Bidsketch + Hipcall-Integration

Bidsketch ist eine Proposal-Software, mit der Sie in wenigen Minuten personalisierte Kundenangebote erstellen, unterzeichnen und verfolgen können.

Wenn dies geschieht (Trigger)

Create task
Creates a new task.

Update task
Updates an existing task.

Create contact
Creates a new contact.

Update contact
Updates an existing contact.

Create company
Creates a new company.

Update company
Updates an existing company.

Create deal
Creates a new deal.

Update deal
Updates an existing deal.

Call init
When a call start.

Call hangup
When the call hangup.

Create callback
When the caller create a new callback request.

New Client
Triggers when a new client is created

New Proposal
Triggers when a proposal is saved for the first time

Proposal Viewed
Triggers when a proposal is viewed by a client

Proposal Sent to Client
Triggers when a proposal is sent to a client

Proposal Accepted or Decline
Triggers when a proposal is accepted or declined

Create Client
Create a new client.

Create Proposal with New Client
Create a proposal with a new client.

Create Fee
Create a fee.

Create Section
Create a new section.

Update Client
Update a specified client.

Create Proposal
Creates a new Proposal.

Create task (Coming soon)
Creates a new task.

Create contact (Coming soon)
Creates a new contact.

Create company (Coming soon)
Creates a new company.