Bidsketch
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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It's easy to connect Bidsketch + Callexa Feedback and requires absolutely zero coding experience—the only limit is your own imagination.

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