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Quickly connect Bidsketch to Trello with a Zapier template.
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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
Try It - New Proposal
Triggers when a proposal is saved for the first time.
Try It - Proposal Viewed
Triggers each time a proposal is viewed by a client
Try It - Company Name
- AmountRequired
- Fee TypeRequired
- DescriptionRequired
- Unit
- Quantity
- Category
- Status
Try It- Proposal Sent to Client
Triggers each time a proposal is sent to a client
Try It - First NameRequired
- Last NameRequired
- Email AddressRequired
- Company Name
- Phone Number
- Alternate Phone Number
- Website
- Address Street
- Address Street 2
- Address City
- Address State
- Address Country
- Address Zip Code
- Notes
- Template
- Company Name
- Client EmailRequired
- Client's First NameRequired
- Client's Last NameRequired
- DescriptionRequired
- Client's Company Name
- Client's Phone Number