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Add approved Bidsketch proposals to Trello as project boards

  1. When this happensStep 1: Proposal Accepted or Declined

  2. Then do thisStep 2: Create Board

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.

How It Works

  1. A proposal is approved
  2. Zapier adds a new Trello board

What You Need

  • Bidsketch account
  • Trello account
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Connect Bidsketch + Trello in Minutes

It's easy to connect Bidsketch + Trello and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Client

Triggered when a client is created through the API or in the Bidsketch app

InstantNew Proposal

Triggers when a proposal is saved for the first time.

InstantProposal Viewed

Triggers each time a proposal is viewed by a client

Create Board

Creates a new board.

Archive Card

Archives a card.

InstantProposal Accepted or Declined

Triggers when a proposal is either accepted or declined

InstantProposal Sent to Client

Triggers each time a proposal is sent to a client

Create Checklist Item in Card

Creates a new checklist item in a card.

Create Card

Adds a new card on a specific board and list.

Add Attachment to Card

Adds one or more attachments to a specific card.

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