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Bidsketch Integrations

Proposal & Invoice Management

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Integrate Slack with Bidsketch

Slack

Team Chat
Integrate QuickBooks Online with Bidsketch

QuickBooks Online

Accounting
Integrate HubSpot with Bidsketch

HubSpot

Marketing Automation
Integrate Google Sheets with Bidsketch

Google Sheets

Google, Spreadsheets
Integrate Xero with Bidsketch

Xero

Accounting
Integrate Pipedrive with Bidsketch

Pipedrive

CRM (Customer Relationship Management)
Integrate Asana with Bidsketch

Asana

Project Management
Integrate Trello with Bidsketch

Trello

Project Management
Integrate Mailchimp with Bidsketch

Mailchimp

Email Newsletters
Integrate Slack with Bidsketch

Slack

Team Chat
Integrate QuickBooks Online with Bidsketch

QuickBooks Online

Accounting
Integrate HubSpot with Bidsketch

HubSpot

Marketing Automation
Integrate Google Sheets with Bidsketch

Google Sheets

Google, Spreadsheets
Integrate Xero with Bidsketch

Xero

Accounting
Integrate Pipedrive with Bidsketch

Pipedrive

CRM (Customer Relationship Management)
Integrate Slack with Bidsketch

Slack

Team Chat
Integrate QuickBooks Online with Bidsketch

QuickBooks Online

Accounting
Integrate HubSpot with Bidsketch

HubSpot

Marketing Automation

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Popular ways to use Bidsketch workflows

  • Add viewed Bidsketch proposals to Slack as notifications

    • Bidsketch logo
    • Slack logo
    Bidsketch + Slack
    More details
    1. When this happens

      Step 1: Proposal Viewed

    2. Then do this

      Step 2: Send Channel Message

    Add viewed Bidsketch proposals to Slack as notifications

    Add viewed Bidsketch proposals to Slack as notifications
    • Bidsketch logo
    • Slack logo
    Bidsketch + Slack
  • Add approved Bidsketch proposals to Trello as project boards

    • Bidsketch logo
    • Trello logo
    Bidsketch + Trello
    More details
    1. When this happens

      Step 1: Proposal Accepted or Declined

    2. Then do this

      Step 2: Create Board

  • Add approved Bidsketch proposals to Slack as notifications

    • Bidsketch logo
    • Slack logo
    Bidsketch + Slack
    More details
    1. When this happens

      Step 1: Proposal Accepted or Declined

    2. Then do this

      Step 2: Send Channel Message

  • Add new Pipedrive deals to Bidsketch as proposals

    • Pipedrive logo
    • Bidsketch logo
    Pipedrive + Bidsketch
    More details
    1. When this happens

      Step 1: New Deal

    2. Then do this

      Step 2: Create a Proposal

  • Create Bidsketch clients from new HubSpot contacts

    • HubSpot logo
    • Bidsketch logo
    HubSpot + Bidsketch
    More details
    1. When this happens

      Step 1: New Contact

    2. Then do this

      Step 2: Create Client

  • Add approved Bidsketch proposals to Xero as Customers

    Premium
    • Bidsketch logo
    • Xero logo
    Bidsketch + Xero
    More details
    1. When this happens

      Step 1: Proposal Accepted or Declined

    2. Then do this

      Step 2: Create/Update Contact

  • Add approved Bidsketch proposals to Google Sheets as rows

    • Bidsketch logo
    • Google Sheets logo
    Bidsketch + Google Sheets
    More details
    1. When this happens

      Step 1: Proposal Accepted or Declined

    2. Then do this

      Step 2: Create Spreadsheet Row

  • Create QuickBooks customers for accepted or declined Bidsketch proposals

    Premium
    • Bidsketch logo
    • QuickBooks Online logo
    Bidsketch + QuickBooks Online
    More details
    1. When this happens

      Step 1: Proposal Accepted or Declined

    2. Then do this

      Step 2: Create Customer

Supported triggers and actions

What does this mean?
bidsketch logo
bidsketch logo

About Bidsketch

Bidsketch helps you create professional proposals in minutes.

Related categories

  • Proposal & Invoice Management

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