Bidsketch + Trello
Add approved Bidsketch proposals to Trello as project boards
Get your project off to the right start with this Zapier integration. This automation ensures a quick transition from deal to project, by creating a new Trello board as soon as the proposal is approved.
Get your project off to the right start with this Zapier integration. This automation ensures a quick transition from deal to project, by creating a new Trello board as soon as the proposal is approved.
- When this happens...Proposal Accepted or Declined
Triggers when a proposal is either accepted or declined
- automatically do this!Create Board
Triggers when a new board is added.
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New Client
Triggered when a client is created through the API or in the Bidsketch app
Try ItNew Proposal
Triggers when a proposal is saved for the first time.
Try ItProposal Viewed
Triggers each time a proposal is viewed by a client
Try ItNameRequired
AmountRequired
Fee TypeRequired
DescriptionRequired
Unit
Quantity
Category
Status
Try ItProposal Sent to Client
Triggers each time a proposal is sent to a client
Try ItFirst NameRequired
Last NameRequired
Email AddressRequired
Company Name
Phone Number
Alternate Phone Number
Website
Address Street
Address Street 2
Address City
Address State
Address Country
Address Zip Code
Notes
Template
NameRequired
Client EmailRequired
Client's First NameRequired
Client's Last NameRequired
Description
Client's Company Name
Client's Phone Number
About Bidsketch
Bidsketch helps you create professional proposals in minutes.
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Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
