The Bidsketch module allows you to create, update, retrieve, and delete proposals, and fees in your Bidsketch account.
Prerequisites
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.
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.
Triggers when a new client is created.
Webhook Name | Enter a name for the webhook. |
Connection | Establish a connection to your Bidsketch account. |
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 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 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. |
Deletes a specific client.
Connection | Establish a connection to your Bidsketch account. |
Client ID | Select the Client ID you want to delete. |
Triggers when a proposal is sent to a client.
Webhook Name | Enter a name for the webhook. |
Connection | Establish a connection to your Bidsketch account. |
Triggers when a proposal is viewed by the client.
Webhook Name | Enter a name for the webhook. |
Connection | Establish a connection to your Bidsketch account. |
Triggers when a proposal is either accepted or declined.
Webhook Name | Enter a name for the webhook. |
Connection | Establish a connection to your Bidsketch account. |
Triggers when a proposal is saved for the first time.
Webhook Name | Enter a name for the webhook. |
Connection | Establish a connection to your Bidsketch account. |
Gets Proposal by ID.
Connection | Establish a connection to your Bidsketch account. |
Proposal ID | Select the Proposal ID whose details you want to retrieve. |
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:
|
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:
|
Hide Monthly Total | Select whether to hide the monthly total amount:
|
Hide Project Total | Select whether to hide the monthly total amount:
|
Hide Yearly Total | Select whether to hide the yearly total amount:
|
Hide Grand Total | Select whether to hide the grand total amount:
|
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:
|
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:
|
Hide Monthly Total | Select whether to hide the monthly total amount:
|
Hide Project Total | Select whether to hide the monthly total amount:
|
Hide Yearly Total | Select whether to hide the yearly total amount:
|
Hide Grand Total | Select whether to hide the grand total amount:
|
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:
|
Hide Monthly Total | Select whether to hide the monthly total amount:
|
Hide Project Total | Select whether to hide the monthly total amount:
|
Hide Yearly Total | Select whether to hide the yearly total amount:
|
Hide Grand Total | Select whether to hide the grand total amount:
|
Deletes a proposal specified by ID.
Connection | Establish a connection to your Bidsketch account. |
Proposal ID | Select the Proposal ID you want to delete. |
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. |
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:
|
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. |
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:
|
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. |
Deletes a fee specified by ID.
Connection | Establish a connection to your Bidsketch account. |
Fee ID | Select the Fee ID you want to delete. |
Performs an arbitrary authorized API call.
Connection | Establish a connection to your Bidsketch account. |
URL |
Enter a path relative to For the list of available endpoints, refer to the Bidsketch API Documentation.
|
Method |
Select the HTTP method you want to use: GET POST PUT PATCH DELETE |
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. |
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: