When this happens...
BidsketchProposal Accepted or Declined
Then do this...
Callexa FeedbackAdd Recipient

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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When this happens...
then do this!
New Client

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

Create Client

Creates a new client

Proposal Sent to Client

Triggers each time a proposal is sent to a client

Create a Proposal

This starts a new proposal

Proposal Accepted or Declined

Triggers when a proposal is either accepted or declined

Create Fee

Creates a new fee

New Reply

Triggers when a customer replies to a survey.

Add Recipient

Adds a recipient to a survey.

Proposal Viewed

Triggers each time a proposal is viewed by a client

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Bidsketch helps you create professional proposals in minutes.

Callexa is a full-featured surveying tool based on the established Net Promoter Score. Get valuable customer feedback with minimal effort.

See Callexa Feedback Integrations