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Create documents in WebMerge for new proposals in Bidsketch

  1. When this happensStep 1: Proposal Accepted or Declined

  2. Then do thisStep 2: Create Document Merge

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.

How this Bidsketch-WebMerge integration works

  1. A proposal is accepted or declined in Bidsketch
  2. Zapier sends data to a WebMerge document

Apps involved

  • Bidsketch
  • WebMerge
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Connect Bidsketch + Formstack Documents in Minutes

It's easy to connect Bidsketch + Formstack Documents and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Client

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

InstantProposal Accepted or Declined

Triggers when a proposal is either accepted or declined

InstantNew Proposal

Triggers when a proposal is saved for the first time.

InstantProposal Sent to Client

Triggers each time a proposal is sent to a client

InstantProposal Viewed

Triggers each time a proposal is viewed by a client

InstantNew Merged Document

Triggers when a merged/populated document is created.

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