Bidsketch Integrations

  • Add viewed Bidsketch proposals to Slack as notifications

    Have you ever spent hours writing a proposal, only to wonder if the client even read it? With this Zapier integration you'll know the moment they read your proposal. This integration will notify you inside Slack when your proposal gets viewed.

    How It Works

    1. A proposal is viewed in Bidsketch
    2. Zapier adds a message to Slack about the approved proposal

    What You Need

    • Bidsketch account
    • Slack account
  • Add approved Bidsketch proposals to Trello as project boards

    Get your project off to the right start with this Zapier integration. This automation ensures a quick transition from deal to project, by creating a new Trello board as soon as the proposal is approved.

    How It Works

    1. A proposal is approved
    2. Zapier adds a new Trello board

    What You Need

    • Bidsketch account
    • Trello account
  • Add approved Bidsketch proposals to Slack as notifications

    Following up with a client once your proposal has been approved is critical. This Zapier integration ensures you know the instant your deal has been accepted by notifying you inside Slack.

    How It Works

    1. A proposal is approved in Bidsketch
    2. Zapier adds a message to Slack about the approved proposal

    What You Need

    • Bidsketch account
    • Slack account
  • Add new Pipedrive deals to Bidsketch as proposals

    The faster you're able to get a proposal into a prospect's hands, the more likely you are to win the deal. How much time would you save if your Pipedrive opportunities became proposals, without you doing a thing? This Zapier integration creates new Bidsketch clients and proposals whenever a new opportunity is created.

    How It Works

    1. New Pipedrive deal is added
    2. Zapier creates a new Bidsketch client and deal

    What You Need

    • Bidsketch account
    • Pipedrive account
  • Create Bidsketch clients from HubSpot CRM contacts

    Want to be sure your HubSpot client information is also available on Bidsketch? Set up this Zap and we'll handle all that tedious data transfer for you. It will trigger whenver a new contact is added on HubSpot CRM after that, automatically creating a client on Bidsketch with all the needed information.

    How It Works

    1. A new client is created on HubSpot CRM
    2. Zapier automation creates a client on Bidsketch

    What You Need

    • HubSpot CRM account
    • Bidsketch account
  • Create new Bidsketch clients from new Insightly contacts

    Tired of copying contact information over and over throughout your system? That's one of the many things Zapier automation can do effortlessly and without a single error. This one will trigger whenever a new contact is added on Insightly, automatically sending the information to Bidsketch so a matching client can be created every time as a result.

    How It Works

    1. A contact is added on Insightly
    2. Zapier automation creates a client on Bidsketch

    What You Need

    • Insightly account
    • Bidsketch account
  • Add approved Bidsketch proposals to Xero as Customers

    Accounting mistakes can cost you thousands in taxes and fines. Make sure your accounting data is up to date by using this Zapier integration. As soon as your Bidsketch proposal gets approved, Zapier adds the client to Xero as a customer.

    How It Works

    1. Bidsketch proposal is approved
    2. Zapier creates a new Xero customer

    What You Need

    • Bidsketch account
    • Xero account
  • Add approved Bidsketch proposals to Google Sheets as rows

    Sometimes, to get key insights about your sales, you need to work with your proposal data inside of a spreadsheet. This Zapier integration helps you dig deep into your proposal data by exporting it to a Google Sheets document.

    How It Works

    1. A Bidsketch proposal is approved
    2. Zapier adds a new row to your Google Sheets document

    What You Need

    • Bidsketch account
    • Google account
  • Add approved Bidsketch proposals to HipChat as notifications

    Waiting around for a proposal to be approved can be tough. That's why it's important to know the instant a client accepts the deal. With this integration you'll get notified inside HipChat as soon as your proposal has been approved.

    How It Works

    1. A proposal is approved in Bidsketch
    2. Zapier adds a message to HipChat about the approved proposal

    What You Need

    • Bidsketch account
    • HipChat account
  • Create QuickBooks customers for accepted or declined Bidsketch proposals

    Whether your Bidsketch proposals are accepted or declined, this Zap can make sure you have that information accurately stored on QuickBooks Online as well. It will trigger whenever a Bidsketch proposal is accepted or denied, automatically adding a new customer on QuickBooks Online every time.

    How It Works

    1. A proposal is accepted or declined on Bidsketch
    2. Zapier automation creates a new customer on QuickBooks Online

    What You Need

    • Bidsketch account
    • QuickBooks Online account
  • Add new inbound Gmail leads to Bidsketch as clients

    Most initial conversations with leads happen through email. Now, with this Zapier integration, you can add the sender of any email to Bidsketch as a client, right from Gmail.

