Bidsketch Integration
Connect Bidsketch to Arahi's no-code AI Sales Agents and automate workflows in minutes.
About the Bidsketch integration
Bidsketch is proposal software that helps you close deals in minutes. So you can focus on your work. It's proposal management that helps you cut your proposal time in half, up-sell for more revenue, close more deals in your sales pipeline. With Arahi AI, you can connect Bidsketch to Adversus, Clearbit, Contacts+ and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
- Category
- CRM
- Authentication
- keys
Bidsketch automation use cases
- Lead enrichment at ingest
- When a new lead lands in Bidsketch, auto-pull company data, social profiles, and firmographics before the rep ever sees it.
- Deal-stage alerts to Slack
- Route high-value deal movements from Bidsketch to a Slack channel the instant they cross a threshold.
- Meeting notes → Bidsketch contact record
- Log call summaries and next steps from Zoom or Meet straight into the matching Bidsketch contact.
- Duplicate contact deduping
- Flag and merge duplicate Bidsketch contacts as they appear instead of quarterly cleanup sprints.
Bidsketch workflow examples
- Create Bidsketch proposals from HubSpot deals
Use Bidsketch Create Client and a proposal template when a HubSpot deal reaches proposal so AEs send on-brand documents without building from scratch.
When a HubSpot deal reaches proposal, call Bidsketch Create Client.
- Fetch Bidsketch proposals into Google Sheets
Call Bidsketch Get Client Proposals weekly and append each record to Google Sheets so revenue leaders track win rates across clients and verticals.
Weekly, call Bidsketch Get Client Proposals and append rows to Google Sheets.
- Alert Slack on Bidsketch proposal views
Post a Slack alert when a prospect views a Bidsketch proposal so the account executive calls immediately while the buyer attention window is open.
When a Bidsketch proposal is viewed, post a Slack channel message.
Bidsketch actions
- Create Client
- Tool to create a client. use when adding a new client record to bidsketch.
- Delete Client
- Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
- Delete Fee
- Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
- Delete Proposal
- Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
- Delete Proposal Fee
- Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
- Delete Proposal Section
- Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
- Delete Section
- Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
- Delete Webhook
- Tool to delete a webhook. use after obtaining the webhook id to remove it.
- Get Client
- Tool to get a client by id. use when you need detailed client info after obtaining its id.
- Get Client Proposals
- Tool to list proposals for a specific client. use after confirming the client id exists.
- Get Clients
- Tool to retrieve all clients. use when you need to list all clients on the account.
- Get Fee
- Tool to get a single fee. use when you need detailed information about a fee by its id after confirming its existence.
- Get Fees
- Tool to list all the fees for the account. use when you need to fetch every saved fee.
- Get Proposal
- Tool to get a proposal by id. use when you need detailed information for a specific proposal after obtaining its id.
- Get Proposal Content
- Tool to get a proposal with all its content (sections and fees). use when you need a full proposal in one call.
- Get Proposal Fee
- Tool to get a single fee item for a proposal. use when you need detailed information about a specific fee before updating or displaying it.
- Get Proposal Fees
- Tool to list all fees for a proposal. use after confirming the proposal id exists; supports pagination.
- Get Proposals
- Tool to retrieve all proposals for the account. use when you need an overview of existing proposals.
- Get Proposal Section
- Tool to fetch a single proposal section. use when you need detailed information for a section after listing proposal sections.
- Get Proposal Sections
- Tool to get all sections for a proposal. use when you need to list opening or closing sections by proposal id.
- Get Proposal Stats
- Tool to get proposal statistics. use when you need the total count of proposals for the account.
- Get Section
- Tool to fetch a section by id. use when you need detailed section information after confirming its id.
- Get Sections
- Tool to list all sections. use when you need to retrieve saved sections for your account.
- Get Templates
- Tool to list all proposal templates saved for the account. use when you need to fetch available templates before creating a new proposal.
- Create Fee
- 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).
- Create Proposal Fee
- Tool to create a proposal fee. use after confirming the proposal exists to add a cost line item; require unit when feetype is custom.
- Create Proposal Section
- Tool to create a proposal section. use after confirming a proposal exists to add a new opening or closing section.
- Create Section
- Tool to create a section. use when you need to add a new section to your account before including it in proposals.
- Create Webhook
- Tool to create a webhook. use when your endpoint is ready to receive event notifications and must return http 200 ok.
- Update Client
- Tool to update a client. use when you need to modify existing client records with new data.
- Update Fee
- Tool to update a fee. use when you need to modify existing fee records with new data after verifying current values.
- Update Proposal
- Tool to update a specific proposal's details. use after retrieving a proposal to apply changes.
- Update Proposal Fee
- Tool to update a proposal fee. use when modifying specific properties of an existing fee within a proposal after verifying its existence.
- Update Proposal Section
- Tool to update a proposal section. use when you need to modify the name or content of an existing section after verifying its existence.
- Update Section
- Tool to update a section. use when you need to modify an existing section after confirming its id.