Bidsketch + Email by Zapier
Send outbound emails for newly accepted or declined proposals in Bidsketch using Email by Zapier
Keep your communications prompt and efficient with this workflow. When there's a status update on your Bidsketch proposals, whether accepted or declined, a tailored outbound email will immediately be sent out via Email by Zapier. This automation ensures you're always on top of your proposal tracking and delivering timely updates, enhancing your customer relationships.
Keep your communications prompt and efficient with this workflow. When there's a status update on your Bidsketch proposals, whether accepted or declined, a tailored outbound email will immediately be sent out via Email by Zapier. This automation ensures you're always on top of your proposal tracking and delivering timely updates, enhancing your customer relationships.
- When this happens...Proposal Accepted or Declined
Triggers when a proposal is either accepted or declined
- automatically do this!Send Outbound Email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
- Free forever for core features
- 14 day trial for premium features & apps
New Client
Triggered when a client is created through the API or in the Bidsketch app
Try ItNew Proposal
Triggers when a proposal is saved for the first time.
Try ItProposal Viewed
Triggers each time a proposal is viewed by a client
Try ItNameRequired
AmountRequired
Fee TypeRequired
DescriptionRequired
Unit
Quantity
Category
Status
Try ItProposal Sent to Client
Triggers each time a proposal is sent to a client
Try ItFirst NameRequired
Last NameRequired
Email AddressRequired
Company Name
Phone Number
Alternate Phone Number
Website
Address Street
Address Street 2
Address City
Address State
Address Country
Address Zip Code
Notes
Template
NameRequired
Client EmailRequired
Client's First NameRequired
Client's Last NameRequired
Description
Client's Company Name
Client's Phone Number
