Streak Bidsketch

Streak + Bidsketch Integrations

Put Streak + Bidsketch to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Streak and Bidsketch below — describe the exact one you want above and the Agent builds it on demand.

Streak + Bidsketch When a proposal is accepted or declined in Bidsketch, update the deal stage in Streak.
Turn closed deals into client invoices When a deal is marked won in Streak, automatically create an invoice in Bidsketch so billing can start without delay. See details
Update deal status when payments arrive When a payment is received in Bidsketch, automatically update the deal stage in Streak to keep sales reps informed of account standing. See details
Sync client records between systems When contact details are updated in Streak, automatically sync the customer record in Bidsketch to maintain clean billing profiles. See details

Browse the full workflow library →

Looking to achieve something else with Streak and Bidsketch?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Streak and Bidsketch

Everything Streak and Bidsketch can do inside a workflow — the triggers that start one and the actions that run when it fires.

Streak Explore Streak →

Streak is a customer relationship management application integrated directly into Gmail for tracking sales pipelines, support tickets, and projects.

Knit's Integrations Agent builds Streak's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Streak's API.

Bidsketch Explore Bidsketch →

Bidsketch is a proposal management software that helps freelancers and agencies create, send, and track client proposals.

Triggers
New Client

Triggered when a client is created through the API or in the Bidsketch app

Proposal Accepted or Declined

Triggers when a proposal is either accepted or declined

New Proposal

Triggers when a proposal is saved for the first time.

Proposal Sent to Client

Triggers each time a proposal is sent to a client

Proposal Viewed

Triggers each time a proposal is viewed by a client

Actions
Create Client

Creates a new client

Create Fee

Creates a new fee

Create a Proposal

This starts a new proposal

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Streak + Bidsketch

Is there a pre-built Streak + Bidsketch automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Streak and Bidsketch's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Streak or Bidsketch connector?

No. The Agent works whether or not Streak or Bidsketch already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does linking Bidsketch and Streak streamline the sales-to-finance handoff?

Closing a deal in Streak can instantly create an invoice in Bidsketch, eliminating manual keying and speeding up revenue collection.

Can payment notifications in Bidsketch update deal stages in Streak?

Yes, when a customer settles an invoice in Bidsketch, the corresponding deal stage in Streak can automatically update to reflect a completed transaction.

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