the qualification rules and have it report signals that do not meet them.

What details are available?

Use the details provided by the event and specify any additional information that must be supplied.

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.

TriggerScheduled

Create Client

Tool to create a client. use when adding a new client record to bidsketch.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New YouTube Activity

Triggers when a new activity is detected on a YouTube channel.

TriggerPolling

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.

ActionInstant

New Item in YouTube Playlist

Triggers when a new item is added to a YouTube playlist.

TriggerPolling

Delete Proposal

Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.

ActionInstant

New Playlist in YouTube Channel

Triggers when a new playlist is added to a YouTube channel.

TriggerPolling

Delete Proposal Fee

Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.

ActionInstant

New YouTube Channel Subscription

Triggers when a new channel is subscribed.

TriggerPolling

Delete Proposal Section

Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.

ActionInstant

Delete Section

Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.

ActionInstant

Delete Webhook

Tool to delete a webhook. use after obtaining the webhook id to remove it.

ActionInstant

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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