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How Zapier works
Zapier makes it easy to integrate Bidsketch with Formatter by Zapier - 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."
Setup an action from Formatter by Zapier
An action is what takes place after the automation is triggered. For example, with Formatter by Zapier, the action could be "Date / Time."
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Connect Bidsketch and Formatter by Zapier 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.
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.
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.
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.
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.
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 It - New Proposal
Triggers when a proposal is saved for the first time.
Try It - Proposal Viewed
Triggers each time a proposal is viewed by a client
Try It - Company Name
- AmountRequired
- Fee TypeRequired
- DescriptionRequired
- Unit
- Quantity
- Category
- Status
Try It- Proposal Sent to Client
Triggers each time a proposal is sent to a client
Try It - 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
- Template
- Company Name
- Client EmailRequired
- Client's First NameRequired
- Client's Last NameRequired
- DescriptionRequired
- Client's Company Name
- Client's Phone Number
Learn how to automate Bidsketch on the Zapier blog
Learn how to automate Formatter by Zapier on the Zapier blog
About Bidsketch
Bidsketch helps you create professional proposals in minutes.
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About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.