Bidsketch

Bidsketch Help & Support

  • How to Get Started with Bidsketch on Zapier
  • Popular Things To Do With Bidsketch
  • Common Problems with Bidsketch

How to Get Started with Bidsketch on Zapier

To get started using Bidsketch in your Zapier account, you’ll first need to add your Bidsketch account to Zapier using your Bidsketch API.

When creating your first Zap using Bidsketch, once you’ve decided which app you’d like to create your zap with, you’ll need to decide what trigger and action to perform.

Bidsketch1

Once you’ve done that, we will ask you to add your account by selecting “Connect a different Bidsketch Account” from the drop down menu.

BidSketch2

Next you will need to label your Bidsketch account with a new name.

BidSketch3

In this same modal, you will be given instructions on how to collect your API token from your Bidsketch account. Once you’ve copied your API, paste it into the open text box at the bottom, and click continue.

BidSketch4

After you’ve submitted your API key click “Test This Account” to verify that your API key has been entered correctly and is working. If everything is working, you’ll receive a green “Account is Working” message.

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Popular Things To Do With Bidsketch

Add viewed Bidsketch proposals to Slack as notifications

Bidsketch + Slack

Try It

Add approved Bidsketch proposals to Trello as project boards

Bidsketch + Trello

Add approved Bidsketch proposals to Slack as notifications

Bidsketch + Slack

Add new Pipedrive deals to Bidsketch as proposals

Pipedrive + Bidsketch

Create Bidsketch clients from HubSpot CRM contacts

HubSpot CRM + Bidsketch

Create new Bidsketch clients from new Insightly contacts

Insightly + Bidsketch

Common Problems with Bidsketch

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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