Bidsketch integrations

Connecting Bidsketch on Make

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Connect Bidsketch with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Bidsketch to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

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Build your Bidsketch integrations.

Create custom Bidsketch workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Create a Client

Create a new client.

Action

Create a Fee

Creates a new fee.

Action

Create a Proposal

Create a proposal on a specific client.

Action

Create a Proposal From a Template

Creates a proposal from a selected template.

Action

Delete a Client

Delete a specific client.

Action

Delete a Fee

Deletes a fee specified by ID.

Action

Delete a Proposal

Deletes a proposal specified by ID.

Action

Get a Client

Get a specific client.

Action

Get a Fee

Gets a fee specified by ID.

Action

Popular Bidsketch workflows.

Looking to get more out of Bidsketch? With Make you can visually integrate Bidsketch into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

Create Bidsketch proposals from new Google Sheets spreadsheet rows

Every time a new row is added to a Google Sheets spreadsheet, Make will automatically create a new proposal in Bidsketch. The template uses this example spreadsheet.

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Create clients in Bidsketch from new Google Sheets spreadsheet rows

Every time a new row is added to a Google Sheets spreadsheet, Make will automatically create a new client in Bidsketch. The template uses this example spreadsheet.

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Save Bidsketch clients to a Google Sheets spreadsheet

Every time a new client is created in Bidsketch, Make will automatically add that client to your Google Sheets spreadsheet as a new row. The template uses this example spreadsheet.

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Send Gmail messages every time a Bidsketch proposal is completed

Every time a new proposal is accepted or declined in Bidsketch, Make will automatically send a message in Gmail.

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Get Slack notifications about new proposals completed in Bidsketch

Every time a new proposal is accepted or declined in Bidsketch, Make will automatically send a notification message to a specified channel/chat in Slack.

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Add Mailchimp subscribers for new Bidsketch clients

Every time a new client is created in Bidsketch, Make will automatically add subscribers to your Mailchimp.

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Add Mailchimp subscribers from new Bidsketch clients

Every time a new client is added to Bidsketch, Make will automatically add that customer to a selected MailChimp list.

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Create Bidsketch clients from new HubSpot CRM contacts

Every time a new contact is created in HubSpot CRM, Make will automatically add that contact to Bidsketch as a client.

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Create a Bidsketch template from new Google Forms responses

Every time a user fills out your Google form, Make will automatically create a new Bidsketch document based on the data submitted.