Salesforce, Bidsketch Integrations

Bidsketch
Salesforce
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Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

Salesforce

Watch Jobs

Triggers when a bulk data job is created.

Salesforce

Watch Records

Triggers when a record is created or updated in an object.

Bidsketch

Watch a Proposal Accepted or Declined INSTANT

Triggers when a proposal is either accepted or declined.

Bidsketch

Watch a Proposal Sent to Client INSTANT

Triggers when a proposal is sent to a client.

Bidsketch

Watch a Proposal Viewed INSTANT

Triggers when a proposal is viewed by a client.

Bidsketch

Watch New Clients INSTANT

Triggers when a client is created.

Bidsketch

Watch New Proposals INSTANT

Triggers when a proposal is saved for the first time.

Actions

Salesforce

Complete/Abort a Job

Completes or aborts a job.

Salesforce

Create a Job

Creates a new bulk data job.

Salesforce

Create a Record

Creates a new record in an object.

Salesforce

Delete a Record

Deletes a record.

Salesforce

Download an Attachment/Document

Downloads an attachment or a document.

Salesforce

Get a Record

Gets a specified record in an object.

Salesforce

Make an API Call

Performs an arbitrary authorized API call.

Salesforce

Post a Message to a Chatter Feed

Posts a message to a chatter feed.

Salesforce

Update a Record

Updates an existing record in an object.

Salesforce

Upsert a Record

Upserts a record.

Bidsketch

Create a Client

Create a new client.

Bidsketch

Create a Fee

Creates a new fee.

Bidsketch

Create a Proposal

Create a proposal on a specific client.

Bidsketch

Create a Proposal From a Template

Creates a proposal from a selected template.

Bidsketch

Delete a Client

Delete a specific client.

Bidsketch

Delete a Fee

Deletes a fee specified by ID.

Bidsketch

Delete a Proposal

Deletes a proposal specified by ID.

Bidsketch

Get a Client

Get a specific client.

Bidsketch

Get a Fee

Gets a fee specified by ID.

Bidsketch

Get a Proposal

Gets a proposal by ID.

Bidsketch

Make an API Call

Performs an arbitrary authorized API call.

Bidsketch

Update a Client

Update a client specified by ID.

Bidsketch

Update a Fee

Updates a fee specified by ID.

Bidsketch

Update a Proposal

Updates a proposal specified by ID.

Searches

Salesforce

List Jobs

Retrieves all bulk data jobs in the organization.

Salesforce

List/Search Records

Lists or searches for records in an object using filter or SOQL query.

Salesforce

Search Records

Searches for records in an object using SOSL query.

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