Bidsketch + Wealthbox CRM

Bidsketch + Wealthbox CRM integrations

Create Bidsketch clients from new Wealthbox CRM contacts

Effortlessly grow your client base and streamline proposals with this Wealthbox CRM and Bidsketch automation. When you add a new contact in Wealthbox CRM, this workflow will create a client in Bidsketch, making it easy to send them professional proposals and improve your sales process. Spend less time on manual data entry and more time focusing on building strong relationships with your clients.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create ClientCreates a new client
ActionWrite

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More things you can do with Wealthbox CRM and Bidsketch

Discover other triggers and actions you can use with Wealthbox CRM and Bidsketch

New Comment
Triggers when a new comment is created.
Trigger
Instant
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- Plan Limitation
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
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- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write

- Related Contact
- Type
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
  Required
- Organizer
Action
Write
- Name
  Required
- Type
  Required
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
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
Try It
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

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
Try It
New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It
- Household
  Required
- Member
  Required
- Title
  Required
Action
Write
- Related Contact
- Title
  Required
- Description
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- Name
  Required
- Description
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Linked to Id
  Required
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write
- Status
Trigger
Instant
Try It
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.

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Proposal & Invoice Management

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About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

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