    How It Works

    1. Apply a Gmail label to an email
    2. Zapier adds the sender to Bidsketch as a new client

    What You Need

    • Gmail account
    • Bidsketch account
  • Add viewed Bidsketch proposals to HipChat as notifications

    How do you know if you should follow up with a client about a proposal? You always follow up if they haven't read it, or if they read it but didn't respond. Using this integration will help you know exactly how to follow up. Get notified inside HipChat the moment a proposal has been viewed.

    How It Works

    1. A proposal is viewed in Bidsketch
    2. Zapier adds a message to HipChat about the viewed proposal

    What You Need

    • Bidsketch account
    • HipChat account
  • Add new HubSpot leads to Bidsketch as Clients

    Cutting down the time from lead contact to proposal, can dramatically increase your chances of closing a sale. Use this Zapier integration help you send proposals sooner, by adding new HubSpot leads to Bidsketch as clients.

    How It Works

    1. A new HubSpot lead comes in
    2. Zapier creates a Bidsketch client

    What You Need

    • Bidsketch account
    • HubSpot account
  • Add new Infusionsoft contacts to Bidsketch as clients

    Did you know that winning proposals get to clients 26% sooner? Make sure you're able to quickly get proposals to your leads by using this integration, which will add new Infusionsoft contacts to Bidsketch as clients.

    How It Works

    1. A new Infusionsoft contact is added
    2. Zapier adds the contact to Bidsketch as a new client

    What You Need

    • Infusionsoft account
    • Bidsketch account
  • Create HubSpot CRM contacts from new clients on Bidsketch

    Sharing client information between Bidsketch and HubSpot CRM? No need to enter it twice—we can do it for you. This automation, once active, will trigger whenever a new client is created on Bidsketch, automatically creating a new one on HubSpot CRM as well, or updating an existing match.

    How It Works

    1. A new client is created on Bidsketch
    2. Zapier automation creates or updates a contact on HubSpot CRM

    What You Need

    • Bidsketch account
    • HubSpot CRM account
  • Add new Drip leads to Bidsketch as clients

    When a lead gets in touch for a proposal, you want to be able to respond quickly. This Zapier integration helps you do that: it adds your new Drip leads to Bidsketch as clients.

    How It Works

    1. A new Drip lead is added
    2. Zapier adds the lead to Bidsketch as a new client

    What You Need

    • Drip account
    • Bidsketch account
  • Send Slack messages when Bidsketch proposals are sent

    Want the entire team on Slack to know when those Bidsketch proposals finally get sent out? Zapier automation can handle alerts like that easily. Set up this Zap and we'll do the rest, automatically sending out a Slack message with all the details from every proposal sent from Bidsketch.

    How It Works

    1. A proposal is sent on Bidsketch
    2. Zapier automation sends a message on Slack

    What You Need

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

    Want to be sure your email marketing helps contribute to your relationships, whether your clients accept or decline your Bidsketch proposals? Activate this Zap and we'll sort out the details, automatically adding a new subscriber on MailChimp whenever a proposal is either accepted or declined on Bidsketch.

    How It Works

    1. A proposal is accepted or declined on Bidsketch
    2. Zapier automation adds a new subscriber on MailChimp

    What You Need

    • Bidsketch account
    • MailChimp account
  • Create documents in WebMerge for new proposals in Bidsketch

    Need a way to populate letters, invoices and other documents automatically the moment proposals are accepted or declined in Bidsketch? Setup this Bidsketch-WebMerge integration so that each time a client accepts your proposal in Bidsketch, Zapier will pull information from the application to complete a WebMerge template.

    How this Bidsketch-WebMerge integration works

    1. A proposal is accepted or declined in Bidsketch
    2. Zapier sends data to a WebMerge document

    Apps involved

    • Bidsketch
    • WebMerge
  • Send surveys through Callexa Feedback when proposals at Bidsketch are closed

    Want to know more about your clients' opinion on your proposals and the overall process? Set up a survey using the well-tested Net Promoter Score at Callexa Feedback and gather valuable feedback from your proposals recipients by sending the survey a day after a proposal has been accepted or declined.

    How this Bidsketch-Callexa Feedback integration works

    1. A proposal is marked as lost in Bidsketch
    2. An NPS survey is sent to the proposals' recipient by Callexa Feedback

    Apps involved

    • Bidsketch
    • Callexa Feedback

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Bidsketch Integration Details

Launched on Zapier April 1, 2015

Zapier combines Triggers (like "New Client") and Actions (like "Create Client") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

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

New Client

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

Proposal Sent to Client

Triggers each time a proposal is sent to a client

Proposal Accepted or Declined

Triggers when a proposal is either accepted or declined

Proposal Viewed

Triggers each time a proposal is viewed by a client

New Proposal

Triggers when a proposal is saved for the first time.

Create Client

Creates a new client

Create a Proposal

This starts a new proposal

Create Fee

Creates a new fee

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