38 available actions
What your AI agent can do in Bidsketch
Bidsketch is a proposal software that helps businesses create professional proposals quickly and efficiently. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 38 actions.
Common starting points
- Get ClientTool to get a client by ID.
- Get Client ProposalsTool to list proposals for a specific client.
- Create ClientTool to create a client.
- Create ProposalTool to create a new proposal.
- Update ClientTool to update a client.
- Update FeeTool to update a fee.
Browse all 38 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 18 actions
- Get ClientTool to get a client by ID.
- Get Client ProposalsTool to list proposals for a specific client.
- Get ClientsTool to retrieve all clients.
- Get FeeTool to get a single fee.
- Get FeesTool to list all the fees for the account.
- Get ProposalTool to get a proposal by ID.
- Get Proposal ContentTool to get a proposal with all its content (sections and fees).
- Get Proposal FeeTool to get a single fee item for a proposal.
- Get Proposal FeesTool to list all fees for a proposal.
- Get ProposalsTool to retrieve all proposals for the account.
- Get Proposal SectionTool to fetch a single proposal section.
- Get Proposal SectionsTool to get all sections for a proposal.
- Get Proposal StatsGet proposal statistics for your Bidsketch account.
- Get SectionTool to fetch a section by ID.
- Get SectionsRetrieves all reusable proposal sections saved to your Bidsketch account.
- Get TemplatesRetrieves all proposal templates saved in the account.
- List Proposal Closing SectionsTool to get a collection of closing sections for a proposal.
- List Proposal Opening SectionsTool to get a collection of opening sections for a proposal.
Create & communicateCreate records or send supported messagesView 7 actions
- Create ClientTool to create a client.
- Create ProposalTool to create a new proposal.
- Create FeeTool to create a fee.
- Create Proposal FeeTool to create a proposal fee.
- Create Proposal SectionTool to create a proposal section.
- Create SectionTool to create a section.
- Create WebhookCreate a webhook subscription in Bidsketch to receive real-time notifications when specific events occur.
Update & manageChange and manage existing recordsView 6 actions
- Update ClientTool to update a client.
- Update FeeTool to update a fee.
- Update ProposalTool to update a specific proposal's details.
- Update Proposal FeeTool to update a proposal fee.
- Update Proposal SectionTool to update a proposal section.
- Update SectionTool to update a section.
Remove & cancelRemove records or cancel supported workView 7 actions
- Delete ClientTool to delete a client and all their proposals.
- Delete FeeTool to delete a fee.
- Delete ProposalTool to delete a proposal and all its content.
- Delete Proposal FeeTool to delete a proposal fee.
- Delete Proposal SectionTool to delete a proposal section.
- Delete SectionTool to delete a section.
- Delete WebhookPermanently delete a webhook subscription by ID.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Bidsketch
How does the agent connect to Bidsketch?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Bidsketch?
The page above lists the 38 actions currently available through the Bidsketch connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Bidsketch included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Bidsketch is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Bidsketch to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.