Bidsketch and Salesflare

How to connect Bidsketch

When new Client in Bidsketch, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Proposal in Bidsketch, create opportunity in Salesflare.
When new Opportunity in Salesflare, create a Proposal in Bidsketch.

Bidsketch helps you create professional proposals in minutes.

Start a workflow when this happens

New Client — Triggered when a client is created through the API or in the Bidsketch app
New Proposal — Triggers when a proposal is saved for the first time.
Proposal Accepted or Declined — Triggers when a proposal is either accepted or declined
Proposal Sent to Client — Triggers each time a proposal is sent to a client
Proposal Viewed — Triggers each time a proposal is viewed by a client

Things Salesflare can make it do

Start a workflow when this happens

Watch New Clients — Triggers when a client is created.
Watch New Proposals — Triggers when a proposal is saved for the first time.
Watch a Proposal Accepted or Declined — Triggers when a proposal is either accepted or declined.
Watch a Proposal Sent to Client — Triggers when a proposal is sent to a client.
Watch a Proposal Viewed — Triggers when a proposal is viewed by a client.

Things Salesflare can make it do

Create a Client — Create a new client.
Create a Fee — Creates a new fee.
Create a Proposal — Create a proposal on a specific client.
Create a Proposal From a Template — Creates a proposal from a selected template.
Delete a Client — Delete a specific client.

Show 9 more actions

Sales proposals made simple.

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From im…

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ul…

PaintScout helps estimate & sell painting jobs.

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept paym…

Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intu…

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.