Create integrations between Bidsketch and Slack to automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Quickly automate workflows with Bidsketch and Slack using Zapier's templates.

Our most popular template

Add approved Bidsketch proposals to Slack as notifications
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Bidsketch + Slack
Add viewed Bidsketch proposals to Slack as notifications
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Bidsketch + Slack
Send Slack messages when Bidsketch proposals are sent
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Bidsketch + Slack

Add approved Bidsketch proposals to Slack as notifications

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Bidsketch + Slack

Add viewed Bidsketch proposals to Slack as notifications

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Bidsketch + Slack

Send Slack messages when Bidsketch proposals are sent

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Bidsketch + Slack

How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.

A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.

An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.

Triggers and actions are the main components of every automated workflow.

Connect Bidsketch and Slack to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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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Create Fee
Creates a new fee
- Company Name
- Amount
  Required
- Fee Type
  Required
- Description
  Required
- Unit
- Quantity
- Category
Action
Write
New Public Message Posted Anywhere
Triggers when a new message is posted to any public channel.
- Trigger for Bot Messages?
Trigger
Instant
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New Message Posted to Channel
Triggers when a new message is posted to a specific #channel you choose.
- Channel
  Required
- Trigger for Bot Messages?
Trigger
Instant
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New File
Triggers when a new file is uploaded to your workspace.
- Channel
  Required
- User Name
- Shared
Trigger
Instant
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New Message Posted to Private Channel
Triggers when a new message is posted to a specific #private-channel or multi-dm.
- Channel
  Required
- Trigger for Bot Messages?
Trigger
Instant
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New Reaction Added
Triggers when a reaction (aka reactji) is added to a message in a public #channel.
- Reaction
- Channel
  Required
- User
Trigger
Instant
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New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
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Invite User To Channel
Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.
- Channel
  Required
- Users
  Required
Action
Write
Send Direct Message
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
- Send Multi Message
- Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
Action
Write
Send Private Channel Message
Post a new message to a private channel you choose. Can also schedule a message for later.
- Channel
  Required
- Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
Action
Write
Update Profile
Update basic profile fields such as name or title
- First Name
  Required
- Last Name
  Required
- Title
- Email Address
  Required
- User
Action
Write
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
- Raw_request_user_info
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
Find User by Email
Finds a user by matching against their email instead of their username.
- Email Address
  Required
- Return Raw Results?
Action
Search
Find User by Name
Finds a user by matching against their real name instead of their username.
- Full Name
  Required
- Return Raw Results?
Action
Search

Proposal Accepted or Declined
Triggers when a proposal is either accepted or declined
- Status
Trigger
Instant
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Proposal Sent to Client
Triggers each time a proposal is sent to a client
Trigger
Instant
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Create Client
Creates a new client
- 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
Create a Proposal
This starts a new proposal
- Template
- Company Name
- Client Email
  Required
- Client's First Name
  Required
- Client's Last Name
  Required
- Description
  Required
- Client's Company Name
- Client's Phone Number
Action
Write
New Channel
Triggers whenever a new #channel is created.
Trigger
Instant
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New Team Custom Emoji
Triggers when a custom emoji has been added to a team.
- Include_alias
Trigger
Instant
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New Mention
Triggers when a username or highlight word is mentioned in a public #channel.
- User Name
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
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New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Trigger
Instant
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New Saved Message
Triggers when you save a message.
Trigger
Instant
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Add Reminder
Adds a reminder for yourself or a teammate, just like the
- Text
  Required
- Remind when?
  Required
- User
Action
Write
Send Channel Message
Post a new message to a specific #channel you choose. Can also schedule a message for later.
- Channel
  Required
- Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
Action
Write
Create Channel
Creates a new channel.
- Company Name
Action
Write
Set Channel Topic
Sets the topic on a selected channel.
- Channel
  Required
- Topic
  Required
Action
Write
Set Status
Sets your Slack status to the given text and emoji.
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
Find Message
Finds a Slack message using the Slack Search feature.
- Search Query
  Required
- Sort By
- Sort Direction
Action
Search
Find User by ID
Finds a user by their ID.
- ID
  Required
- Return Raw Results?
Action
Search
Find User by Username
Finds a user by their username.
- Bot Name
- Return Raw Results?
Action
Search

Zapier's blog offers the low-down on automating Slack

About Bidsketch

Bidsketch helps you create professional proposals in minutes.

Help

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Proposal & Invoice Management

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About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Help

Related categories

Team Chat

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Create integrations between Bidsketch and Slack to automate any workflow

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Add approved Bidsketch proposals to Slack as notifications

Add viewed Bidsketch proposals to Slack as notifications

Send Slack messages when Bidsketch proposals are sent

Add approved Bidsketch proposals to Slack as notifications

Add viewed Bidsketch proposals to Slack as notifications

Send Slack messages when Bidsketch proposals are sent

A trigger is where automation begins

Now it's time for action

And that's it! You've just created a Zap.

Automate your lead management and improve conversions

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