Create integrations between DocsFold and Bidsketch to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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.
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
Start here
Start here
Choose an Action
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.
- Template IDRequired
- Output FormatRequired
- Field TypesRequired
- New Client
Triggered when a client is created through the API or in the Bidsketch app
Try It - New Proposal
Triggers when a proposal is saved for the first time.
Try It - Proposal Viewed
Triggers each time a proposal is viewed by a client
Try It
- Template IDRequired
- Output FormatRequired
- Overrides
- Status
Try It- Proposal Sent to Client
Triggers each time a proposal is sent to a client
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
Related categories
Related categories