Connect Bidsketch and ProAbono

Both apps 32Bidsketch 18ProAbono 14

• Trigger
  New Client

  Triggers when a new client is added in Bidsketch.

• Trigger
  New Proposal

  Triggers when a new proposal is created in Bidsketch.

• Trigger
  Proposal Status Changed

  Triggers when a Bidsketch proposal's status changes, such as to Viewed, Accepted or Declined.

• Action
  Add Fee to Proposal

  Adds a fee line to a Bidsketch proposal, either required or optional.

• Action
  Add Section to Proposal

  Adds an opening or closing content section to a Bidsketch proposal.

• Action
  Create a Proposal

  Creates a new draft proposal in Bidsketch for an existing client.

• Action
  Create Client

  Creates a new client in Bidsketch with contact name, email and optional company, phone and address details.

• Action
  Create Fee

  Creates a saved fee in the Bidsketch account's fee library.

• Action
  Create Proposal from Template

  Creates a new Bidsketch proposal for a client from one of the account's templates.

• Action
  Delete Client

  Deletes a Bidsketch client together with all of its proposals.

• Action
  Delete Proposal

  Deletes a Bidsketch proposal and its content.

• Action
  Get Client

  Returns one Bidsketch client with its contact and address details.

• Action
  Get Proposal

  Returns one Bidsketch proposal with its status, totals and client.

• Action
  List Clients

  Returns a page of Bidsketch clients.

• Action
  List Proposals

  Returns a page of Bidsketch proposals.

• Action
  List Templates

  Returns the proposal templates in the Bidsketch account.

• Action
  Update Client

  Updates a Bidsketch client's contact details; only the fields you fill in change.

• Action
  Update Proposal

  Updates a Bidsketch proposal's name, description, date or currency; only filled fields change.

• Trigger
  Event(s) Related to a Customer

  Triggers when a customer is created or updated in ProAbono (name, email, status, language or other customer details change).

• Action
  Anonymize a Customer

  Anonymizes a customer in ProAbono, clearing their personal details such as name and email. Returns the anonymized customer.

• Action
  Bill a Customer

  Invoices a customer's current balance right away instead of waiting for the next billing cycle, optionally adding a note to the invoice.

• Action
  Create a Line in the Customer Balance

  Adds a one-time debit or credit line to a customer's balance in ProAbono. The line is invoiced with the customer's next billing.

• Action
  Create or Update a Customer

  Creates a customer in ProAbono, or updates the existing customer that has the same customer reference. Returns the customer record with its customer-portal links.

• Action
  Get invoice

  Returns a single ProAbono invoice by its ID, including its number, state, amounts, customer and links to view or pay it.

• Action
  List customers

  Returns the customers in your ProAbono account, optionally only those in one segment or those with an active subscription that includes a given feature.

• Action
  Retrieve a Customer

  Returns a customer by your own customer reference, including their status, segment, metadata and customer portal links.

• Action
  Retrieve Billing Address of a Customer

  Returns the billing address of a customer, looked up by your own customer reference.

• Action
  Retrieve Full Invoice (PDF)

  Returns a full invoice by its ID, including its amounts, status and a link to download the invoice PDF.

• Action
  Retrieve Payment Settings of a Customer

  Returns a customer's payment settings: payment type, billing mode, grey-list status, invoice note and next billing date.

• Action
  Suspend a Customer

  Suspends a customer so they can no longer access the customer portal, download invoices, use their payment method or receive emails. Returns the updated customer.

• Action
  Update Billing Address of a Customer

  Sets or updates the billing address of a ProAbono customer, and returns the saved address.

• Action
  Update Payment Settings of a Customer

  Updates a customer's payment settings in ProAbono, such as a manual payment method, billing mode, next billing date or the note shown on their invoices, and returns the saved settings.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.