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HubSpot
Marketing Automation
Mailchimp
Marketing Automation
ActiveCampaign
Marketing Automation
Stripe (Legacy)
Payment Processing
Agile CRM
CRM (Customer Relationship Management)
Keap
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Mailchimp
Marketing Automation
ActiveCampaign
Marketing Automation
Stripe (Legacy)
Payment Processing
Agile CRM
CRM (Customer Relationship Management)
Keap
CRM (Customer Relationship Management)
Asana
Project Management
Copper
CRM (Customer Relationship Management)
Zoho Invoice
Proposal & Invoice Management, Zoho
Join millions worldwide who automate their work using Zapier
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.
- New Client
Triggered when a client is created through the API or in the Bidsketch app
Try ItTriggerInstant - New Proposal
Triggers when a proposal is saved for the first time.
Try ItTriggerInstant - Proposal Viewed
Triggers each time a proposal is viewed by a client
Try ItTriggerInstant - NameRequired
- AmountRequired
- Fee TypeRequired
- DescriptionRequired
- Unit
- Quantity
- Category
ActionWrite
- Status
Try ItTriggerInstant- Proposal Sent to Client
Triggers each time a proposal is sent to a client
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- Email AddressRequired
- Company Name
- Phone Number
- Alternate Phone Number
- Website
- Address Street
- Address Street 2
- Address City
- Address State
- Address Country
- Address Zip Code
- Notes
ActionWrite- Template
- NameRequired
- Client EmailRequired
- Client's First NameRequired
- Client's Last NameRequired
- Description
- Client's Company Name
- Client's Phone Number
ActionWrite
For builders
Let your AI safely access Bidsketch
Go beyond Zap workflows. Install Zapier in your AI to call Bidsketch actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Bidsketch from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Bidsketch actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Bidsketch connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "bidsketch", owner: "me" });
await zapier.runAction({
app: 'bidsketch',
action: 'create_client',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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