1.Monitor updated deal stage
Integrate HubSpot to detect configured pipeline and stage changes and trigger project setup from the deal.
Create bid board project when deal reaches bid stage
Automatically monitor deals entering the configured bid stage across HubSpot. Create and update bid-board projects in your estimating system across Webhooks by Zapier, then write the project link back to the deal so estimators start prep without paperwork.
How this automation accelerates bid-board projects
When a deal reaches the bid stage, delays can push estimating work back and miss preparation windows. This automation maps deal fields to a new project, creates or clones the bid-board in your estimating system, and updates the deal with the project linkβso estimators start immediately.
HubSpotor swap with your favorite app
2.Request access token
Integrate Webhooks by Zapier and secure credentials to request an access token and to store it for later calls.
Webhooks by Zapieror swap with your favorite app
3.Create or clone bid-board
Integrate Webhooks by Zapier to create or clone a bid-board project and to capture the new project ID.
4.Update project attributes
Integrate Webhooks by Zapier to patch the created project with due date, description, square footage, and status.
5.Update deal with project link
Integrate HubSpot to update the deal with the estimating project link and to set a project-ready tag or status.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Procore, Filter by Zapier, Zapier Tables, Formatter by Zapier, Microsoft OutlookSwap with your favorite apps.
Create bid and pre-bid calendar events from new projects
Your project entries miss bid and pre-bid dates, leaving estimators without scheduling context. Create calendar events with attendee invites so teams prepare before bid deadlines.
- Apps: monday.com, Delay by ZapierSwap with your favorite apps.
Create bid board items from pre-deal form submissions
Your pre-deal form subitems arrive without structured bid entries, causing inconsistent setup and delayed estimates. It creates consistent bid items and assigns owners for same-day review.
- Apps: Salesforce, Formatter by Zapier, SmartsheetSwap with your favorite apps.
Create bid bond tracker row from opportunity flag
Your bid bond requests lack a standard handoff, delaying contracts and hard-copy mailing. It adds each request to a shared bid sheet so coordinators can prepare bonds same day.
- Apps: AirtableSwap with your favorite apps.
Create bid production record from new project entry
Your project rows miss produced bid entries, causing bids to be invisible for reviewers and delaying owner triage. Create bid records for immediate visibility ahead of review meetings.
- Apps: Google Calendar, Google DriveSwap with your favorite apps.
Create bid project folder from new calendar events
Your bid calendar events often lack folders and templates, creating scattered files and slowing estimates. Get organized folders and copied templates for each event so estimators can start same day.
- Apps: Gmail, Delay by Zapier, AI by Zapier, Filter by Zapier, Google SheetsSwap with your favorite apps.
Create bid tracker row from incoming bid emails
Your bid invitation emails bury project details and deadlines, leaving estimators unprepared. Estimators get organized bid records to act same business day.
- Apps: Zapier Forms, Delay by Zapier, Dropbox, Google Drive, Anthropic (Claude)Swap with your favorite apps.
Create concise project summaries from uploaded bid files
Your uploaded project files lack standardized summaries, making bids miss scope details. It delivers bid-ready summaries to estimators for faster pricing ahead of submission.
- Apps: Google Sheets, Filter by Zapier, GmailSwap with your favorite apps.
Create contractor bid emails from updated sheet rows
Your bid request rows in the partner sheet go unemailed, leaving roofers uninformed and leads unassigned. Drafted emails queue so roofers receive requests and you avoid charge disputes same day.
- Apps: JobNimbus, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Create estimate spreadsheet and add dashboard link for jobs
Your new jobs lack a ready estimate sheet, so estimators and office staff miss job details and bid prep is delayed. It creates an estimate spreadsheet and writes a dashboard link so bids stay ready.
- Apps: Webhooks by Zapier, Storage by Zapier, Code by Zapier, monday.comSwap with your favorite apps.
Create formatted bid reference and update project item
Your bid requests arrive without a consistent reference, causing manual reconciliation and lost context. It writes a standard bid ID to the project item so managers can locate submissions same day.
- Apps: Schedule by Zapier, Webhooks by Zapier, Looping by Zapier, AirtableSwap with your favorite apps.
Create new project records from external bid feed
Your incoming bid feed lacks structured project and contact records, stalling estimates and crew scheduling. Capture and normalize projects and contacts so teams can prepare estimates same day.
- View all
Explore all project bid management automations
Accelerate project bid response with automated bid intake, deadline tracking, and proposal routing
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.