Bidsketch

38 tools available

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

Connect Bidsketch to Definable to automate repetitive tasks, sync data with the rest of your stack, trigger on real-world events. Personas call Bidsketch's 38 tools directly from chat or scheduled flows. You can wire it into any persona to read, write, and react when an event fires.

Common workflows with Bidsketch

Trigger on event

Listen for a new event
Parse and validate the payload
Take an action with the linked tool

Daily summary

Pull yesterday's activity
Summarise with the model of your choice
Send the digest via email or Slack

Cross-tool sync

Read records from one app
Transform with a persona
Write the result back via this integration

Bidsketch actions 38

Every Bidsketch action below is a callable tool any Definable persona can invoke.

Create Client

Tool to create a client. Use when adding a new client record to Bidsketch.

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.

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 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

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 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.

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

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

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.

Frequently asked questions

What can I automate with Bidsketch on Definable?

Anything Bidsketch exposes through its API. Common proposal & invoice management workflows on Definable include automate repetitive tasks, sync data with the rest of your stack, trigger on real-world events. Personas can call any of the 38 Bidsketch tools directly, then chain the result into another integration without you writing code.

How does Bidsketch authentication work?

Bidsketch uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

Is the Bidsketch integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 38 Bidsketch tools. You only need a separate Bidsketch subscription if Bidsketch itself charges per seat or per API call.

Is using Bidsketch through Definable secure?

Every call from a persona to Bidsketch is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

How do I get started with Bidsketch on Definable?

Sign up for Definable, open the integrations page, find Bidsketch, and connect via OAuth or API key. You can immediately attach Bidsketch to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

What Bidsketch actions does Definable expose?

Definable exposes all 38 Bidsketch actions as callable tools — including `Create Client`, `Create Proposal`, `Delete Client`, plus 35 more. Each tool gets a typed parameter schema so personas know exactly how to call it.

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