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Bidsketch Integrations

Proposal & Invoice Management
Proposal & Invoice Management

Put Bidsketch to work with AI and enterprise-grade automation

Automate smarter with Bidsketch and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email
Start free with email
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Start free with email
Start free with email
Google Logo Continue with Google
  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 8,000+ apps, 450+ AI tools
  • Free tier available
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Or pick an app to pair with
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Integrate Agile CRM with BidsketchIntegrate Agile CRM with Bidsketch
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Integrate Asana with BidsketchIntegrate Asana with Bidsketch
Asana
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Integrate Keap with BidsketchIntegrate Keap with Bidsketch
Keap
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Integrate Pipedrive with BidsketchIntegrate Pipedrive with Bidsketch
Pipedrive
CRM (Customer Relationship Management)
Integrate Mailchimp with BidsketchIntegrate Mailchimp with Bidsketch
Mailchimp
Marketing Automation
Integrate ActiveCampaign with BidsketchIntegrate ActiveCampaign with Bidsketch
ActiveCampaign
Marketing Automation
Integrate Slack with BidsketchIntegrate Slack with Bidsketch
Slack
Team Chat
Integrate Zendesk Sell with BidsketchIntegrate Zendesk Sell with Bidsketch
Zendesk Sell
CRM (Customer Relationship Management)
Integrate Stripe (Legacy) with BidsketchIntegrate Stripe (Legacy) with Bidsketch
Stripe (Legacy)
Payment Processing
Integrate Pipedrive with BidsketchIntegrate Pipedrive with Bidsketch
Pipedrive
CRM (Customer Relationship Management)
Integrate Mailchimp with BidsketchIntegrate Mailchimp with Bidsketch
Mailchimp
Marketing Automation
Integrate ActiveCampaign with BidsketchIntegrate ActiveCampaign with Bidsketch
ActiveCampaign
Marketing Automation
Integrate Slack with BidsketchIntegrate Slack with Bidsketch
Slack
Team Chat
Integrate Zendesk Sell with BidsketchIntegrate Zendesk Sell with Bidsketch
Zendesk Sell
CRM (Customer Relationship Management)
Integrate Stripe (Legacy) with BidsketchIntegrate Stripe (Legacy) with Bidsketch
Stripe (Legacy)
Payment Processing
Integrate Agile CRM with BidsketchIntegrate Agile CRM with Bidsketch
Agile CRM
CRM (Customer Relationship Management)
Integrate Asana with BidsketchIntegrate Asana with Bidsketch
Asana
Project Management
Integrate Keap with BidsketchIntegrate Keap with Bidsketch
Keap
CRM (Customer Relationship Management)

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Launch your first automated workflow

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

    Details
    Try it
    • Gmail logo
    • Bidsketch logo
    Gmail + Bidsketch

  • Add approved Bidsketch proposals to Slack as notifications

    Details
    Try it
    • Bidsketch logo
    • Slack logo
    Bidsketch + Slack

  • Add new Drip leads to Bidsketch as clients

    Details
    Try it
    • Drip logo
    • Bidsketch logo
    Drip + Bidsketch

  • Add approved Bidsketch proposals to Trello as project boards

    Details
    Try it
    • Bidsketch logo
    • Trello logo
    Bidsketch + Trello

  • Add approved Bidsketch proposals to Google Sheets as rows

    Details
    Try it
    • Bidsketch logo
    • Google Sheets logo
    Bidsketch + Google Sheets

  • Add approved Bidsketch proposals to Xero as Customers

    Premium
    Details
    Try it
    • Bidsketch logo
    • Xero logo
    Bidsketch + Xero

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

    Details
    Try it
    • Gmail logo
    • Bidsketch logo
    Gmail + Bidsketch

  • Add approved Bidsketch proposals to Slack as notifications

    Details
    Try it
    • Bidsketch logo
    • Slack logo
    Bidsketch + Slack

  • Add new Drip leads to Bidsketch as clients

    Details
    Try it
    • Drip logo
    • Bidsketch logo
    Drip + Bidsketch

  • Add approved Bidsketch proposals to Trello as project boards

    Details
    Try it
    • Bidsketch logo
    • Trello logo
    Bidsketch + Trello

  • Add approved Bidsketch proposals to Google Sheets as rows

    Details
    Try it
    • Bidsketch logo
    • Google Sheets logo
    Bidsketch + Google Sheets

