Triggers

Proposal Viewed

Triggers each time a proposal is viewed by a client

New Client

Triggered when a client is created through the API or in the Bidsketch app

Proposal Sent to Client

Triggers each time a proposal is sent to a client

Proposal Accepted or Declined

Triggers when a proposal is either accepted or declined

New Proposal

Triggers when a proposal is saved for the first time.

Actions

Create Client

Creates a new client

Create a Proposal

This starts a new proposal

Create Fee

Creates a new fee