Pick a template → connect your tools → go live in 2 minutes.
Use Bidsketch Create Client and a proposal template when a HubSpot deal reaches proposal so AEs send on-brand documents without building from scratch.
HubSpot: Deal reaches proposal stage
Arahi AI: Match & assign
Bidsketch: Create client and proposal
Call Bidsketch Get Client Proposals weekly and append each record to Google Sheets so revenue leaders track win rates across clients and verticals.
Bidsketch: Weekly schedule
Arahi AI: Decide the next action
Bidsketch: Get client proposals
Google Sheets: Append proposal records
Post a Slack alert when a prospect views a Bidsketch proposal so the account executive calls immediately while the buyer attention window is open.
Bidsketch: Proposal viewed
Arahi AI: Decide the next action
Slack: Post channel message
An event occurs in Bidsketch or a connected app that starts your automation.
The AI agent analyzes the data, makes intelligent decisions, and determines the best actions.
The agent executes actions in Bidsketch and other tools — no manual work required.
Bidsketch simplifies workflows, while Arahi AI empowers these tasks with AI Sales Agents.
When a new lead lands in Bidsketch, auto-pull company data, social profiles, and firmographics before the rep ever sees it.
Route high-value deal movements from Bidsketch to a Slack channel the instant they cross a threshold.
Log call summaries and next steps from Zoom or Meet straight into the matching Bidsketch contact.
Flag and merge duplicate Bidsketch contacts as they appear instead of quarterly cleanup sprints.
Ready-to-use Bidsketch actions you can add to your agents instantly.
Custom API calls to Bidsketch with full control for advanced use cases.
Sign in to your Arahi AI account and navigate to integrations or create a new AI agent.
A secure pop-up will ask you to log in. This authorizes Arahi AI to access your API using API Key.
Choose "Bidsketch" from the tool list, then select the action you want to perform.
Test your automation with sample data, then deploy it to run on schedule or by event.
The integration uses secure API Key authentication, ensuring only authorized workflows access your Bidsketch data.
Your data remains private and is never used for model training.
We never store anything we don't need to. Inputs and outputs of your tools are never stored.
Bidsketch is proposal software that helps you close deals in minutes. So you can focus on your work. It's proposal management that helps you cut your proposal time in half, up-sell for more revenue, close more deals in your sales pipeline. With Arahi AI, you can connect Bidsketch to Adversus, Clearbit, Contacts+ and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
As a crm tool, Bidsketch connects with other crm apps like Adversus, Clearbit, Contacts+, Flexie through Arahi AI's integration platform. Build multi-step automations that combine Bidsketch with AI-powered decision making, data transformation, and cross-app orchestration.
Every item is a real, named endpoint from Bidsketch's API. Your agent can watch events and run 35 actions — no glue code.
Things the agent can do
Tool to create a client. use when adding a new client record to bidsketch.
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.
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.
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Tool to get a client by id. use when you need detailed client info after obtaining its id.
Tool to list proposals for a specific client. use after confirming the client id exists.
Tool to retrieve all clients. use when you need to list all clients on the account.
Tool to get a single fee. use when you need detailed information about a fee by its id after confirming its existence.
Tool to list all the fees for the account. use when you need to fetch every saved fee.
Tool to get a proposal by id. use when you need detailed information for a specific proposal after obtaining its id.
Tool to get a proposal with all its content (sections and fees). use when you need a full proposal in one call.
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.
Tool to list all fees for a proposal. use after confirming the proposal id exists; supports pagination.
Tool to retrieve all proposals for the account. use when you need an overview of existing proposals.
Tool to fetch a single proposal section. use when you need detailed information for a section after listing proposal sections.
Tool to get all sections for a proposal. use when you need to list opening or closing sections by proposal id.
Tool to get proposal statistics. use when you need the total count of proposals for the account.
Tool to fetch a section by id. use when you need detailed section information after confirming its id.
Tool to list all sections. use when you need to retrieve saved sections for your account.
Tool to list all proposal templates saved for the account. use when you need to fetch available templates before creating a new proposal.
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).
Tool to create a proposal fee. use after confirming the proposal exists to add a cost line item; require unit when feetype is custom.
Tool to create a proposal section. use after confirming a proposal exists to add a new opening or closing section.
Tool to create a section. use when you need to add a new section to your account before including it in proposals.
Tool to create a webhook. use when your endpoint is ready to receive event notifications and must return http 200 ok.
Tool to update a client. use when you need to modify existing client records with new data.
Tool to update a fee. use when you need to modify existing fee records with new data after verifying current values.
Tool to update a specific proposal's details. use after retrieving a proposal to apply changes.
Tool to update a proposal fee. use when modifying specific properties of an existing fee within a proposal after verifying its existence.
Tool to update a proposal section. use when you need to modify the name or content of an existing section after verifying its existence.
Tool to update a section. use when you need to modify an existing section after confirming its id.
Curated for Bidsketch's real category — not Pipedream's auto-tagged bucket.
Explore AI-powered workflows that work with Bidsketch.
