Connect Bidsketch to Definable AI

Bidsketch is a proposal software that helps businesses create professional proposals quickly and efficiently.

About Bidsketch

Bidsketch is a productivity tool. Connect it to Definable AI with one-click OAuth2 — no API keys or custom code required.

What you can automate with Bidsketch

Use Definable AI's agent platform to trigger workflows from Bidsketch, process results with 50+ AI models, and sync data across 900+ connected apps.

Tools & Actions (38 available)

  • Create Client: Tool to create a client. Use when adding a new client record to Bidsketch.
  • 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: Tool to create a new proposal. Use when you need to create a proposal for a client with a name, description, and other details.
  • 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: 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
  • 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: Permanently delete a webhook subscription by ID. This removes the webhook and stops all future event notifications to its endpoint. Use this tool when you no longer need to receive events at a specific webhook URL, or when cleaning up test webhooks. Returns HTTP 204 No Content on success, or HTTP 404 if the webhook ID doesn't exist.
  • 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 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: Get proposal statistics for your Bidsketch account. This endpoint retrieves the total count of proposals in your account, including all proposals regardless of their status (draft, sent, won, lost, or archived). Use this when you need to: - Get a quick overview of total proposal count - Track the number of proposals created over time - Display proposal statistics in dashboards or reports No parameters required - simply call this action to get the current proposal count.
  • Get Proposals: Tool to retrieve all proposals for the account. Use when you need an overview of existing proposals.
  • Get Section: Tool to fetch a section by ID. Use when you need detailed section information after confirming its ID.
  • Get Sections: Retrieves all reusable proposal sections saved to your Bidsketch account. Sections are text blocks that can be included in proposals, categorized as 'opening' (appear at the start) or 'closing' (appear at the end). Use this to browse available sections before adding them to proposals.
  • Get Templates: Retrieves all proposal templates saved in the account. Templates contain predefined sections, fees, and structure that can be used to create new proposals. Use this action to discover available templates before creating proposals or to display template options to users.
  • List Proposal Closing Sections: Tool to get a collection of closing sections for a proposal. Closing sections appear at the end of the proposal. Use when you need to retrieve all closing sections for a specific proposal.
  • List Proposal Opening Sections: Tool to get a collection of opening sections for a proposal. Opening sections appear first in the proposal. Use when you need to retrieve all opening sections for a specific proposal.
  • 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.

How to connect Bidsketch

  1. Sign in to Definable AI and go to Apps
  2. Search for Bidsketch and click Connect
  3. Authorize via OAuth2 — takes under 30 seconds
  4. Use Bidsketch actions in your AI agents and workflows