Asana + Bonsai
Create new tasks in Asana when proposals are accepted in Bonsai
Start streamlining your project management process with this efficient workflow. Whenever you receive an accepted proposal in Bonsai, a new task is created in Asana instantly. This automation not only boosts your productivity but also ensures that no task goes unnoticed or forgotten after a proposal has been accepted. Get more done in less time, keeping all team members updated and projects on track.
Start streamlining your project management process with this efficient workflow. Whenever you receive an accepted proposal in Bonsai, a new task is created in Asana instantly. This automation not only boosts your productivity but also ensures that no task goes unnoticed or forgotten after a proposal has been accepted. Get more done in less time, keeping all team members updated and projects on track.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted by the client.
- automatically do this!Create Task
Adds a new task.
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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
