Bidsketch Integrations

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HubSpot CRM (Legacy)

CRM (Customer Relationship Management)

25 Integrations

QuickBooks Online

Accounting +1Accounting, Premium

100 Integrations

Slack

Team Chat

45 Integrations

Connect Bidsketch to 2,000+ Apps

  • 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 new Bidsketch clients from new Insightly contacts

    Insightly + Bidsketch

Bidsketch Integration Details

Launched on Zapier:

The following Bidsketch Triggers, Searches, and Actions are supported by Zapier:

Triggers

InstantNew Client

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

InstantProposal Sent to Client

Triggers each time a proposal is sent to a client

InstantProposal Viewed

Triggers each time a proposal is viewed by a client

InstantProposal Accepted or Declined

Triggers when a proposal is either accepted or declined

InstantNew Proposal

Triggers when a proposal is saved for the first time.

Actions

Create Client

Creates a new client

Create a Proposal

This starts a new proposal

Create Fee

Creates a new fee

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