Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Bidsketch
Trigger: Watch a Proposal Accepted or Declined
Make Code
Action: Select an action
1. Select a trigger
  • Triggers when a proposal is either accepted or declined.

  • Triggers when a proposal is sent to a client.

  • Triggers when a proposal is viewed by a client.

  • Triggers when a client is created.

  • Triggers when a proposal is saved for the first time.

2. Select an action
  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)