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.
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 Accepted
Triggers when a proposal is accepted by the client.
- automatically do this!Create Task
Create a task in Akiflow
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Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Try ItForm Submitted
Triggers when a new form response is submitted.
Try ItInvoice Viewed
Triggers when an invoice is viewed by the client.
Try ItProposal Accepted
Triggers when a proposal is accepted by the client.
Try It