Bidsketch + Formstack Documents
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.
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.
- When this happens...Proposal Accepted or Declined
Triggers when a proposal is either accepted or declined
- automatically do this!Create Document Merge
Send data to your Merge URL.
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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
