Create new lists in ClickUp when contracts are signed in Bonsai
When a contract is signed in Bonsai, ensure you keep your project on track with this efficient automation, which creates a list in ClickUp. This streamlined process saves valuable administration time, allowing you to focus on essential project tasks and deadlines. Stay organized and on-top of every contract signed - directly from Bonsai to ClickUp.
When a contract is signed in Bonsai, ensure you keep your project on track with this efficient automation, which creates a list in ClickUp. This streamlined process saves valuable administration time, allowing you to focus on essential project tasks and deadlines. Stay organized and on-top of every contract signed - directly from Bonsai to ClickUp.
- When this happens...Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
- automatically do this!Create List
Triggers when new lists are created.
- Free forever for core features
- 14 day trial for premium features & apps
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