  • Add approved Bidsketch proposals to Xero as Customers

    Premium
    Details
    Try it
    • Bidsketch logo
    • Xero logo
    Bidsketch + Xero

  • Add viewed Bidsketch proposals to Slack as notifications

    Details
    Try it
    • Bidsketch logo
    • Slack logo
    Bidsketch + Slack

  • Add new HubSpot leads to Bidsketch as Clients

    Details
    Try it
    • HubSpot logo
    • Bidsketch logo
    HubSpot + Bidsketch

  • Add new Pipedrive deals to Bidsketch as proposals

    Details
    Try it
    • Pipedrive logo
    • Bidsketch logo
    Pipedrive + Bidsketch

  • Send Slack messages when Bidsketch proposals are sent

    Details
    Try it
    • Bidsketch logo
    • Slack logo
    Bidsketch + Slack

  • Create QuickBooks customers for accepted or declined Bidsketch proposals

    Premium
    Details
    Try it
    • Bidsketch logo
    • QuickBooks Online logo
    Bidsketch + QuickBooks Online

  • Add new subscribers on MailChimp for accepted or declined Bidsketch proposals

    Details
    Try it
    • Bidsketch logo
    • Mailchimp logo
    Bidsketch + Mailchimp

    • Add viewed Bidsketch proposals to Slack as notifications

      Details
      Try it
      • Bidsketch logo
      • Slack logo
      Bidsketch + Slack

    • Add new HubSpot leads to Bidsketch as Clients

      Details
      Try it
      • HubSpot logo
      • Bidsketch logo
      HubSpot + Bidsketch

    • Add new Pipedrive deals to Bidsketch as proposals

      Details
      Try it
      • Pipedrive logo
      • Bidsketch logo
      Pipedrive + Bidsketch

    • Send Slack messages when Bidsketch proposals are sent

      Details
      Try it
      • Bidsketch logo
      • Slack logo
      Bidsketch + Slack

    • Create QuickBooks customers for accepted or declined Bidsketch proposals

      Premium
      Details
      Try it
      • Bidsketch logo
      • QuickBooks Online logo
      Bidsketch + QuickBooks Online

    • Add new subscribers on MailChimp for accepted or declined Bidsketch proposals

      Details
      Try it
      • Bidsketch logo
      • Mailchimp logo
      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.

    • Bidsketch triggers, actions, and search
      New Client

      Triggered when a client is created through the API or in the Bidsketch app

      Trigger
      Instant
      Try It
    • Bidsketch triggers, actions, and search
      New Proposal

      Triggers when a proposal is saved for the first time.

      Trigger
      Instant
      Try It
    • Bidsketch triggers, actions, and search
      Proposal Viewed

      Triggers each time a proposal is viewed by a client

      Trigger
      Instant
      Try It
      • Name
        Required
      • Amount
        Required
      • Fee Type
        Required
      • Description
        Required
      • Unit
      • Quantity
      • Category
      Action
      Write
      • Status
      Trigger
      Instant
      Try It
    • Bidsketch triggers, actions, and search
      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
      • Name
        Required
      • Client Email
        Required
      • Client's First Name
        Required
      • Client's Last Name
        Required
      • Description
      • Client's Company Name
      • Client's Phone Number
      Action
      Write

    Bidsketch Help & Support

    Common questions

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    Use the Power of AI to Generate Zaps (Beta)

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    bidsketch logo
    About Bidsketch
    Bidsketch helps you create professional proposals in minutes.
    HelpHelp
    Related categories
    Proposal & Invoice Management
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    Popular Bidsketch Integrations

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    Popular Bidsketch Integrations

     

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