Bidsketch integration with Xero
How to Add approved Bidsketch proposals to Xero as Customers
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add approved Bidsketch proposals to Xero as Customers" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Bidsketch integrations
Bidsketch actions
Nekton can use any feature that is available in Bidsketch API.
Using our advanced AI, you can easily create custom automations for Bidsketch.
Here are some typical actions you can do in your automated workflows.
Create Fee
Creates a new fee
Create Client
Creates a new client
Create a Proposal
This starts a new proposal
New Client
Triggered when a client is created through the API or in the Bidsketch app
New Proposal
Triggers when a proposal is saved for the first time.
Proposal Viewed
Triggers each time a proposal is viewed by a client
About Bidsketch
Bidsketch helps you create professional proposals in minutes.