ceven

Bidsketch

Syncs client data and proposal states into your CRM, automates the creation of cost line items, and tracks proposal statistics to trigger follow up reminders.

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Standard

Why use Ceven?

  1. AI native Bidsketch integration

    • Describe the outcome and Ceven picks the right Bidsketch calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Bidsketch data, across all 38 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Bidsketch access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Bidsketch, when, and on whose behalf.
    • The agent pauses and asks when Bidsketch is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Bidsketch.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Bidsketch action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Bidsketch, and when to use it.

Create Client
Use this when adding a new client record to Bidsketch from an external lead source.
Get Client Proposals
Pull a list of all proposals associated with a specific client ID.
Get Proposal Content
Pull a full proposal including all sections and fees in one call.
Create Proposal Fee
Add a cost line item to an existing proposal. Use this for project specific pricing.
Create Proposal Section
Add a new opening or closing section to a proposal after verifying the proposal exists.
Update Proposal
Modify the details of a specific proposal to reflect updated project scopes.
Get Proposal Stats
Pull the total count and status of proposals to monitor pipeline health.
Get Templates
List all saved proposal templates to select the right one for a new bid.
Create Fee
Add a reusable fee to the account library for use across multiple proposals.
Update Client
Modify existing client contact info or billing details in Bidsketch.
Get Sections
List all saved content sections available for use in proposals.
Delete Proposal
Permanently remove a proposal and its content using the proposal ID.
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 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 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 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 Section
Tool to fetch a section by id. use when you need detailed section information after confirming its id.
Create Section
Tool to create a section. use when you need to add a new section to your account before including it in proposals.

30 actions · scroll to see them all

Frequently asked questions

Ceven accesses your existing Bidsketch templates via the API to ensure every automated proposal maintains your brand voice and structure. When you trigger a proposal creation workflow, the agent first calls the list templates action to find the correct ID based on the project type. It then applies that template to the new proposal before injecting client specific data. This means you do not have to rebuild your layout inside Ceven. You manage the visual design in Bidsketch and use the agent to handle the data entry and delivery.
Yes. Ceven uses the proposal stats and webhook tools to monitor activity. By setting up a webhook for proposal events, the agent is notified the moment a client interacts with a document. You can configure a workflow that takes this event and pushes a notification to Slack or creates a task in your CRM. This allows your sales team to follow up in real time while the proposal is top of mind for the customer, significantly increasing the chance of a fast sign off.
For standard items, the agent pulls from your saved fee library. However, for unique project requirements, the agent can create a custom proposal fee on the fly. When using the create proposal fee action, the agent specifies the fee type as custom and provides the required unit and amount. This ensures that one off expenses or specialized labor rates are captured accurately without cluttering your permanent fee library with entries that will only be used once for a single specific client.
Ceven is subject to the API rate limits imposed by Bidsketch. For most accounts, this is a generous limit, but if you are attempting to bulk generate hundreds of proposals in a single minute, you may encounter a 429 rate limit error. When this happens, Ceven automatically implements an exponential backoff strategy, pausing the workflow for a few seconds before retrying the request. This ensures that your data eventually syncs without crashing the automation or losing any client records during the process.
Yes. The agent can use the update proposal section tool to modify the text or name of a specific section within a live proposal. This is particularly useful for change orders. If a client requests a modification to the scope of work, you can tell the agent to update the specific section in Bidsketch. The agent identifies the section ID and pushes the new text, ensuring the client always sees the most current version of the agreement without you needing to manually edit the document.
Ceven can perform bulk deletions by combining the list clients action with the delete client action. The agent first retrieves a list of all clients based on your criteria, such as those with no proposals in the last year, and then iterates through that list to remove them. Be cautious with this workflow, as deleting a client in Bidsketch also permanently removes all their associated proposals. We recommend adding a confirmation step in the workflow to prevent accidental data loss.
Absolutely. Because Ceven acts as a bridge, it can pull the final fee totals from a completed Bidsketch proposal and push them into software like QuickBooks or Xero as an invoice. The agent reads the proposal content, sums the fees, and maps the client details to the corresponding account in your finance tool. This eliminates the need to manually retype figures from a proposal into an invoice, which removes the risk of transcription errors and ensures your billing is always accurate.
Ceven provides a dedicated endpoint for Bidsketch webhooks. When you use the create webhook action, the agent registers this endpoint with Bidsketch. Whenever a specified event occurs, such as a proposal being signed, Bidsketch sends a payload to Ceven. The agent then parses this payload to trigger downstream actions, such as sending a thank you email to the client or moving a deal to the won stage in your CRM. This creates a seamless loop between proposal activity and your business operations.

Alternatives to Bidsketch

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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Plug Ceven on top of the tools you already run. Connect Bidsketch and the rest of your stack, describe the outcome, and its agents handle the work end to end, days of it in minutes.

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