Bidsketch

Bidsketch is proposal software that helps you close deals in minutes. So you can focus on your work. It's proposal management that helps you cut your proposal time in half, up-sell for more revenue, close more deals in your sales pipeline.

Integrate the Bidsketch API with the Salesforce API

Setup the Bidsketch API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Bidsketch and Salesforce remarkably fast. Free for developers.

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New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

 
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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

 
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New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

 
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New Updated Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected type is updated. See the documentation

 
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Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

 
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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

 
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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

 
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Create Account with the Salesforce API

Creates a Salesforce account. See the documentation

 
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Create Attachment with the Salesforce API

Creates an Attachment on a parent object. See the documentation

 
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Overview of Bidsketch

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.

Connect Bidsketch

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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}`,
      },
    })
  },
})

Overview of Salesforce

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Connect Salesforce

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesforce_rest_api: {
      type: "app",
      app: "salesforce_rest_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
      headers: {
        Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo