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Connect Bidsketch and Callexa Feedback to unlock the power of automation

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Quickly connect Bidsketch to Callexa Feedback with a Zapier template.

Our most popular template

Send surveys through Callexa Feedback when proposals at Bidsketch are closed
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Bidsketch + Callexa Feedback

Send surveys through Callexa Feedback when proposals at Bidsketch are closed

Bidsketch + Callexa Feedback

How Zapier works

Zapier makes it easy to integrate Bidsketch with Callexa Feedback - no code necessary. See how you can get setup in minutes.

Select a trigger from Bidsketch

A trigger is an event that starts your Zap and runs the workflow. For example, with Bidsketch, a trigger could be "New Client."

A trigger is the event that kicks off your automated workflow.

Setup an action from Callexa Feedback

An action is what takes place after the automation is triggered. For example, with Callexa Feedback, the action could be "Add Recipient."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Bidsketch to Callexa Feedback

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Bidsketch to Callexa Feedback integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Bidsketch and Callexa Feedback to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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
Trigger
Instant
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New Proposal
Triggers when a proposal is saved for the first time.
Trigger
Instant
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Proposal Viewed
Triggers each time a proposal is viewed by a client
Trigger
Instant
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- Company Name
- Amount
  Required
- Fee Type
  Required
- Description
  Required
- Unit
- Quantity
- Category
Action
Write
- Survey
Trigger
Instant
Try It

- Status
Trigger
Instant
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Proposal Sent to Client
Triggers each time a proposal is sent to a client
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company Name
- Phone Number
- Alternate Phone Number
- Website
- Address Street
- Address Street 2
- Address City
- Address State
- Address Country
- Address Zip Code
- Notes
Action
Write
- Template
- Company Name
- Client Email
  Required
- Client's First Name
  Required
- Client's Last Name
  Required
- Description
  Required
- Client's Company Name
- Client's Phone Number
Action
Write
- Survey
- Email Address
  Required
- Unique Identifier
- Salutation
- First Name
- Last Name
- Company Name
- Send Delay
- Send Date
Action
Write

Learn how to automate Bidsketch on the Zapier blog

Learn how to automate Callexa Feedback on the Zapier blog

About Bidsketch

Bidsketch helps you create professional proposals in minutes.

Related categories

Proposal & Invoice Management

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About Callexa Feedback

Callexa is a full-featured surveying tool based on the established Net Promoter Score. Get valuable customer feedback with minimal effort.

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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