Connect Bidsketch and Wheelbase

Both apps 39Bidsketch 18Wheelbase 21

• 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
  New Customer

  Triggered when a new customer is created or a marketplace guest books with the dealer.

• Trigger
  New Message

  Triggers when a new message appears in a renter message thread, from the renter, your team or the system. If several messages arrive between checks, it fires once for that thread with the latest message.

• Trigger
  New or Updated Reservation

  Triggers when a reservation is created or updated in Wheelbase.

• Trigger
  New Rental

  Triggers when a new rental vehicle is added to your Wheelbase fleet. Requires a dealer account.

• Action
  Approve booking

  Approves a booking from your side. Returns the updated booking; for a dealer-created booking this sends the customer their quote, and once both sides approve, payment is captured and the booking is confirmed.

• Action
  Cancel booking

  Cancels a confirmed booking and returns the booking after the cancellation. Cancelling may trigger a refund under the listing's cancel policy.

• Action
  Create Customer

  Creates a customer in your Wheelbase account. If a customer with the same email already exists, that customer is updated and returned instead of creating a duplicate.

• Action
  Create Rental

  Creates a rental booking for a listing over a date range, in negotiating status, for an existing or new customer.

• Action
  Create Reservation

  Creates a reservation on a listing for the given dates, in negotiating status, for an existing or new customer. Returns the reservation with its pricing, payment schedule and trip details.

• Action
  Decline booking

  Declines a booking that has not yet been confirmed and returns the booking after the action. A booking that is already confirmed cannot be declined and must be cancelled instead.

• Action
  Find a Customer

  Returns the customers that match a name, email, phone number or customer id, including dealer-managed customers and marketplace guests who have booked with the dealer.

• Action
  Find a Rental

  Returns the rental listings that match a location, travel dates, guest count, vehicle type or instant-book setting.

• Action
  Get booking

  Returns a single booking by its id, including the renter, listing, dates, line items, totals and payment status. An error occurs if the booking is not found.

• Action
  Get customer

  Returns a single customer by id, including contact details, address, archived status and booking stats. An error occurs if the customer is not found.

• Action
  Get listing

  Returns the full, up-to-date detail for a single Wheelbase listing, including pricing, location, delivery options, owner, vehicle details and images.

• Action
  List booking payments

  Returns a booking's itemized money movement: customer charges, refunds and scheduled future charges, plus payouts made to your account.

• Action
  List bookings

  Returns the bookings your Wheelbase account participates in as owner or renter, optionally narrowed by status, customer or start date.

• Action
  List locations

  Returns the dealer's pickup and drop-off locations, with each location's address, coordinates and weekly hours.

• Action
  Update customer

  Updates the details of a customer your account manages, such as their name, contact details and address, and returns the updated customer. Marketplace customers cannot be edited.

• Action
  Update listing

  Updates a listing's name, description, nightly price or instant-book setting, and returns the updated listing.

• Action
  Update Reservation

  Updates the dates, guest count, discount code, insurance, delivery or add-ons on a reservation that has not yet been confirmed, and returns the updated reservation with its recalculated pricing.

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