Bidsketch + Trello
Add approved Bidsketch proposals to Trello as project boards
Get your project off to the right start with this Zapier integration. This automation ensures a quick transition from deal to project, by creating a new Trello board as soon as the proposal is approved.
Get your project off to the right start with this Zapier integration. This automation ensures a quick transition from deal to project, by creating a new Trello board as soon as the proposal is approved.
- When this happens...Proposal Accepted or Declined
Triggers when a proposal is either accepted or declined
- automatically do this!Create Board
Triggers when a new board is added.
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New Client
Triggered when a client is created through the API or in the Bidsketch app
Try ItNew Proposal
Triggers when a proposal is saved for the first time.
Try ItProposal Viewed
Triggers each time a proposal is viewed by a client
Try ItNameRequired
AmountRequired
Fee TypeRequired
DescriptionRequired
Unit
Quantity
Category
Status
Try ItProposal Sent to Client
Triggers each time a proposal is sent to a client
Try ItFirst 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
NameRequired
Client EmailRequired
Client's First NameRequired
Client's Last NameRequired
Description
Client's Company Name
Client's Phone Number
