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Choose a Trigger
Choose an Action
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Select a trigger from Bidsketch
A trigger is an event that starts your Zap and runs the workflow. For example, with Bidsketch, a trigger could be "New Client."
Setup an action from Paperform
An action is what takes place after the automation is triggered. For example, with Paperform, the action could be "Create Form Coupon."
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
triggers, actions, or triggers and actions
- New Client
Triggered when a client is created through the API or in the Bidsketch app
Try ItTriggerInstant - New Proposal
Triggers when a proposal is saved for the first time.
Try ItTriggerInstant - Proposal Viewed
Triggers each time a proposal is viewed by a client
Try ItTriggerInstant - Company Name
- AmountRequired
- Fee TypeRequired
- DescriptionRequired
- Unit
- Quantity
- Category
ActionWrite
- Status
Try ItTriggerInstant- Proposal Sent to Client
Triggers each time a proposal is sent to a client
Try ItTriggerInstant - First 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
ActionWrite- Template
- Company Name
- Client EmailRequired
- Client's First NameRequired
- Client's Last NameRequired
- DescriptionRequired
- Client's Company Name
- Client's Phone Number
ActionWrite
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Related categories
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