Akiflow + Bonsai

Akiflow + Bonsai integrations

Create new Akiflow tasks when proposals are accepted in Bonsai

Streamline your workflow with this automation that activates when a proposal is accepted in Bonsai. It swiftly creates a new task within Akiflow, allowing you to promptly start working on your project and enhance your productivity. Now, you can rest assured your accepted proposals are swiftly translated into actionable tasks without the need for manual intervention.

When this happens...
Proposal AcceptedTriggers when a proposal is accepted by the client.
TriggerInstant
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Create TaskCreate a task in Akiflow
ActionWrite

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More things you can do with Bonsai and Akiflow

Discover other triggers and actions you can use with Bonsai and Akiflow

Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Trigger
Instant
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Deal Updated
Triggers when a deal is updated in Bonsai.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Event Scheduled
Triggers when a new event is booked via Scheduling
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by the client.
Trigger
Instant
Try It

- Client Name
  Required
- Client Email
  Required
- Company Name
- Website
- Phone Number
- Job Title
- Notes
Action
Write
- Project Name
  Required
- Currency
  Required
- Client Email
  Required
- Client Name
- Company Name
- Project Description
- Project Notes
- Client Website
- Client Phone Number
- Client Job Title
Action
Write

- Project ID
  Required
- Task Template Name
  Required
- Task List Name
Action
Write

Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
Try It
Form Submitted
Triggers when a new form response is submitted.
Trigger
Instant
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Invoice Viewed
Triggers when an invoice is viewed by the client.
Trigger
Instant
Try It
Proposal Accepted
Triggers when a proposal is accepted by the client.
Trigger
Instant
Try It
Task Updated
Triggers when a task is updated in Bonsai.
Trigger
Instant
Try It
- Deal Title
  Required
- Client Email
  Required
- Pipeline Stage
- Value
- Owner Email
Action
Write
- Task Title
  Required
- Task Description
- Project ID
- Creator Email
- Assignee Email
- Status
- Task List Name
- Priority
- Start Date
- Due Date
- Estimate in minutes
- Billing
- Service Name
- Tags
- Repeats Frequency
- Repeats frequency Weekly Day
- Repeats frequency Monthly Day
Action
Write
- Title
  Required
- Status
- Date
- Datetime
- Duration
- Priority
- Daily Goal
- Due Date
- Description
- Project
- Link
- Unique Identifier (advanced)
- List (Deprecated, use the "Label" field)
Action
Write

About Akiflow

Akiflow is an app that allows you to collect tasks from multiple sources and plan them.

Learn moreLearn moreHelpHelp

Related categories

Productivity

About Bonsai

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

Learn moreLearn moreHelpHelp

Related categories

Project Management

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