Intégration Bidsketch + Hipcall

Bidsketch est un logiciel de proposition qui vous permet de créer, signer et suivre des propositions de clients personnalisées en quelques minutes.

Lorsque cela se produit (déclencheurs)

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.