Productivity & Project Management

Connect Bidsketch to Your AI Agents

Enable your Wkil agents to create proposals, track client engagement, and reuse templates through Bidsketch.

Authentication: API key

Build with Bidsketch

What you can do

Create and manage client proposals
Track proposal views and engagement
Reuse proposal templates and client records

Available capabilities may vary by authentication and workspace configuration.

Actions supported by the connector

38 verified tools

Create Proposal

Start a new client proposal.

Get Proposal Content

Retrieve the full content of a proposal.

Get Proposal Stats

Check how a sent proposal is being viewed by the client.

Create Client

Add a new client record for future proposals.

Get Templates

List reusable proposal templates.

Get Clients

List client records saved in the account.

Get Proposals

List proposals matching a set of filters.

Create Fee

Add a new pricing fee item for use in proposals.

Update Proposal

Change the content or settings of an existing proposal.

Get Client Proposals

Retrieve all proposals associated with a specific client.

View all verified tools (search)

Create ClientCreate ProposalDelete ClientDelete FeeDelete ProposalDelete Proposal FeeDelete Proposal SectionDelete SectionDelete WebhookGet ClientGet Client ProposalsGet ClientsGet FeeGet FeesGet ProposalGet Proposal ContentGet Proposal FeeGet Proposal FeesGet ProposalsGet Proposal SectionGet Proposal SectionsGet Proposal StatsGet SectionGet SectionsGet TemplatesList Proposal Closing SectionsList Proposal Opening SectionsCreate FeeCreate Proposal FeeCreate Proposal SectionCreate SectionCreate WebhookUpdate ClientUpdate FeeUpdate ProposalUpdate Proposal FeeUpdate Proposal SectionUpdate Section

Practical agent use cases

An agent drafts a new proposal from a template as soon as a client is qualified.
An agent checks whether a client has viewed a sent proposal before following up.

How it works with Wkil

1
Choose the integration
Add Bidsketch to your agent from inside the Wkil platform.
2
Grant the permissions it needs
Define precisely what the agent can access and perform.
3
Test, then run it
Test actions before they go live, with human approval where needed.

Permissions always stay in your control — you can scope access and require human approval before any sensitive action.

Related integrations

FAQ

Can an agent see if a client opened the proposal?

Yes — proposal stats show viewing activity so an agent can time a follow-up appropriately.