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Beyond-Bot.ai + bidsketch
Bidsketch is a proposal software that helps businesses create professional proposals quickly and efficiently.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to bidsketch.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in bidsketch.
Trigger Workflows
Start automated workflows in bidsketch based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within bidsketch.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Get Client
Tool to get a client by id. use when you need detailed client info after obtaining its id.
Get Client Proposals
Tool to list proposals for a specific client. use after confirming the client id exists.
Get Clients
Tool to retrieve all clients. use when you need to list all clients on the account.
Get Fee
Tool to get a single fee. use when you need detailed information about a fee by its id after confirming its existence.
Get Fees
Tool to list all the fees for the account. use when you need to fetch every saved fee.
Get Proposal
Tool to get a proposal by id. use when you need detailed information for a specific proposal after obtaining its id.
Get Proposal Content
Tool to get a proposal with all its content (sections and fees). use when you need a full proposal in one call.
Get Proposal Fee
Tool to get a single fee item for a proposal. use when you need detailed information about a specific fee before updating or displaying it.
Get Proposal Fees
Tool to list all fees for a proposal. use after confirming the proposal id exists; supports pagination.
Get Proposals
Tool to retrieve all proposals for the account. use when you need an overview of existing proposals.
Get Proposal Section
Tool to fetch a single proposal section. use when you need detailed information for a section after listing proposal sections.
Get Proposal Sections
Tool to get all sections for a proposal. use when you need to list opening or closing sections by proposal id.
Get Proposal Stats
Tool to get proposal statistics. use when you need the total count of proposals for the account.
Get Section
Tool to fetch a section by id. use when you need detailed section information after confirming its id.
Get Sections
Tool to list all sections. use when you need to retrieve saved sections for your account.
Get Templates
Tool to list all proposal templates saved for the account. use when you need to fetch available templates before creating a new proposal.
Create Fee
Tool to create a fee. use when you need to add a reusable fee to the account before adding it to a proposal. ensure required fields are set (e.g., unit for custom fees).
Create Proposal Fee
Tool to create a proposal fee. use after confirming the proposal exists to add a cost line item; require unit when feetype is custom.
Create Proposal Section
Tool to create a proposal section. use after confirming a proposal exists to add a new opening or closing section.
Create Section
Tool to create a section. use when you need to add a new section to your account before including it in proposals.
Create Webhook
Tool to create a webhook. use when your endpoint is ready to receive event notifications and must return http 200 ok.
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Update Fee
Tool to update a fee. use when you need to modify existing fee records with new data after verifying current values.
Update Proposal
Tool to update a specific proposal's details. use after retrieving a proposal to apply changes.
Update Proposal Fee
Tool to update a proposal fee. use when modifying specific properties of an existing fee within a proposal after verifying its existence.
Update Proposal Section
Tool to update a proposal section. use when you need to modify the name or content of an existing section after verifying its existence.
Update Section
Tool to update a section. use when you need to modify an existing section after confirming its id.