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Create integrations between Bidsketch and Xero to automate any workflow

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How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Triggers and actions are the main components of every automated workflow.

Connect Bidsketch and Xero to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Bidsketch triggers, actions, and search

    New Client

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

    Trigger
    Instant
    Try It
  • Bidsketch triggers, actions, and search

    New Proposal

    Triggers when a proposal is saved for the first time.

    Trigger
    Instant
    Try It
  • Bidsketch triggers, actions, and search

    Proposal Viewed

    Triggers each time a proposal is viewed by a client

    Trigger
    Instant
    Try It
    • NameRequired

    • AmountRequired

    • Fee TypeRequired

    • DescriptionRequired

    • Unit

    • Quantity

    • Category

    Action
    Write
    • Status

    Trigger
    Instant
    Try It
  • Bidsketch triggers, actions, and search

    Proposal Sent to Client

    Triggers each time a proposal is sent to a client

    Trigger
    Instant
    Try It
    • 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

    Action
    Write
    • Template

    • NameRequired

    • Client EmailRequired

    • Client's First NameRequired

    • Client's Last NameRequired

    • Description

    • Client's Company Name

    • Client's Phone Number

    Action
    Write
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bidsketch logo

About Bidsketch

Bidsketch helps you create professional proposals in minutes.
Help

Related categories

  • Proposal & Invoice Management

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