Connect magicplan to Bidsketch and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

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Select a trigger from magicplan

A trigger is an event that starts your Zap and runs the workflow. For example, with magicplan, a trigger could be "Project Exported."

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

Setup an action from Bidsketch

An action is what takes place after the automation is triggered. For example, with Bidsketch, the action could be "Create Client."

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

That’s it! You just connected magicplan to Bidsketch

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

Connect magicplan and Bidsketch 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.

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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.

Connect magicplan and Bidsketch to unlock the power of automation

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Choose a Trigger

Start here

Choose an Action

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.

Project Exported
Triggers only once when files have been generated and includes a list of the files.
Trigger
Instant
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- Project Name
  Required
- User Email Address
  Required
- Project Type
  Required
- Project Listing Reference
- Street
- Street Number
- Postal Code
- City
- Province
- Country
- Name
- Email
- Phone
- Street
- City
- Province
- Country
- Postal Code
- Reference
- Notes
Action
Write
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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- Project Name
  Required
- Amount
  Required
- Fee Type
  Required
- Description
  Required
- Unit
- Quantity
- Category
Action
Write

File Generated
Triggers for every file that has been generated.
Trigger
Instant
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- Project ID
  Required
- File Category
Action
Search
- Status
Trigger
Instant
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Proposal Sent to Client
Triggers each time a proposal is sent to a client
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- User Email Address
  Required
- Project Name
  Required
- Phone Number
- Alternate Phone Number
- Website
- Address Street
- Address Street 2
- City
- Address State
- Address Country
- Address Zip Code
- Notes
Action
Write
- Template
- Project Name
  Required
- 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