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Formstack Documents logoFormstack Documents logo
Bidsketch logoBidsketch logo
Formstack Documents logoFormstack Documents logo

Bidsketch + Formstack Documents

Bidsketch + Formstack Documents

Bidsketch + Formstack Documents integrations

Create documents in WebMerge for new proposals in Bidsketch

Need a way to populate letters, invoices and other documents automatically the moment proposals are accepted or declined in Bidsketch? Setup this Bidsketch-WebMerge integration so that each time a client accepts your proposal in Bidsketch, Zapier will pull information from the application to complete a WebMerge template.

  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!
    Create Document Merge
    Create Document Merge
    Create Document MergeSend data to your Merge URL.
    ActionWrite
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More things you can do with Bidsketch and Formstack Documents

Discover other triggers and actions you can use with Bidsketch and Formstack Documents

  • 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
Related categories
Proposal & Invoice Management
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formstack-documents logo
formstack-documents logo
About Formstack Documents
Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.
Learn moreLearn moreHelpHelp
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