Bidsketch + Ontraport

Bidsketch + Ontraport integrations

Create Bidsketch clients from new Ontraport contacts

Effortlessly streamline your client onboarding process with this Ontraport-Bidsketch integration. When you add a new contact in Ontraport, this workflow automatically creates a client in Bidsketch, saving you time and ensuring they're ready for proposals. Stay organized and focused on your business by automating this essential part of your sales pipeline.

When this happens...
New ContactTriggers when a new contact is added to Ontraport.
TriggerPolling
automatically do this!
Create ClientCreates a new client
ActionWrite

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More things you can do with Ontraport and Bidsketch

Discover other triggers and actions you can use with Ontraport and Bidsketch

New Contact
Triggers when a new contact is added to Ontraport.
Trigger
Polling
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- Product Id
  Required
Trigger
Instant
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- Product Id
  Required
Trigger
Instant
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- Contact
  Required
- Tags
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

New Client
Triggered when a client is created through the API or in the Bidsketch app
Trigger
Instant
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New Proposal
Triggers when a proposal is saved for the first time.
Trigger
Instant
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Proposal Viewed
Triggers each time a proposal is viewed by a client
Trigger
Instant
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- Name
  Required
- Amount
  Required
- Fee Type
  Required
- Description
  Required
- Unit
- Quantity
- Category
Action
Write

- Form
  Required
Trigger
Instant
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- Tag
  Required
- Object Type
  Required
Trigger
Instant
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- Tag
  Required
- Object Type
  Required
Trigger
Instant
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- Email
- Last Name
- First Name
- Address
- City
- State
- Zip Code
- Address Line 2
- Country
- Office Phone
- SMS Number
- Birthday
- Title
- Fax
- Website
- Company
- First Campaign
- First Content
- First Lead Source
- First Medium
- First Term
- Last Campaign
- Last Content
- Last Lead Source
- Last Medium
- Last Term
- Facebook
- Instagram
- Twitter
- Linkedin
- Profile Image
- Sequence
- Tags Information
- Tag
Action
Write
- Search
  Required
Action
Search
- Status
Trigger
Instant
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Proposal Sent to Client
Triggers each time a proposal is sent to a client
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company Name
- Phone Number
- Alternate Phone Number
- Website
- Address Street
- Address Street 2
- Address City
- Address State
- Address Country
- Address Zip Code
- Notes
Action
Write
- Template
- Name
  Required
- Client Email
  Required
- Client's First Name
  Required
- Client's Last Name
  Required
- Description
- Client's Company Name
- Client's Phone Number
Action
Write

About Bidsketch

Bidsketch helps you create professional proposals in minutes.

HelpHelp

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About Ontraport

An all-in-one business and marketing platform designed for information marketers, experts, and coaches.

Learn moreLearn moreHelpHelp

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