Airtable + Bonsai
Create new Airtable records when new paid invoices appear in Bonsai
Streamline your financial record keeping with this integration between Bonsai and Airtable. As soon as a payment is received in Bonsai, a corresponding record is instantly created in Airtable, ensuring your financial data stays current and accurate. This workflow offers a time-saving solution for managing your business finances more efficiently.
Streamline your financial record keeping with this integration between Bonsai and Airtable. As soon as a payment is received in Bonsai, a corresponding record is instantly created in Airtable, ensuring your financial data stays current and accurate. This workflow offers a time-saving solution for managing your business finances more efficiently.
- When this happens...Invoice Paid
Triggers when an invoice is paid.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Try ItInvoice Paid
Triggers when an invoice is paid.
Try ItProposal Accepted
Triggers when a proposal is accepted by the client.
Try ItClient NameRequired
Client EmailRequired
Company Name
Website
Phone Number
Job Title
Notes
Contract Viewed
Triggers when a contract is viewed.
Try ItInvoice Viewed
Triggers when an invoice is viewed by the client.
Try ItProposal Viewed
Triggers when a proposal is viewed by the client.
Try ItProject NameRequired
CurrencyRequired
Client EmailRequired
Client Name
Company Name
Project Description
Project Notes
Client Website
Client Phone Number
Client Job Title
