Bidsketch integration

Commerce connector, available on Zeplik

Bidsketch is available as an integration on Zeplik, the AI assistant that works across every model in one chat. Connect Bidsketch and Zeplik can act on your commerce for you: Bidsketch is a proposal software that helps businesses create professional proposals quickly and efficiently. You stay in the conversation while the assistant does the work in Bidsketch directly.

Zeplik exposes 16 read actions and 19 write actions for Bidsketch. Read actions run automatically; write actions stay off until you enable write access in Settings, so nothing is changed in Bidsketch without your consent.

Connect Bidsketch on Zeplik

Try Bidsketch on Zeplik

Pick a prompt to open it in the Zeplik app. If you are not signed in yet, your prompt is waiting for you the moment you do.

What Zeplik can do with Bidsketch

Read from Bidsketch (16)

Runs automatically in any conversation.

  • Get client

    Tool to get a client by id. use when you need detailed client info after obtaining its id.

  • Get client proposals

    Tool to list proposals for a specific client. use after confirming the client id exists.

  • Get clients

    Tool to retrieve all clients. use when you need to list all clients on the account.

  • Get fee

    Tool to get a single fee. use when you need detailed information about a fee by its id after confirming its existence.

  • Get fees

    Tool to list all the fees for the account. use when you need to fetch every saved fee.

  • Get proposal

    Tool to get a proposal by id. use when you need detailed information for a specific proposal after obtaining its id.

  • Get proposal content

    Tool to get a proposal with all its content (sections and fees). use when you need a full proposal in one call.

  • Get proposal fee

    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.

  • Get proposal fees

    Tool to list all fees for a proposal. use after confirming the proposal id exists; supports pagination.

  • Get proposals

    Tool to retrieve all proposals for the account. use when you need an overview of existing proposals.

  • Get proposal section

    Tool to fetch a single proposal section. use when you need detailed information for a section after listing proposal sections.

  • Get proposal sections

    Tool to get all sections for a proposal. use when you need to list opening or closing sections by proposal id.

and 4 more.

Act in Bidsketch (19)

Runs only after you enable write access.

  • Create client

    Tool to create a client. use when adding a new client record to bidsketch.

  • Delete client

    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.

  • Delete fee

    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.

  • Delete proposal

    Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.

  • Delete proposal fee

    Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.

  • Delete proposal section

    Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.

  • Delete section

    Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.

  • Delete webhook

    Tool to delete a webhook. use after obtaining the webhook id to remove it.

  • Post fee

    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).

  • Post proposal fee

    Tool to create a proposal fee. use after confirming the proposal exists to add a cost line item; require unit when feetype is custom.

  • Post proposal section

    Tool to create a proposal section. use after confirming a proposal exists to add a new opening or closing section.

  • Post section

    Tool to create a section. use when you need to add a new section to your account before including it in proposals.

and 7 more.

How to connect Bidsketch

  1. Sign in to Zeplik

    Create a free Zeplik account or sign in. New accounts start with free credits, so you can try Bidsketch immediately.

  2. Connect Bidsketch

    Open Settings and go to Connectors, then press Connect on Bidsketch. You can also connect from the Bidsketch page in the app.

  3. Add your Bidsketch API key

    Paste your Bidsketch API key when prompted. Zeplik stores it securely on the server and starts working with Bidsketch right away.

Frequently asked questions

Can I use Bidsketch with Zeplik?
Yes. Bidsketch is available as an integration on Zeplik. Connect it once and the AI assistant can work with your Bidsketch account inside any conversation.
What can Zeplik do with Bidsketch?
Once connected, Zeplik has 16 read and 19 write actions for Bidsketch. Bidsketch is a proposal software that helps businesses create professional proposals quickly and efficiently.
How do I connect Bidsketch to Zeplik?
You connect Bidsketch by pasting your own Bidsketch API key in Settings under Connectors. There is no separate app to install.
Does Zeplik change things in Bidsketch without asking?
No. Zeplik reads from Bidsketch by default. Any action that changes data in Bidsketch requires write access, which stays off until you enable it in Settings under Connectors.
How much does connecting Bidsketch cost?
Connecting Bidsketch is free. You only spend Zeplik credits when the assistant runs, and new accounts start with free credits.

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