Bidsketch helps you create professional proposals in minutes.

You can find more information here.

How this Bidsketch + TrueMail integration works

• 1. Add new record to a Bidsketch account
• 2. Zapier sends the email to be verified with TrueMail
• 3. Zapier updates the existing Bidsketch record with TrueMail result code in a custom field

Apps involved

• • Bidsketch
• • TrueMail

Bidsketch Triggers

• Templates.

  Fetches a list of templates for an Account

• Proposal Viewed.

  Triggers each time a proposal is viewed by a client

• Clients.

  Gets a list of clients

• New Client.

  Triggered when a client is created through the API or in the Bidsketch app

• Proposal Sent to Client.

  Triggers each time a proposal is sent to a client

• Test.

  Testing

• Proposal Accepted or Declined.

  Triggers when a proposal is either accepted or declined

• New Proposal.

  Triggers when a proposal is saved for the first time.

• Create Client.

  Creates a new client

• Create a Proposal.

  This starts a new proposal

• Create a Proposal with Client ID.

  This starts a new proposal

• Create Fee.

  Creates a new fee