Bonsai + ClickUp
Create new lists in ClickUp when proposals are accepted in Bonsai
Streamline your project management workflow with this efficient automation. When a proposal is accepted in Bonsai, it'll kickstart the process of creating a new list in ClickUp. This way, you can seamlessly transition from proposal approval to task assignment, saving time and ensuring a smooth flow of work. Perfect for freelancers, project managers, or anyone looking to improve their productivity.
Streamline your project management workflow with this efficient automation. When a proposal is accepted in Bonsai, it'll kickstart the process of creating a new list in ClickUp. This way, you can seamlessly transition from proposal approval to task assignment, saving time and ensuring a smooth flow of work. Perfect for freelancers, project managers, or anyone looking to improve their productivity.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted by the client.
- automatically do this!Create List
Triggers when new lists are created.
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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
