Bidsketch Integrations

Name: Zapier
Availability: InStock

Do more with Bidsketch integrations

Zapier lets you connect Bidsketch with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Asana

Project Management

ActiveCampaign

Marketing Automation

Mailchimp

Email Newsletters

Slack

Team Chat

Zendesk Sell

CRM (Customer Relationship Management)

LeadConnector

Marketing Automation

Stripe (Legacy)

Payment Processing

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Asana

Project Management

ActiveCampaign

Marketing Automation

Mailchimp

Email Newsletters

Slack

Team Chat

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Asana

Project Management

ActiveCampaign

Marketing Automation

Mailchimp

Email Newsletters

Slack

Team Chat

Zendesk Sell

CRM (Customer Relationship Management)

LeadConnector

Marketing Automation

Stripe (Legacy)

Payment Processing

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Bidsketch integrations with Zapier's templates

Add new inbound Gmail leads to Bidsketch as clients [Business Gmail Accounts Only]
Details
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Gmail + Bidsketch
Add approved Bidsketch proposals to Slack as notifications
Details
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Bidsketch + Slack
Add new Drip leads to Bidsketch as clients
Details
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Drip + Bidsketch
Add approved Bidsketch proposals to Trello as project boards
Details
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Bidsketch + Trello
Add approved Bidsketch proposals to Google Sheets as rows
Details
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Bidsketch + Google Sheets
Add approved Bidsketch proposals to Xero as Customers
Premium
Details
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Bidsketch + Xero

Add new inbound Gmail leads to Bidsketch as clients [Business Gmail Accounts Only]

Details

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Gmail + Bidsketch

Add approved Bidsketch proposals to Slack as notifications

Details

Try it

Bidsketch + Slack

Add new Drip leads to Bidsketch as clients

Details

Try it

Drip + Bidsketch

Add approved Bidsketch proposals to Trello as project boards

Details

Try it

Bidsketch + Trello

Add approved Bidsketch proposals to Google Sheets as rows

Details

Try it

Bidsketch + Google Sheets

Add approved Bidsketch proposals to Xero as Customers

Details

Try it

Bidsketch + Xero

Add viewed Bidsketch proposals to Slack as notifications

Details

Try it

Bidsketch + Slack

Add new HubSpot leads to Bidsketch as Clients

Details

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HubSpot + Bidsketch

Add new Pipedrive deals to Bidsketch as proposals

Details

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Pipedrive + Bidsketch

Send Slack messages when Bidsketch proposals are sent

Details

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Bidsketch + Slack

Create QuickBooks customers for accepted or declined Bidsketch proposals

Details

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Bidsketch + QuickBooks Online

Add new subscribers on MailChimp for accepted or declined Bidsketch proposals

Details

Try it

Bidsketch + Mailchimp

Add viewed Bidsketch proposals to Slack as notifications
Details
Try it
Bidsketch + Slack
Add new HubSpot leads to Bidsketch as Clients
Details
Try it
HubSpot + Bidsketch
Add new Pipedrive deals to Bidsketch as proposals
Details
Try it
Pipedrive + Bidsketch
Send Slack messages when Bidsketch proposals are sent
Details
Try it
Bidsketch + Slack
Create QuickBooks customers for accepted or declined Bidsketch proposals
Premium
Details
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Bidsketch + QuickBooks Online
Add new subscribers on MailChimp for accepted or declined Bidsketch proposals
Details
Try it
Bidsketch + Mailchimp

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

New Client
Triggered when a client is created through the API or in the Bidsketch app
Trigger
Instant
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New Proposal
Triggers when a proposal is saved for the first time.
Trigger
Instant
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Proposal Viewed
Triggers each time a proposal is viewed by a client
Trigger
Instant
Try It
- Company Name
- Amount
  Required
- Fee Type
  Required
- Description
  Required
- Unit
- Quantity
- Category
Action
Write

- Status
Trigger
Instant
Try It
Proposal Sent to Client
Triggers each time a proposal is sent to a client
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company Name
- Phone Number
- Alternate Phone Number
- Website
- Address Street
- Address Street 2
- Address City
- Address State
- Address Country
- Address Zip Code
- Notes
Action
Write
- Template
- Company Name
- Client Email
  Required
- Client's First Name
  Required
- Client's Last Name
  Required
- Description
  Required
- Client's Company Name
- Client's Phone Number
Action
Write

Bidsketch Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Bidsketch

Bidsketch helps you create professional proposals in minutes.

HelpHelp

Related categories

Proposal & Invoice Management

Similar apps

Clientary

Proposal & Invoice Management

Zoho Invoice

Proposal & Invoice Management, Zoho

Qwilr

Proposal & Invoice Management

Bidsketch Integrations

Do more with Bidsketch integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Bidsketch integrations with Zapier's templates

Add new inbound Gmail leads to Bidsketch as clients [Business Gmail Accounts Only]

Add approved Bidsketch proposals to Slack as notifications

Add new Drip leads to Bidsketch as clients

Add approved Bidsketch proposals to Trello as project boards

Add approved Bidsketch proposals to Google Sheets as rows

Add approved Bidsketch proposals to Xero as Customers

Add new inbound Gmail leads to Bidsketch as clients [Business Gmail Accounts Only]

Add approved Bidsketch proposals to Slack as notifications

Add new Drip leads to Bidsketch as clients

Add approved Bidsketch proposals to Trello as project boards

Add approved Bidsketch proposals to Google Sheets as rows

Add approved Bidsketch proposals to Xero as Customers

Add viewed Bidsketch proposals to Slack as notifications

Add new HubSpot leads to Bidsketch as Clients

Add new Pipedrive deals to Bidsketch as proposals

Send Slack messages when Bidsketch proposals are sent

Create QuickBooks customers for accepted or declined Bidsketch proposals

Add new subscribers on MailChimp for accepted or declined Bidsketch proposals

Add viewed Bidsketch proposals to Slack as notifications

Add new HubSpot leads to Bidsketch as Clients

Add new Pipedrive deals to Bidsketch as proposals

Send Slack messages when Bidsketch proposals are sent

Create QuickBooks customers for accepted or declined Bidsketch proposals

Add new subscribers on MailChimp for accepted or declined Bidsketch proposals

Supported triggers and actions

Bidsketch Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Bidsketch Integrations

Popular Bidsketch Integrations