Add new Bidsketch proposals as subscribers in MailerLite Classic
Effortlessly manage your proposals and subscribers with this easy-to-use workflow. When a new proposal is created in Bidsketch, this automation will create or update a subscriber in MailerLite Classic, keeping your mailing list up-to-date without the need for manual input. Stay organized and on top of your communication with clients and prospective customers by streamlining your Bidsketch and MailerLite Classic processes.
Effortlessly manage your proposals and subscribers with this easy-to-use workflow. When a new proposal is created in Bidsketch, this automation will create or update a subscriber in MailerLite Classic, keeping your mailing list up-to-date without the need for manual input. Stay organized and on top of your communication with clients and prospective customers by streamlining your Bidsketch and MailerLite Classic processes.
- When this happens...New Proposal
Triggers when a proposal is saved for the first time.
- automatically do this!Create/Update Subscriber
Creates a new subscriber or updates the existing by email address.
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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
AmountRequired
Fee TypeRequired
DescriptionRequired
Unit
Quantity
Category
Status
Try ItProposal Sent to Client
Triggers each time a proposal is sent to a client
Try ItFirst 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
Template
NameRequired
Client EmailRequired
Client's First NameRequired
Client's Last NameRequired
Description
Client's Company Name
Client's Phone Number