Bidsketch + Trello integrations
Add approved Bidsketch proposals to Trello as project boards
Get your project off to the right start with this Zapier integration. This automation ensures a quick transition from deal to project, by creating a new Trello board as soon as the proposal is approved.
- When this happens...Proposal Accepted or DeclinedTriggers when a proposal is either accepted or declined
- automatically do this!Create BoardTriggers when a new board is added.
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More things you can do with Bidsketch and Trello
Discover other triggers and actions you can use with Bidsketch and Trello
- New Client
Triggered when a client is created through the API or in the Bidsketch app
Try ItTriggerInstant - New Proposal
Triggers when a proposal is saved for the first time.
Try ItTriggerInstant - Proposal Viewed
Triggers each time a proposal is viewed by a client
Try ItTriggerInstant - NameRequired
- AmountRequired
- Fee TypeRequired
- DescriptionRequired
- Unit
- Quantity
- Category
ActionWrite
- Status
Try ItTriggerInstant- Proposal Sent to Client
Triggers each time a proposal is sent to a client
Try ItTriggerInstant - 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
ActionWrite- Template
- NameRequired
- Client EmailRequired
- Client's First NameRequired
- Client's Last NameRequired
- Description
- Client's Company Name
- Client's Phone Number
ActionWrite
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