Bidsketch
When this happens...
InsightlyNew Contact
Then do this...
BidsketchCreate Client

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

  1. A contact is added on Insightly
  2. Zapier automation creates a client on Bidsketch

What You Need

  • Insightly account
  • Bidsketch account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Client

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

Create Client

Creates a new client

Proposal Sent to Client

Triggers each time a proposal is sent to a client

Create a Proposal

This starts a new proposal

Proposal Accepted or Declined

Triggers when a proposal is either accepted or declined

Create Fee

Creates a new fee

New Contact

A new contact was created in your Insightly account.

Create Contact

Create a new contact in your Insightly account.

New Task

A new task was created in your Insightly account.

Create Task

Create a new task in your Insightly account.

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Bidsketch helps you create professional proposals in minutes.

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

See Insightly Integrations