--- title: Bidsketch slug: bidsketch description: How to integrate Bidsketch with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_bidsketch.png createdAt: 2025-02-03T13:28:47.489Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/bidsketch.png" alt="Bidsketch logo" caption size="50" width="512" height="512"} | Bidsketch is a proposal software that helps businesses create, track, and manage client proposals. Integrating Bidsketch with Make.com allows users to automate proposal creation, client follow-ups, and status tracking directly from their Bidsketch account. | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} This is AI-generated content based on official Bidsketch documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact [Bidsketch](https://www.bidsketch.com/contact/) directly. ::: # Requirements To use the Bidsketch app in Make, you must have an active Bidsketch account with admin access to obtain an API token, [create your account on Bidsketch](https://www.bidsketch.com/). For subscription, refer to the [Bidsketch pricing page](https://www.bidsketch.com/). # Connect Bidsketch and Make To get started, you must first create a connection between Bidsketch and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your Bidsketch account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your API Key in your Bidsketch account Before you create the connection in Make, you should first obtain your **API Key** in your Bidsketch account. To obtain your **API Key **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to** Account Settings**. ::: :::WorkflowBlockItem Click the** API and Integration tab**. ::: :::WorkflowBlockItem Click the** unique token link**. ::: :::WorkflowBlockItem Copy the** API key** displayed on screen. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://help.bidsketch.com/article/76-using-the-bidsketch-api) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Bidsketch module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem Enter the **authentication credentials** you copied from your Bidsketch account or follow the on-screen instructions to create the connection. ::: ::::: For detailed information on connecting an application, see **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Bidsketch modules After connecting to the Bidsketch app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create a Client Add a new client record to your account. ::: :::ExpandableHeading ### Create a Fee Creates a new fee record in your account. ::: :::ExpandableHeading ### Create a Proposal Generate a new proposal document tailored for a selected client. ::: :::ExpandableHeading ### Create a Proposal From a Template Generates a new proposal using a specified template of your choice. ::: :::ExpandableHeading ### Delete a Client Remove a selected client from your account. ::: :::ExpandableHeading ### Delete a Fee Deletes a specific fee using its unique ID. ::: :::ExpandableHeading ### Delete a Proposal Deletes a specific proposal identified by its unique ID. ::: :::ExpandableHeading ### Get a Client Retrieve detailed information about a specific client. ::: :::ExpandableHeading ### Get a Fee Retrieves detailed information about a specific fee using its unique ID. ::: :::ExpandableHeading ### Get a Proposal Retrieves detailed information about a specific proposal using its unique ID. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Update a Client Update the details of a specific client using their unique ID. ::: :::ExpandableHeading ### Update a Fee Updates the details of a specific fee using its unique ID. ::: :::ExpandableHeading ### Update a Proposal Updates the details of a specific proposal identified by its unique ID. ::: :::ExpandableHeading ### Watch New Clients Triggers when a new client record is added to your system. ::: :::ExpandableHeading ### Watch New Proposals Triggers when a new proposal is created and saved for the first time in the system. ::: :::ExpandableHeading ### Watch a Proposal Accepted or Declined Triggers when a proposal's status changes to either accepted or declined. ::: :::ExpandableHeading ### Watch a Proposal Sent to Client Triggers when a new proposal is sent to a client from your account. ::: :::ExpandableHeading ### Watch a Proposal Viewed Triggers when a client opens and views a specific proposal. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Bidsketch resources You can have access to more resources related to this app on the following links - [Bidsketch website](https://www.bidsketch.com/) - [Bidsketch API documentation](https://github.com/Bidsketch/bidsketch-api) - [Bidsketch page on make](https://www.make.com/en/integrations/bidsketch) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::