Request a Bidsketch client directory whenever you need it
Get a current client list into your chosen report channel without opening another system.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Clients
Tool to retrieve all clients. use when you need to list all clients on the account.
Why this helps
Manual client list exports interrupt planning and review work.
- Speed up account reviews
- Use current client data
- Reduce export chores
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Bidsketch once in the Notis portal.
- 2Create an automation asking Notis to retrieve the full Bidsketch client list and summarize it.
- 3Choose a webhook trigger.
- 4Select a report channel and test by sending one real request.
Questions about this workflow
Can another system call the webhook?
Yes. Any system that can send the configured HTTP request can start it.
Can Notis summarize the list?
Yes. Include the summary format in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Bidsketch. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
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.
Zendesk 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.