Bidsketch API Integrations

Build and run workflows using the Bidsketch API. Use 1000s of source-available triggers and actions across 2,400+ apps. Or write custom code to integrate any app or API in seconds.

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Overview#

The Bidsketch API offers a gateway to streamline your proposal creation and management process. It empowers users to automate the drafting of proposals, maintain client data, and track proposal statuses without the manual hassle. With Pipedream, you can connect Bidsketch to a multitude of other apps, crafting workflows that trigger actions based on events such as proposal acceptance or comment additions, thus ensuring timely follow-ups and efficient client interaction.

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    bidsketch: {
      type: "app",
      app: "bidsketch",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://bidsketch.com/api/v1/clients`,
      headers: {
        "Authorization": `Token token=${this.bidsketch.$auth.api_token}`,
      },
    })
  },
})

Example Use Cases#

Automated Proposal Follow-Ups: When a proposal is viewed by a client, trigger an email or SMS to remind them to provide feedback or ask if they have any questions. This can be done by integrating Bidsketch with email and SMS services like SendGrid or Twilio on Pipedream.
Instant Notification on Proposal Approval: Set up an instant alert via Slack or another messaging platform when a proposal is approved. This can keep your sales team in the loop and initiate the next steps in the onboarding process swiftly.
Sync Proposal Status with CRM: Whenever a proposal status changes, the workflow can update the deal stage in a CRM like Salesforce, keeping sales pipelines up-to-date without manual data entry.

Authentication#

Name Slug: bidsketch

Bidsketch uses API keys for authentication. When you connect your Bidsketch account, Pipedream securely stores the keys so you can easily authenticate to Bidsketch APIs in both code and no-code steps.

To find your API Token go to Account Settings > API & Integration.

Start for free — no credit card required

Watch a demo

Bidsketch

Bidsketch API Integrations

Build and run workflows using the Bidsketch API. Use 1000s of source-available triggers and actions across 2,400+ apps. Or write custom code to integrate any app or API in seconds.