Integrations / Proposal & Invoice Management
Build and track Bidsketch proposals from WhatsApp
Yes. Connect Bidsketch to Flann and you can look up a client and their proposals from WhatsApp. You can also start a proposal, add sections and fees, and update a draft, which suits anyone who quotes after meetings, not at a desk.
38 actions in Bidsketch. 18 only look things up, and 20 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Bidsketch
Send any of these on WhatsApp, in your own words. Flann finds the right Bidsketch action and fills in the details from the conversation.
“Which proposals have I sent to Harbour Print?”
“Show me the proposals still in draft”
“Start a proposal for Harbour Print, website redesign”
“Add my standard hosting fee to that proposal”
Proposals are usually written after the meeting
Flann creates proposals, proposal sections and proposal fees in Bidsketch from your description, so a draft exists before you are back at your desk.
The best moment to write a proposal is straight after the conversation, while you remember what the client cares about. The moment you have a laptop is later. Describe the job to Flann in a voice note, name the client and say what to charge, and it creates the proposal, adds the sections and attaches the fees. You tidy the wording when you sit down.
Keeping clients and fees straight
Look up clients and their proposals, reuse saved sections and fees, and update or delete a proposal, all from a message.
Bidsketch keeps saved sections and fees you reuse across proposals. Ask Flann for a client's proposals to see where each stands, or tell it to add your standard fee to a draft. Changes to clients, fees and sections are simple instructions, so small corrections no longer wait for a login.
What Flann can work with in Bidsketch
Bidsketch gives Flann 38 actions across 12 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Clients | createdeletelook upupdate | 5 |
| Fees | deletelook upcreateupdate | 5 |
| Proposals | createdeletelook upupdate | 5 |
| Proposal fees | deletelook upcreateupdate | 5 |
| Proposal sections | deletelook upcreateupdate | 5 |
| Sections | deletelook upcreateupdate | 5 |
There are three ways to get clients work done in Bidsketch. Side by side:
| Compare | Opening BidsketchLog in, find it, do it | A rules toolRuns the steps you wired up | Bidsketch through FlannAsk and get it done |
|---|---|---|---|
| Getting started on a job | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about clients | Filters and searches you run yourself | Only the look-ups someone built | 18 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 20 changes, made from a message |
| Bidsketch records | All of them, one screen at a time | Only the ones you wire up | 12 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Bidsketch API key, once |
YesPartlyNo
Step by step: Bidsketch jobs you can hand to Flann
Each step below names the Bidsketch action Flann actually runs.
Create a client from a voice note
- You message Flann on WhatsApp: “Create a client in Bidsketch with these details.”
- Flann runs
Get Clientin Bidsketch and shows you what it found. - Flann runs
Create Clientin Bidsketch. - Flann creates it in Bidsketch and confirms in the chat.
Fix a fee without opening Bidsketch
- You message Flann on WhatsApp: “Change the fee in Bidsketch: here is what is different.”
- Flann runs
Get Feein Bidsketch and shows you what it found. - Flann runs
Update Feein Bidsketch. - Flann makes the change in Bidsketch and confirms in the chat.
Clean up proposals you no longer need
- You message Flann on WhatsApp: “Which proposals in Bidsketch are out of date? Remove the ones I confirm.”
- Flann runs
Get Proposalin Bidsketch and shows you what it found. - Flann runs
Delete Proposalin Bidsketch. - Each removal is confirmed in the chat.
Repetitive Bidsketch work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Matching payments to invoices
Today
Bank lines arrive in Bidsketch with vague references, and you match them against open invoices one at a time. A single partial payment can unravel the whole session.
With Flann
“Match this week’s bank payments to invoices in Bidsketch and flag anything that does not fit.”
Using amounts, names and references, Flann pairs each incoming payment in Bidsketch with the invoice it most likely settles. Partial payments and strays go on a separate list.
What you stop doing: No more scrolling bank lines hunting for the invoice they belong to.
