Bidsketch
When this happens...
BidsketchProposal Accepted or Declined
Then do this...
WebMergeCreate Document Merge

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

  1. A proposal is accepted or declined in Bidsketch
  2. Zapier sends data to a WebMerge document

Apps involved

  • Bidsketch
  • WebMerge

Why Zapier?

Free

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Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Client

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

Create Client

Creates a new client

Proposal Sent to Client

Triggers each time a proposal is sent to a client

Create a Proposal

This starts a new proposal

Proposal Accepted or Declined

Triggers when a proposal is either accepted or declined

Create Fee

Creates a new fee

New Merged Document

Triggers when a merged/populated document is created.

Create Data Route Merge

Send data to your Data Route URL.

Proposal Viewed

Triggers each time a proposal is viewed by a client

Create Document Merge

Send data to your Merge URL.

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Become a Zapier Integration Partner

Bidsketch helps you create professional proposals in minutes.

Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.

See WebMerge Integrations