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Callexa Feedback logoCallexa Feedback logo

Bidsketch + Callexa Feedback

Bidsketch + Callexa Feedback

Bidsketch + Callexa Feedback integrations

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.

  1. When this happens...
    Proposal Accepted or Declined
    Proposal Accepted or Declined
    Proposal Accepted or DeclinedTriggers when a proposal is either accepted or declined
    TriggerInstant
  2. automatically do this!
    Add Recipient
    Add Recipient
    Add RecipientAdds a recipient to a survey.
    ActionWrite
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More things you can do with Bidsketch and Callexa Feedback

Discover other triggers and actions you can use with Bidsketch and Callexa Feedback

  • Bidsketch triggers, actions, and search
    New Client

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

    Trigger
    Instant
    Try It
  • Bidsketch triggers, actions, and search
    New Proposal

    Triggers when a proposal is saved for the first time.

    Trigger
    Instant
    Try It
  • Bidsketch triggers, actions, and search
    Proposal Viewed

    Triggers each time a proposal is viewed by a client

    Trigger
    Instant
    Try It
    • Name
      Required
    • Amount
      Required
    • Fee Type
      Required
    • Description
      Required
    • Unit
    • Quantity
    • Category
    Action
    Write
    • Status
    Trigger
    Instant
    Try It
  • Bidsketch triggers, actions, and search
    Proposal Sent to Client

    Triggers each time a proposal is sent to a client

    Trigger
    Instant
    Try It
    • First Name
      Required
    • Last Name
      Required
    • Email Address
      Required
    • Company Name
    • Phone Number
    • Alternate Phone Number
    • Website
    • Address Street
    • Address Street 2
    • Address City
    • Address State
    • Address Country
    • Address Zip Code
    • Notes
    Action
    Write
    • Template
    • Name
      Required
    • Client Email
      Required
    • Client's First Name
      Required
    • Client's Last Name
      Required
    • Description
    • Client's Company Name
    • Client's Phone Number
    Action
    Write
bidsketch logo
bidsketch logo
About Bidsketch
Bidsketch helps you create professional proposals in minutes.
HelpHelp
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Proposal & Invoice Management
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callexa-feedback logo
callexa-feedback logo
About Callexa Feedback
Callexa is a full-featured surveying tool based on the established Net Promoter Score. Get valuable customer feedback with minimal effort.
HelpHelp
Related categories
Forms & Surveys
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