Docupilot + Bidsketch Integrations

How to connect Docupilot + Bidsketch

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Supported triggers and actions

What does this mean?
    • DocumentRequired

    • Provide Download URL Link?

      If 'yes', a Download URL with a one hour expiration period will be provided in the response for you to use in a proceeding Action step.

    • Status

      The decision that's been made about the proposal. Either Accepted or Declined

    Try It
  • Bidsketch triggers, actions, and search

    Proposal Sent to Client

    Triggers each time a proposal is sent to a client

    Try It
    • First NameRequired

      A client's first name

    • Last NameRequired

      A client's last name

    • Email AddressRequired

      A client's email address

    • Company Name

      The client's company name

    • Phone Number

      The client's primary phone number

    • Alternate Phone Number

      An alternate phone number for the client

    • Website

      The client's website

    • Address Street

      The client's street address

    • Address Street 2

    • Address City

    • Address State

    • Address Country

    • Address Zip Code

    • Notes


How Docupilot + Bidsketch Integrations Work

  1. Step 1: Authenticate Docupilot and 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
docupilot logo
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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

About Bidsketch

Bidsketch helps you create professional proposals in minutes.

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