Resources · Make integration

Bidsketch Make integrationAutomate Bidsketch with Make.

Can Make take the busywork out of your Bidsketch proposals? Yes. The Bidsketch Make integration gives you 19 modules for clients, fees and proposals, including 5 instant triggers. This guide walks agency owners and freelancers through the connection and a first working scenario.

Try the Bidsketch integration on MakeSee the 19 modules

Verified Trustpilot reviews · AI, automation & growth agency

What you can automate

What does the Bidsketch Make integration let you automate?

The integration links your Bidsketch account to Make, a visual tool where you build a scenario: an automation made of modules, each one a brick that watches for an event or does one job. Bidsketch can start a scenario the moment a proposal moves, and Make can then create, read, update or delete clients, fees and proposals for you.

Chase warm leads while they are reading. Put Watch a Proposal Viewed at the start, then send a note to your sales channel in another app. The person who wrote the proposal knows the client just opened it and can follow up with context instead of guessing.

Kick off the project once the deal is signed. Start with Watch a Proposal Accepted or Declined, add Get a Proposal to pull the full record, and pass it to your project or invoicing tool. A declined proposal can take a different path, such as a task to ask the client why.

Stop typing the same client twice. When a lead lands in your CRM or a form app, Create a Client adds it to Bidsketch and Create a Proposal From a Template prepares the first draft. If your forms live in another tool, the 123FormBuilder Make integration shows the other half of that flow.

What the integration does not do: it has no search module, so every Get, Update and Delete module expects the ID of the record. Anything the other action modules do not cover goes through Make an API Call. Weighing a different tool? The n8n vs Make comparison lays out the criteria, and the Make review covers the editor itself.

Connect

How do you connect your Bidsketch account to Make?

  1. 01

    Copy your API key in Bidsketch

    Sign in to Bidsketch with an admin account, open Account Settings, then the API and Integration tab. Click the unique token link and copy the API key shown on screen. Without admin access, this key stays out of reach.

  2. 02

    Open the connection window in Make

    Add any Bidsketch module to your scenario and click Create a connection. A connection is your Bidsketch account linked to Make once, then reused by every Bidsketch module. You can type a label in Connection name if you manage several accounts.

  3. 03

    Paste the key and save

    Paste the API key you copied into the credentials field and confirm. Make now shows the connection in the module, and the next Bidsketch module you add can pick it from the list without asking for the key again.

First scenario

Your first scenario: a draft proposal for every new client

GoalWhen a client is created in Bidsketch, Make prepares a proposal for that client from one of your templates.

  1. 01

    Create the scenario

    Go to the Scenarios page, create a new scenario and click the large + in the middle of the canvas. That empty circle becomes your first module.

  2. 02

    Add the Watch New Clients trigger

    Search for Bidsketch, pick Watch New Clients, click Create a webhook, then Create a connection and paste your API key. The trigger now waits for Bidsketch to call it.

  3. 03

    Add the proposal module

    Click the + on the right of the trigger and choose Create a Proposal From a Template. Select the template to use, then map the new client from the first module into the fields that ask for it.

  4. 04

    Test with Run once

    Click Run once, then add a test client in Bidsketch. Each module shows the bundle it received, meaning the item that moved through it. Check that the draft proposal belongs to the right client.

  5. 05

    Switch the scenario on

    Turn the scenario on. Since the trigger is instant, Bidsketch notifies Make through the webhook as soon as a client appears, so you do not need to tune the schedule on the first module.

Triggers

What can start a Bidsketch scenario?

5 modules start a scenario when something happens in Bidsketch. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Bidsketch as soon as it happens.

Bidsketch1Watch a Proposal Accepted or Declined

Watch a Proposal Accepted or Declined

Instant trigger

In Make“Triggers when a proposal is either accepted or declined.”

This trigger tells you the client has made up their mind: it starts your scenario when a proposal is accepted and also when it is declined. One module, two outcomes to route.

How it fires
instant, Bidsketch calls Make through a webhook as soon as the decision is recorded.
When to use it
opening the project, the onboarding email or the deposit invoice the minute a deal is won.
Watch out
both answers arrive through the same trigger, so add a filter after it, or an accepted and a declined proposal will get the same treatment.
Bidsketch2Watch a Proposal Sent to Client

Watch a Proposal Sent to Client

Instant trigger

In Make“Triggers when a proposal is sent to a client.”

Get a record of every proposal that leaves your hands. The scenario starts when a proposal is sent to a client, which makes it the natural place to log the send in your CRM or pipeline sheet.

How it fires
instant, Bidsketch calls Make through a webhook as soon as the proposal goes out.
When to use it
moving a deal to the next stage in your CRM without anyone updating it by hand.
Watch out
sent does not mean read. Pair it with Watch a Proposal Viewed if your follow-up depends on the client actually opening it.
Bidsketch3Watch a Proposal Viewed

Watch a Proposal Viewed

Instant trigger

In Make“Triggers when a proposal is viewed by a client.”

