Docupilot + Bidsketch Integrations
How to connect Docupilot + Bidsketch
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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
AcceptedorDeclined
Try It
Proposal Sent to Client
Triggers each time a proposal is sent to a client
Try ItFirst 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
New Client
Triggered when a client is created through the API or in the Bidsketch app
Try ItNew Proposal
Triggers when a proposal is saved for the first time.
Try ItProposal Viewed
Triggers each time a proposal is viewed by a client
Try ItNameRequired
The name of the new fee
AmountRequired
The amount of a fee. For fixed fees, this is a total. For calculated fees, this is the amount per unit.
Fee TypeRequired
The type of fee. Must be one of fixed, hourly, monthly, yearly, or custom
DescriptionRequired
HTML content that describes the fee
Unit
The unit used when labeling custom fees, e.g. "people" or "pages". Required for custom fees.
Quantity
The quantity used for calculated fees. How many?
Category
A fee category to group fees together.
How Docupilot + Bidsketch Integrations Work
- Step 1: Authenticate Docupilot and Bidsketch.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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About Bidsketch
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