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How Zapier works
Zapier makes it easy to integrate Bidsketch with Paycove - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Client" from Bidsketch.
Add your action
An action happens after the trigger—such as "Create Invoice / Quote" in Paycove.
You’re connected!
Zapier seamlessly connects Bidsketch and Paycove, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Client
Triggered when a client is created through the API or in the Bidsketch app
Try ItTriggerInstant - New Proposal
Triggers when a proposal is saved for the first time.
Try ItTriggerInstant - Proposal Viewed
Triggers each time a proposal is viewed by a client
Try ItTriggerInstant - NameRequired
 - AmountRequired
 - Fee TypeRequired
 - DescriptionRequired
 - Unit
 - Quantity
 - Category
 
ActionWrite
- Status
 
Try ItTriggerInstant- Proposal Sent to Client
Triggers each time a proposal is sent to a client
Try ItTriggerInstant - First 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
 
ActionWrite- Template
 - NameRequired
 - Client EmailRequired
 - Client's First NameRequired
 - Client's Last NameRequired
 - Description
 - Client's Company Name
 - Client's Phone Number
 
ActionWrite
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