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
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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.