Bonsai + ClickUp

Create new lists in ClickUp when contracts are signed in Bonsai

When a contract is signed in Bonsai, ensure you keep your project on track with this efficient automation, which creates a list in ClickUp. This streamlined process saves valuable administration time, allowing you to focus on essential project tasks and deadlines. Stay organized and on-top of every contract signed - directly from Bonsai to ClickUp.

When a contract is signed in Bonsai, ensure you keep your project on track with this efficient automation, which creates a list in ClickUp. This streamlined process saves valuable administration time, allowing you to focus on essential project tasks and deadlines. Stay organized and on-top of every contract signed - directly from Bonsai to ClickUp.

  1. When this happens...
    BonsaiBonsai
    Contract Signed

    Triggers when a contract is signed by your contact (client or contractor).

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Create List

    Triggers when new lists are created.

    ActionWrite
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Supported triggers and actions

  • Bonsai triggers, actions, and search

    Event Scheduled

    Triggers when a new event is booked via Scheduling

    Trigger
    Instant
    Try It
  • Bonsai triggers, actions, and search

    Proposal Viewed

    Triggers when a proposal is viewed by the client.

    Trigger
    Instant
    Try It
bonsai logo
bonsai logo

About Bonsai

Bonsai is a business management platform designed to help agencies and professional service companies deliver great client work.
Learn more

Related categories

  • Project Management

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clickup logo
clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

Related categories

  • Project Management

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