Bidsketch + WebMerge Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Bidsketch and WebMerge, with as many as 28 possible integrations. Are you ready to find your productivity superpowers?
Create documents in WebMerge for new proposals in Bidsketch
Need a way to populate letters, invoices and other documents automatically the moment proposals are accepted or declined in Bidsketch? Setup this Bidsketch-WebMerge integration so that each time a client accepts your proposal in Bidsketch, Zapier will pull information from the application to complete a WebMerge template.
How this Bidsketch-WebMerge integration works
- A proposal is accepted or declined in Bidsketch
- Zapier sends data to a WebMerge document
It's easy to connect Bidsketch + WebMerge and requires absolutely zero coding experience—the only limit is your own imagination.
Triggered when a client is created through the API or in the Bidsketch app
Creates a new client
Triggers each time a proposal is sent to a client
This starts a new proposal
Triggers when a proposal is either accepted or declined
Creates a new fee
Triggers when a merged/populated document is created.
Send data to your Data Route URL.
Triggers each time a proposal is viewed by a client
Send data to your Merge URL.
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