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Bonsai + ClickUp

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.

  1. When this happens...
    BonsaiBonsai
    Contract Signed

    Triggers when a contract is signed by your contact (client or contractor).

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Create List

    Triggers when new lists are created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Bonsai triggers, actions, and search

    Contract Signed

    Triggers when a contract is signed by your contact (client or contractor).

    Trigger
    Instant
    Try It
  • Bonsai triggers, actions, and search

    Proposal Accepted

    Triggers when a proposal is accepted by the client.

    Trigger
    Instant
    Try It
    • Client NameRequired

    • Client EmailRequired

    • Company Name

    • Website

    • Phone Number

    • Job Title

    • Notes

    Action
    Write
  • Bonsai triggers, actions, and search

    Invoice Viewed

    Triggers when an invoice is viewed by the client.

    Trigger
    Instant
    Try It
  • Bonsai triggers, actions, and search

    Proposal Viewed

    Triggers when a proposal is viewed by the client.

    Trigger
    Instant
    Try It
    • Project NameRequired

    • CurrencyRequired

    • Client EmailRequired

    • Client Name

    • Company Name

    • Project Description

    • Project Notes

    • Client Website

    • Client Phone Number

    • Client Job Title

    Action
    Write
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bonsai logo

About Bonsai

Bonsai is the only tool you need to run your business. Manage your clients, deliver great work, get paid, and track your finances.
Learn moreHelp

Related categories

  • Forms & Surveys

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clickup logo
clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

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