Create Bidsketch clients from new Google Contacts
Apps used in template
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Every time a new contact is created in Google Contacts, Make will automatically add that contact to Bidsketch as a client.
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This template periodically checks for new contacts in Google Contacts and uses the retrieved information to: a) Add new rows to a Google Sheets spreadsheet b) Add new contacts to ActiveCampaign
The template is using this sample Google Sheets spreadsheet as a destination for the new Google contacts. You should make a copy of it before configuring the template.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
Every time a new page is accepted in your Qwilr, Make will automatically add a row in your Google Sheets sheet. Here's the sheet used in this scenario.
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.
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.
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.
Every time a new proposal is accepted in Fresh Proposals, Make will automatically add that proposal to your Google Sheets spreadsheet as a new row. The template uses this example spreadsheet.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds or Removes contacts from a specified contact group.
Create a new client.
Creates a new contact.
Creates a new contact group.
Creates a new fee.
Create a proposal on a specific client.
Creates a proposal from a selected template.
Delete a specific client.
Deletes a contact.
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