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Docupilot + Bidsketch Integrations

How to connect Docupilot + Bidsketch

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Supported triggers and actions

What does this mean?
  • Docupilot triggers, actions, and search
    Create Document
    Creates a new document from a specified template.
    Action
    Write
  • Bidsketch triggers, actions, and search
    New Client
    Triggered when a client is created through the API or in the Bidsketch app
    Trigger
    Instant
  • Bidsketch triggers, actions, and search
    Proposal Accepted or Declined
    Triggers when a proposal is either accepted or declined
    Trigger
    Instant
  • Bidsketch triggers, actions, and search
    New Proposal
    Triggers when a proposal is saved for the first time.
    Trigger
    Instant
  • Bidsketch triggers, actions, and search
    Proposal Sent to Client
    Triggers each time a proposal is sent to a client
    Trigger
    Instant
  • Bidsketch triggers, actions, and search
    Proposal Viewed
    Triggers each time a proposal is viewed by a client
    Trigger
    Instant
  • Bidsketch triggers, actions, and search
    Create Client
    Creates a new client
    Action
    Write
  • Bidsketch triggers, actions, and search
    Create Fee
    Creates a new fee
    Action
    Write
  • Bidsketch

    This starts a new proposal

    Scheduled

    Action

How Docupilot + Bidsketch Integrations Work

  1. Step 1: Authenticate Docupilot + Bidsketch.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Docupilot

Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.
Learn More

Related categories

  • Documents
bidsketch logo
bidsketch logo
bidsketch logo

About Bidsketch

Bidsketch helps you create professional proposals in minutes.

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