Refunds handled properly
Today
When a customer asks for money back, you search Bidsketch for the original payment, check what was bought and work out how much is due. Then you still have to reply.
With Flann
“Refund the deposit Omar paid last week, he cancelled in time.”
Locating Omar’s payment in Bidsketch, Flann confirms the amount and prepares the refund against the original charge. It also drafts a short message telling Omar when to expect the money.
What you stop doing: Refunds stop turning into a small investigation.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Bidsketch
- Search for Bidsketch in Flann’s Connectors.
- Paste your Bidsketch API key into the secure form Flann opens. You will find the key in your Bidsketch account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Bidsketch action and fills in the details.
Look-ups run as soon as you ask and change nothing in Bidsketch. You can disconnect Bidsketch from Connectors at any time.
Ways to use Bidsketch with Flann
Your month in one message
Ask “how did we do this month?” and Flann answers from Bidsketch in plain words, on your phone, between customers.
Chase what is owed
Ask Flann who still owes you. It checks Bidsketch, lists the open items and drafts a reminder for each customer.
Check before you promise
A customer asks for credit or a discount. Ask Flann what they have spent with you, straight from Bidsketch, before you answer.
Everything Flann can do in Bidsketch
The full list of Bidsketch actions available to Flann once you connect it.
Looks up 18
- Get Client
- Get Client Proposals
- Get Clients
- Get Fee
- Get Fees
- Get Proposal
- Get Proposal Content
- Get Proposal Fee
- Get Proposal Fees
- Get Proposal Section
- Get Proposal Sections
- Get Proposal Stats
- Get Proposals
- Get Section
- Get Sections
- Get Templates
- List Proposal Closing Sections
- List Proposal Opening Sections
Changes 20
- Create Proposal
- Create Client
- Create Fee
- Create Proposal Fee
- Create Proposal Section
- Create Section
- Create Webhook
- Delete Client
- Delete Fee
- Delete Proposal
- Delete Proposal Fee
- Delete Proposal Section
- Delete Section
- Delete Webhook
- Update Client
- Update Fee
- Update Proposal
- Update Proposal Fee
- Update Proposal Section
- Update Section
More Proposal & Invoice Management apps Flann works with
RazorpayCommon questions
How do I connect Bidsketch to WhatsApp?
Open Connectors in Flann, choose Bidsketch and paste your Bidsketch API key into the secure form. After that you can message Flann on WhatsApp, by text or voice note.
Can Flann create a proposal in Bidsketch?
Yes. Flann can create a proposal, add proposal sections and proposal fees, and create or update clients in Bidsketch. Describe the job and the price, and it builds the draft.
Can I see where a client's proposals stand?
Yes. Ask for a client's proposals and Flann reads them from Bidsketch and replies in the chat. Reading changes nothing in your account.
Does Bidsketch cost extra with Flann?
No. Bidsketch is included in every Flann plan, along with all the other apps Flann connects to.
What can Flann do with clients in Bidsketch?
Flann can create, delete, look up and update clients in Bidsketch, using 5 actions (Create Client, Delete Client, Get Client, Get Clients and more). Looking up runs straight away and changes nothing. The other actions create or change clients in Bidsketch.
What can Flann do with fees in Bidsketch?
Flann can delete, look up, create and update fees in Bidsketch, using 5 actions (Delete Fee, Get Fee, Get Fees, Create Fee and more). Looking up runs straight away and changes nothing. The other actions create or change fees in Bidsketch.
How does Flann connect to Bidsketch?
Open Connectors in Flann, choose Bidsketch and paste your Bidsketch API key into a secure form. You will find the key in your Bidsketch account settings. Once it is connected, Flann can use 38 actions in Bidsketch.
Can I use Bidsketch from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Bidsketch for you. You do not need to open Bidsketch.
Is Bidsketch included in my Flann plan?
Yes. Every Flann plan includes every app, Bidsketch included.