proposal-&-invoice-management · 0 triggers · 38 actions
Bidsketch is a proposal software that helps businesses create professional proposals quickly and efficiently. Add Bidsketch to your Stream Deck workflows with guided setup for the connection details it needs.
Add Bidsketch to a workflow and pair it with a Stream Deck button to run it in one press — handy for proposal-&-invoice-management tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesSteps your workflow can perform in Bidsketch.
Tool to create a new proposal. Use when you need to create a proposal for a client with a name, description, and other details.
Tool to get a client by ID. Use when you need detailed client info after obtaining its ID.
Tool to create a client. Use when adding a new client record to Bidsketch.
Tool to create a fee. Use when you need to add a reusable fee to the account before adding it to a proposal. Ensure required fields are set (e.g., unit for custom fees).
Tool to create a proposal fee. Use after confirming the proposal exists to add a cost line item; require unit when feetype is custom.
Tool to create a proposal section. Use after confirming a proposal exists to add a new opening or closing section.
Tool to create a section. Use when you need to add a new section to your account before including it in proposals.
Create a webhook subscription in Bidsketch to receive real-time notifications when specific events occur. Webhooks enable your application to receive immediate notifications when events happen in Bidsketch, such as when clients are created or proposals are sent, viewed, accepted, or declined. Your webhook endpoint must be publicly accessible and respond with HTTP 200 OK to webhook POST requests. Bidsketch will retry failed deliveries up to 20 times. Common use cases: - Sync client data to your CRM when a new client is created - Trigger workflows when proposals are sent or viewed - Update project management tools when proposals are accepted - Send notifications to your team when proposals are declined
Bidsketch is a proposal software that helps businesses create professional proposals quickly and efficiently.
Create your Conductor Deck account: no credit card required.
Follow the setup prompts for Bidsketch. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
Add a Bidsketch action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
Sign up for free and start building Bidsketch workflows in minutes.