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Bidsketch

Integromat Updated September 17, 2020 05:10

The Bidsketch module allows you to create, update, retrieve, and delete proposals, and fees in your Bidsketch account.

Getting Started with Bidsketch

Prerequisites

A Bidsketch account

In order to use Bidsketch with Integromat, it is necessary to have a Bidsketch account. If you do not have one, you can create a Bidsketch account at signup.bidsketch.com/signup/bidsketch.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Bidsketch to Integromat

To connect your Bidsketch account to Integromat you need to obtain the API Key from your Bidsketch account and insert it in the Create a connection dialog in the Integromat module.

1. Login to your Bidsketch account.

2. Click Accounts > API & Integration > Unique Token.

3. Copy the token to your clipboard.

4. Go to Integromat and open the Bidsketch module's Create a connection dialog.

5. In the Connection name field, enter a name for the connection.

6. In the API Key field, enter the token copied in step 3 and click Continue.

The connection has been established.

Client

Watch New Clients

Triggers when a new client is created.

You do not have to add the webhooks in the Bidsketch as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Bidsketch account.

Get a Client

Gets a specific client.

Connection	Establish a connection to your Bidsketch account.
Client ID	Select the Client ID whose details you want to retrieve.

Create a Client

Create a new client.

Connection	Establish a connection to your Bidsketch account.
First Name	Enter the first name of the client.
Last Name	Enter the last name of the client.
Email Address	Enter the email address of the client.
Name	Enter the name of the client.
Phone	Enter the phone number of the client.
Alt Phone	Enter any alternate phone number fo the client.
Website	Enter the client's website URL address.
Address Field One	Enter the street address of the client.
Address Field Two	Enter the street address of the client.
City	Enter the client's city name.
State	Enter the client's state name.
Postal Zip	Enter the client's area postal zip code.
Country	Enter the client's country name.
Notes	Enter any additional information about the client.
Other Contact	Enter an alternative client's contact address.

Update a Client

Update a client as specified by ID.

Connection	Establish a connection to your Bidsketch account.
First Name	Enter the first name of the client.
Last Name	Enter the last name of the client.
Email Address	Enter the email address of the client.
Name	Enter the name of the client.
Phone	Enter the phone number of the client.
Alt Phone	Enter any alternate phone number fo the client.
Website	Enter the client's website URL address.
Address Field One	Enter the street address of the client.
Address Field Two	Enter the street address of the client.
City	Enter the client's city name.
State	Enter the client's state name.
Postal Zip	Enter the client's area postal zip code.
Country	Enter the client's country name.
Notes	Enter any additional information about the client.
Other Contact	Enter an alternative client's contact address.

Delete a Client

Deletes a specific client.

Connection	Establish a connection to your Bidsketch account.
Client ID	Select the Client ID you want to delete.

Proposal

Watch Proposal Sent to Client

Triggers when a proposal is sent to a client.

You do not have to add the webhooks in the Bidsketch as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Bidsketch account.

Watch proposal Viewed

Triggers when a proposal is viewed by the client.

You do not have to add the webhooks in the Bidsketch as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Bidsketch account.

Watch a Proposal Accepted or Declined

Triggers when a proposal is either accepted or declined.

You do not have to add the webhooks in the Bidsketch as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Bidsketch account.

Watch New Proposals

Triggers when a proposal is saved for the first time.

You do not have to add the webhooks in the Bidsketch as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Bidsketch account.

Get a Proposal

Gets Proposal by ID.

Connection	Establish a connection to your Bidsketch account.
Proposal ID	Select the Proposal ID whose details you want to retrieve.

Create a Proposal

Creates a proposal for a specific client.

Connection	Establish a connection to your Bidsketch account.
Client ID	Select the Client ID for whom you are creating the proposal.
Name	Enter a name for the proposal.
Description	Enter the details of the project.
Currency	Select the applicable currency for the proposal.
Proposal Date	Enter the date on which you are creating this proposal.
Tax	Enter the tax applicable to the proposal in percentage. For example, `5`.
Tax 2	Enter any other additional tax applicable to the proposal in percentage. For example, `7.5`.
Discount	Enter the discount applicable to the proposal in percentage. For example, `5`.
Provide Proposal Settings	Select whether to provide proposal settings: Yes No Not defined
Proposal Fees Title	Enter a name for the proposal fees.
Approval Message	Enter the message to be sent to the client on approving the proposal.
Optional Fees Note	Enter the note for the optional fees.
Optional Fees Title	Enter a name for the optional fees.
Include Optional Fees In Totals	Select whether to include the optional fees in the proposal total amount: Yes No Not defined
Hide Monthly Total	Select whether to hide the monthly total amount: Yes No Not defined
Hide Project Total	Select whether to hide the monthly total amount: Yes No Not defined
Hide Yearly Total	Select whether to hide the yearly total amount: Yes No Not defined
Hide Grand Total	Select whether to hide the grand total amount: Yes No Not defined

Create a Proposal From a Template

Creates a proposal from the selected template.

Connection	Establish a connection to your Bidsketch account.
Template ID	Select the Template ID for the proposal you want to create.
Client ID	Select the Client ID for whom you are creating the proposal.
Name	Enter a name for the proposal.
Description	Enter the details of the project.
Currency	Select the applicable currency for the proposal.
Proposal Date	Enter the date on which you are creating this proposal.
Tax	Enter the tax applicable to the proposal in percentage. For example, `5`.
Tax 2	Enter any other additional tax applicable to the proposal in percentage. For example, `7.5`.
Discount	Enter the discount applicable to the proposal in percentage. For example, `5`.
Provide Proposal Settings	Select whether to provide proposal settings: Yes No Not defined
Proposal Fees Title	Enter a name for the proposal fees.
Approval Message	Enter the message to be sent to the client on approving the proposal.
Optional Fees Note	Enter the note for the optional fees.
Optional Fees Title	Enter a name for the optional fees.
Include Optional Fees In Totals	Select whether to include the optional fees in the proposal total amount: Yes No Not defined
Hide Monthly Total	Select whether to hide the monthly total amount: Yes No Not defined
Hide Project Total	Select whether to hide the monthly total amount: Yes No Not defined
Hide Yearly Total	Select whether to hide the yearly total amount: Yes No Not defined
Hide Grand Total	Select whether to hide the grand total amount: Yes No Not defined

Update a Proposal

Updates a proposal specified by ID.

Connection	Establish a connection to your Bidsketch account.
Proposal ID	Select the Proposal ID whose details you want to update.
Client ID	Select the Client ID for whom you are creating the proposal.
Name	Enter a name for the proposal.
Description	Enter the details of the project.
Currency	Select the applicable currency for the proposal.
Proposal Date	Enter the date on which you are creating this proposal.
Tax	Enter the tax applicable on the proposal in percentage. For example, `5`.
Tax 2	Enter any other additional tax applicable to the proposal in percentage. For example, `7.5`.
Discount	Enter the discount applicable to the proposal in percentage. For example, `5`.
Approval Message	Enter the message to be sent to the client on approving the proposal.
Optional Fees Note	Enter the note for the optional fees.
Optional Fees Title	Enter a name for the optional fees.
Proposal Fees Title	Enter a name for the proposal fees.
Include Optional Fees In Totals	Select whether to include the optional fees in the proposal total amount: Yes No Not defined
Hide Monthly Total	Select whether to hide the monthly total amount: Yes No Not defined
Hide Project Total	Select whether to hide the monthly total amount: Yes No Not defined
Hide Yearly Total	Select whether to hide the yearly total amount: Yes No Not defined
Hide Grand Total	Select whether to hide the grand total amount: Yes No Not defined

Delete a Proposal

Deletes a proposal specified by ID.

Connection	Establish a connection to your Bidsketch account.
Proposal ID	Select the Proposal ID you want to delete.

Fee

Get a Fee

Gets a fee specified by ID.

Connection	Establish a connection to your Bidsketch account.
Fee ID	Select the Fee ID whose details you want to retrieve.

Create a Fee

Creates a new fee.

Connection	Establish a connection to your Bidsketch account.
Name	Enter a name for the fee.
Amount	Enter the amount for the fee.
Fee Type	Select the fee type: Fixed Hourly Monthly Yearly Custom
Unit	Enter the unit of the fee. Applicable only if you have selected the Fee Type as Custom. For example, `Hour` for `hourly`, `Month` for `monthly`, and `Year` for `yearly`.
Quantity	Enter the quantity used for calculating the fees.
Category	Enter the fee category to group the fees together.
Description	Enter the details of the fee.

Update a Fee

Updates a fee specified by ID.

Connection	Establish a connection to your Bidsketch account.
Fee ID	Select the Fee ID whose details you want to update.
Name	Enter a name for the fee.
Amount	Enter the amount for the fee.
Fee Type	Select the fee type: Fixed Hourly Monthly Yearly Custom
Unit	Enter the unit of the fee. Applicable only if you have selected the Fee Type as Custom. For example, `Hour` for `hourly`, `Month` for `monthly`, and `Year` for `yearly`.
Quantity	Enter the quantity used for calculating the fees.
Category	Enter the fee category to group the fees together.
Description	Enter the details of the fee.

Delete a Fee

Deletes a fee specified by ID.

Connection	Establish a connection to your Bidsketch account.
Fee ID	Select the Fee ID you want to delete.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your Bidsketch account.
URL	Enter a path relative to `https://bidsketch.com/api/`. For example: `/v1/clients.json` For the list of available endpoints, refer to the Bidsketch API Documentation.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example of Use - List Fees

The following API call returns all the fees from your Bidsketch account:

URL:
/v1/fees.json

Method:
GET

Matches of the search can be found in the module's Output under Bundle > Body.
In our example, 3 fees were returned:

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