Know the moment a client opens your proposal. This trigger fires when a client views it, which gives your sales team a signal to call while the numbers are fresh in the client's mind.

How it fires
instant, Bidsketch calls Make through a webhook as soon as the view happens.
When to use it
posting an alert in your team chat or adding a follow-up task to the account owner.
Watch out
a client may open the same proposal several times, and each view can start the scenario again, which uses operations and can repeat your alerts.
Bidsketch4Watch New Clients

Watch New Clients

Instant trigger

In Make“Triggers when a client is created.”

Turn every new Bidsketch client into a starting point. The scenario runs when a client is created, so the rest of your stack can learn about the account without anyone copying details across.

How it fires
instant, Bidsketch calls Make through a webhook as soon as the client exists.
When to use it
creating the matching contact in your CRM or accounting tool, or preparing a first proposal from a template.
Watch out
if another scenario creates Bidsketch clients from your CRM, and this one pushes them back, you build a loop. Keep the flow going one way.
Bidsketch5Watch New Proposals

Watch New Proposals

Instant trigger

In Make“Triggers when a proposal is saved for the first time.”

Catch a proposal as soon as someone starts it. This trigger fires when a proposal is saved for the first time, well before it is sent, which suits review and tracking work.

How it fires
instant, Bidsketch calls Make through a webhook as soon as that first save happens.
When to use it
asking a manager to review a draft, or starting a record of every proposal in a shared sheet.
Watch out
later edits of the same proposal do not start it again, since only the first save counts. Use Get a Proposal later if you need the final version.
Modules

What can Make do in Bidsketch?

Bidsketch gives you 14 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Bidsketch1

Create a Client

Action

In Make“Create a new client.”

Adds a new client to your Bidsketch account from data that already exists elsewhere, so nobody retypes a company name or an email address before writing a proposal.

When to use it
a lead fills in your contact form or reaches a qualified stage in your CRM.
Watch out
the module creates, it does not check. Without a filter upstream, the same lead can end up as two clients.
Bidsketch2

Create a Fee

Action

In Make“Creates a new fee.”

Records a new fee in Bidsketch, so a price line you manage in another tool also exists where your proposals are written and stays consistent from one quote to the next.

When to use it
your rate card lives in a spreadsheet or a product catalog and a new service has just been added there.
Watch out
run a test with Run once and check the fee in Bidsketch before feeding it a whole list.
Bidsketch3

Create a Proposal

Action

In Make“Create a proposal on a specific client.”

Opens a new proposal for a given client, which saves the step of creating an empty document by hand before the real writing begins.

When to use it
you want a blank proposal attached to the right client, for example right after Create a Client in the same scenario.
Watch out
the proposal belongs to a specific client, so map the client from an earlier module rather than leaving it to chance.
Bidsketch4

Create a Proposal From a Template

Action

In Make“Creates a proposal from a selected template.”

Produces a proposal from a template you pick, so each new deal starts with your usual structure, wording and sections already in place instead of an empty page.

When to use it
you sell a few standard packages and want a ready draft as soon as a client appears.
Watch out
the output is a draft built on the template. Someone still needs to review it before it reaches the client.
Bidsketch5

Delete a Client

Action

In Make“Delete a specific client.”

Removes a specific client from Bidsketch, which keeps your client list tidy when the same account is closed or merged in your main CRM.

When to use it
your CRM is the reference and a record there is flagged as a duplicate or a test.
Watch out
a deletion done by a scenario cannot be undone from Make. Test it on a dummy client first and place a filter just before it.
Bidsketch6

Delete a Fee

Action

In Make“Deletes a fee specified by ID.”

Takes a fee out of Bidsketch by its ID, so a service you no longer sell stops showing up when someone builds a new proposal.

When to use it
an item is retired from the price list your team maintains in another app.
Watch out
you need the fee ID, and the integration has no search module to find it, so keep that ID stored next to the item in your source tool.
Bidsketch7

Delete a Proposal

Action

In Make“Deletes a proposal specified by ID.”

Erases a proposal identified by its ID. It is the cleanup module for drafts created automatically that were never meant to go further.

When to use it
a test scenario generated sample proposals, or a deal was cancelled before anything was sent.
Watch out
nothing brings the proposal back once the module has run. Route only the IDs you are sure about into it, and try it with Run once first.
Bidsketch8

Get a Client

Action

In Make“Get a specific client.”

Reads one client from Bidsketch and hands its full record to the next module, which is handy when a trigger only gives you part of the picture.

When to use it
a proposal event arrives and you need the client's details to write a message or update your CRM.
Watch out
it returns one client at a time and needs a way to identify that client, so map it from a previous module.
Bidsketch9

Get a Fee

Action

In Make“Gets a fee specified by ID.”

