Check client records after a new subscription
Know whether a new signal represents a new relationship or an existing one.
Trigger
New YouTube Channel Subscription
Triggers when a new channel is subscribed.
Action
Get Clients
Tool to retrieve all clients. use when you need to list all clients on the account.
Why this helps
Duplicate client records create confusion and weaken follow-up history.
- Reduce duplicate records
- Improve relationship visibility
- Make qualification faster
Setup
Build it in a few focused steps.
- 1Connect YouTube and Bidsketch once in Notis.
- 2Create an automation asking Notis to search clients for a matching relationship and report likely matches.
- 3Pick New YouTube Channel Subscription as the trigger.
- 4Choose a report destination and test with one subscription event.
Questions about this workflow
Does this delete duplicates?
No. It reports likely matches so you can decide what to do.
What matching details should I provide?
Specify the identifiers or naming clues available in your subscription event.
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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No card. Works with personal or business Bidsketch.