Bonsai + ClickUp
Create tasks in ClickUp when new proposals are accepted in Bonsai
Streamline your project management process with this automation. When a proposal gets accepted in Bonsai, a task is immediately created within ClickUp. This integration reduces time spent on manual data entry, allowing you to focus on delivering high-quality work to your clients.
Streamline your project management process with this automation. When a proposal gets accepted in Bonsai, a task is immediately created within ClickUp. This integration reduces time spent on manual data entry, allowing you to focus on delivering high-quality work to your clients.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted by the client.
- automatically do this!Create Task
Creates 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
