Connect Bidsketch with Hookshot™ and your stack

Bidsketch is a proposal software that helps businesses create professional proposals quickly and efficiently.

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Tools and triggers

What Agents can do in Bidsketch

Available tools and events after Bidsketch is connected.

  • Create Client

    Tool to create a client. Use when adding a new client record to Bidsketch.

  • 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

    Tool to create a new proposal. Use when you need to create a proposal for a client with a name, description, and other details.

  • 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

    Create a webhook subscription in Bidsketch to receive real-time notifications when specific events occur. Webhooks enable your application to receive immediate notifications when events happen in Bidsketch, such as…

  • 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

    Permanently delete a webhook subscription by ID. This removes the webhook and stops all future event notifications to its endpoint. Use this tool when you no longer need to receive events at a specific webhook URL, or…

  • 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 Proposal Section

    Tool to fetch a single proposal section. Use when you need detailed information for a section after listing proposal sections.

Setup

Connect Bidsketch in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.