Fetches one fee by its ID so its details can travel to another app, such as a quote sheet or the product list in your invoicing tool.

When to use it
you store fee IDs in a table and want to check what Bidsketch holds before changing anything.
Watch out
without the ID the module has nothing to read, and there is no search module in this integration to look it up by name.
Bidsketch10

Get a Proposal

Action

In Make“Gets a proposal by ID.”

Pulls a complete proposal by its ID, giving the rest of the scenario everything Bidsketch knows about it rather than the short summary a trigger may send.

When to use it
right after Watch a Proposal Accepted or Declined, to feed the signed deal into your project or billing app.
Watch out
each call counts as one operation, meaning one run of one module on your Make plan, so avoid calling it twice for the same proposal.
Bidsketch11

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Lets you call any endpoint of the Bidsketch API from your scenario, with the connection you already set up, when none of the ready-made modules covers what you need.

When to use it
the action you want is not among the other modules, or you need a request that no Get module offers.
Watch out
this module expects you to read the Bidsketch API documentation and build the request yourself, which is a step up from the other modules.
Bidsketch12

Update a Client

Action

In Make“Update a client specified by ID.”

Changes an existing client identified by its ID, so a new address or contact person entered in your CRM also reaches Bidsketch before the next proposal goes out.

When to use it
your CRM holds the most current client data and Bidsketch should follow it.
Watch out
keep the Bidsketch client ID in your CRM when you first create the client, since this module cannot find it on its own.
Bidsketch13

Update a Fee

Action

In Make“Updates a fee specified by ID.”

Edits a fee that already exists in Bidsketch, which keeps your proposals aligned with the price you just changed in your catalog or spreadsheet.

When to use it
a rate goes up and you would rather change it in one place than in two tools.
Watch out
the fee is targeted by ID. A wrong mapping edits the wrong fee, so check the bundle after a Run once before switching the scenario on.
Bidsketch14

Update a Proposal

Action

In Make“Updates a proposal specified by ID.”

Modifies a proposal identified by its ID, for instance to bring in information that arrived after the draft was created by another module.

When to use it
a scenario creates the proposal from a template and a later step needs to complete it with data from your CRM.
Watch out
if the client is already reading the proposal, an automatic change can surprise them. Limit this module to drafts that have not been sent.
Need help

Need help automating Bidsketch with Make?

A person reads every message.

FAQ

Bidsketch and Make: common questions

01Is the Bidsketch Make integration free?
Yes, on the Make side. Bidsketch is a standard app, so its modules are available from the Free plan. That plan allows 2 active scenarios, a minimum of 15 minutes between two scheduled runs, 5 minutes of execution at most, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) lower the interval to 1 minute, remove the cap on active scenarios and allow 40 minutes of execution, with usage counted in credits each month. Your Bidsketch subscription is a separate matter: you need an active Bidsketch account of your own.
02What do you need to connect Bidsketch to Make?
You need an active Bidsketch account with admin access, because only an admin can reach the API key. In Bidsketch, open Account Settings, go to the API and Integration tab, click the unique token link and copy the key. In Make, add a Bidsketch module, click Create a connection, give it a name if you like and paste the key. For any of the five triggers, click Create a webhook first and create the connection from there. After that, every Bidsketch module in your scenarios reuses the same connection.
03Do Bidsketch triggers in Make fire in real time?
Yes. All 5 Bidsketch triggers are instant: Bidsketch calls Make through a webhook as soon as the event happens, whether a proposal is created, sent, viewed, accepted or declined, or a client is created. You do not wait for a polling interval, which is what a scheduled trigger would do. The scenario still has to be switched on, and each run uses operations on your plan. A trigger that fires often, such as the proposal view, can add up quickly, so place filters early in the scenario.
04What if a Bidsketch module is missing in Make?
Use Make an API Call. It reaches any endpoint of the Bidsketch API with the connection you already have, which covers requests the other action modules leave out. Keep in mind that the integration has no search module: Get, Update and Delete modules work from an ID, so store IDs when you create records. The official Make documentation for Bidsketch also says it is AI-generated and may contain mistakes, so check important behavior with Bidsketch before building a scenario that deletes or changes data.
05Should you use Make or n8n for Bidsketch?
It depends on what you need to build. In Make, Bidsketch comes with 19 ready modules: 5 instant triggers and 14 actions covering clients, fees and proposals, Make an API Call included for the rest. Many apps also have an n8n node, so check whether one exists for Bidsketch and which operations it covers before choosing. Compare the modules each tool offers for your use case, how you prefer to build, and which platform your team already uses. The comparison page linked above lays out those criteria side by side.
Same platform

Other docs you might need on this stack.

Browse all integrations