Bidsketch + Email by Zapier
Send outbound emails with Email by Zapier when new proposals are viewed in Bidsketch
When a proposal is viewed in Bidsketch, this automation workflow promptly sends an email via Email by Zapier. Enhance your communication and response times by keeping up-to-date with your proposal interactions. This efficient and convenient system ensures you stay engaged with your clients and can promptly address their needs or queries.
When a proposal is viewed in Bidsketch, this automation workflow promptly sends an email via Email by Zapier. Enhance your communication and response times by keeping up-to-date with your proposal interactions. This efficient and convenient system ensures you stay engaged with your clients and can promptly address their needs or queries.
- When this happens...Proposal Viewed
Triggers each time a proposal is viewed by a client
- 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.
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- 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
