Bidsketch + Insightly Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Bidsketch and Insightly, with as many as 66 possible integrations. Are you ready to find your productivity superpowers?
Create new Bidsketch clients from new Insightly contacts
Tired of copying contact information over and over throughout your system? That's one of the many things Zapier automation can do effortlessly and without a single error. This one will trigger whenever a new contact is added on Insightly, automatically sending the information to Bidsketch so a matching client can be created every time as a result.
How It Works
- A contact is added on Insightly
- Zapier automation creates a client on Bidsketch
What You Need
- Insightly account
- Bidsketch account
It's easy to connect Bidsketch + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.
Triggered when a client is created through the API or in the Bidsketch app
Creates a new client
Triggers each time a proposal is sent to a client
This starts a new proposal
Triggers when a proposal is either accepted or declined
Creates a new fee
A new contact was created in your Insightly account.
Create a new contact in your Insightly account.
A new task was created in your Insightly account.
Create a new task in your Insightly account.
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