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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Bidsketch with Zendesk Sell - 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 Zendesk Sell

An action is what takes place after the automation is triggered. For example, with Zendesk Sell, the action could be "Create Company."

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

That’s it! You just connected Bidsketch to Zendesk Sell

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Make work flow with AI

Level up your Bidsketch to Zendesk Sell 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 Zendesk Sell 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
Try It
New Proposal
Triggers when a proposal is saved for the first time.
Trigger
Instant
Try It
Proposal Viewed
Triggers each time a proposal is viewed by a client
Trigger
Instant
Try It
- Company Name
- Amount
  Required
- Fee Type
  Required
- Description
  Required
- Unit
- Quantity
- Category
Action
Write
- Is Company?
Trigger
Scheduled
Try It

New Deal
Triggers when a new deal is created.
Trigger
Scheduled
Try It
Updated Deal
Triggers when an existing deal is updated.
Trigger
Scheduled
Try It

Updated Lead
Triggers when an existing lead is updated.
Trigger
Scheduled
Try It
New Product in Catalog
Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher.
Trigger
Scheduled
Try It
- Company Name
- Parent Company
- Email Address
  Required
- Phone Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Title
- Company
- Email Address
  Required
- Phone Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
  Required
Action
Write
- Company Name
- Company
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
Action
Write
- Resource ID
  Required
- Related to
- Sequence ID
Action
Write
- First Name
  Required
- Last Name
  Required
- Company Name
- Email Address
  Required
- Phone Number
- Mobile Number
- Title
- Source
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Status
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
  Required
Action
Write
- Content
  Required
- Related to
Action
Write
- Company
  Required
- Company Name
- Description
  Required
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Amount
  Required
- Currency
Action
Write
- Company ID
- Company Name
- Email
Action
Search
- Company ID
- First Name
- Last Name
- Email
Action
Search
- Company
  Required
- Company Name
Action
Search
- Company
  Required
- Company Name
Action
Search
- Company ID
- Company Name
Action
Search
- Company
  Required
- Company Name
- Email Address
  Required
Action
Search
- Company ID
- First Name
- Last Name
- Email
- First Name
  Required
- Last Name
  Required
- Title
- Company
- Email Address
  Required
- Phone Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
  Required
Action
Search or write
- Company ID
- Company Name
- First Name
- Last Name
- Email
- First Name
  Required
- Last Name
  Required
- Company Name
- Email Address
  Required
- Phone Number
- Mobile Number
- Title
- Source
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Status
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
  Required
Action
Search or write

- Status
Trigger
Instant
Try It
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
- Is Company?
Trigger
Scheduled
Try It
- Pipeline
- Stage
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
- Related to
Trigger
Scheduled
Try It
- Related to
Trigger
Scheduled
Try It
- Company
  Required
- Company Name
- Parent Company
- Email Address
  Required
- Phone Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
  Required
Action
Write
- Company
  Required
- First Name
  Required
- Last Name
  Required
- Title
- Company
- Email Address
  Required
- Phone Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
  Required
Action
Write
- Company
  Required
- Company Name
- Company
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
Action
Write
- Sequence
  Required
- Resource ID
  Required
- Related to
- Sequence Owner ID
Action
Write
- Company
  Required
- First Name
  Required
- Last Name
  Required
- Company Name
- Email Address
  Required
- Phone Number
- Mobile Number
- Title
- Source
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Status
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
  Required
Action
Write
- Company Name
- Description
  Required
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Amount
  Required
- Currency
Action
Write
- Content
  Required
- Owner
- Due Date
- Alert
- Related to
Action
Write
- Company ID
- Company Name
- First Name
- Last Name
- Email
- Is Company?
Action
Search
- Company ID
- Company Name
Action
Search
- Company ID
- Company Name
- First Name
- Last Name
- Email
Action
Search
- Company ID
- Company Name
- Product SKU
Action
Search
- Company
  Required
- Stage Name
- Pipeline Name
Action
Search
- Company ID
- Company Name
- Email
- Company Name
- Parent Company
- Email Address
  Required
- Phone Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
  Required
Action
Search or write
- Company ID
- Company Name
- Company Name
- Company
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
Action
Search or write
- Company ID
- Company Name
- Product SKU
- Company Name
- Description
  Required
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Amount
  Required
- Currency
Action
Search or write

Learn how to automate Bidsketch on the Zapier blog

Learn how to automate Zendesk Sell on the Zapier blog

About Bidsketch

Bidsketch helps you create professional proposals in minutes.

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Proposal & Invoice Management

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About Zendesk Sell

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

Related categories

CRM (Customer Relationship Management)

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