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Connect Bidsketch to Intercom
Automate Bidsketch and Intercom with AI
Sales conversations in Intercom often end with send me a proposal. On Operator.io, an OpenClaw agent reads the Intercom thread, pulls company and scope details into a Bidsketch draft with your standard sections, and notifies you in chat when the proposal is ready to review. When the client accepts in Bidsketch, it logs the win back on the Intercom contact timeline.
It reaches both apps directly or through connectors like Composio MCP and Pipedream MCP, which handle the sign in and token refresh, so there is no Zap to build and no API keys to paste.
What your agent can do with Bidsketch and Intercom
What your agent does in Bidsketch
Create Client
Tool to create a client. Use when adding a new client record to Bidsketch.
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.
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.
What your agent does in Intercom
Add subscription to a contact
You can add a specific subscription to a contact. In Intercom, we have two different subscription types based on user consent - opt-out and opt-in: 1.Attaching a contact to an opt-out subscription type will opt that user out from receivi...
Add tag to contact
Tool to add a tag to a contact in Intercom. Use when you need to attach or add a specific tag to a contact for categorization or tracking purposes.
Archive contact
Tool to archive a single contact in Intercom. Use when you need to archive a contact by their ID.
Assign conversation
Assigns a conversation to a specific admin or team in Intercom. Mutates live conversation state; confirm intent before bulk-assigning multiple conversations.
Attach contact to company
Tool to attach a contact to a company in Intercom. Use when you need to associate a contact with a company.
Attach contact to conversation
Tool to attach a contact participant to a conversation on behalf of admin or contact. Use when you need to add a new participant to an existing conversation.
How it works
Tell the agent what you want to happen between Bidsketch and Intercom, for example to watch one and act in the other, or to keep the two in step. It reads what it needs from Bidsketch, works out what to do, and runs the matching action in Intercom without you mapping a single field.
You can have it run once, on a schedule, or whenever something changes. Ask it for a status any time and it reads the latest from both apps back to you in the same chat.
Common questions about Bidsketch and Intercom
- How do I connect Bidsketch and Intercom to Operator?
- You authorize Bidsketch and Intercom once each from your Operator dashboard. Operator holds both connections and refreshes the access tokens for you, so your agent keeps working across them without you signing in again.
- What can my agent do across Bidsketch and Intercom?
- You describe the outcome in plain language and your agent works between the two, reading from one and acting in the other. It picks the right Bidsketch and Intercom actions on its own, so you do not map fields or pick triggers.
- Can my agent keep Bidsketch and Intercom in sync?
- Yes. It can watch Bidsketch and act in Intercom, or keep both in step, reading from one and running the matching update in the other. This runs on demand when you ask or on a schedule you set.
- Do I need to build a workflow or write code?
- No. There is no workflow to build, no fields to map, and no API keys to paste. Operator manages both connections, and you give the agent instructions in plain language.
Bidsketch and Intercom integrations
Put your agent on Bidsketch and Intercom
Sign in, connect both apps, and hand your agent the work. The same setup reaches every app in the catalog. Your first week is free.
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