Bonsai + Discord

Bonsai + Discord integrations

Send Discord messages when new invoices are viewed in Bonsai

Effortlessly streamline your communication process with this workflow. When an invoice is viewed in Bonsai, a channel message is sent in Discord. This efficient automation enhances real-time updates, helping your team stay fully informed and able to promptly respond to any financial matters.

When this happens...
Invoice ViewedTriggers when an invoice is viewed by the client.
TriggerInstant
automatically do this!
Send Channel MessagePost a new message to a specific #channel you choose.
ActionWrite

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More things you can do with Bonsai and Discord

Discover other triggers and actions you can use with Bonsai and Discord

Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Trigger
Instant
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Deal Updated
Triggers when a deal is updated in Bonsai.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Event Scheduled
Triggers when a new event is booked via Scheduling
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by the client.
Trigger
Instant
Try It

- Client Name
  Required
- Client Email
  Required
- Company Name
- Website
- Phone Number
- Job Title
- Notes
Action
Write
- Project Name
  Required
- Currency
  Required
- Client Email
  Required
- Client Name
- Company Name
- Project Description
- Project Notes
- Client Website
- Client Phone Number
- Client Job Title
Action
Write

- Project ID
  Required
- Task Template Name
  Required
- Task List Name
Action
Write
New User Added
Triggers when a new user joins the Discord Server.
Trigger
Polling
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- Forum Channel
  Required
Trigger
Polling
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- Channel type
  Required
- Member
Trigger
Polling
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- User
  Required
- Role
  Required
Action
Write
- User
  Required
- Role
  Required
Action
Write
- Channel
  Required
- Message Text
  Required
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
- File Attachments
- Filename for Attachments
Action
Write
- Forum Channel
  Required
- Forum Post
  Required
- Message content
  Required
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
Action
Write
- Channel Name
  Required
Action
Search

Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
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Form Submitted
Triggers when a new form response is submitted.
Trigger
Instant
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Invoice Viewed
Triggers when an invoice is viewed by the client.
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is accepted by the client.
Trigger
Instant
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Task Updated
Triggers when a task is updated in Bonsai.
Trigger
Instant
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- Deal Title
  Required
- Client Email
  Required
- Pipeline Stage
- Value
- Owner Email
Action
Write
- Task Title
  Required
- Task Description
- Project ID
- Creator Email
- Assignee Email
- Status
- Task List Name
- Priority
- Start Date
- Due Date
- Estimate in minutes
- Billing
- Service Name
- Tags
- Repeats Frequency
- Repeats frequency Weekly Day
- Repeats frequency Monthly Day
Action
Write
- Channel
  Required
Trigger
Polling
Try It
- Channel type
  Required
- Emoji
- Limitation_notice
Trigger
Polling
Try It
- Forum Channel
- Ignore previously archived Posts?
  Required
Trigger
Polling
Try It
Role Assigned to User
Triggers when a role is assigned to a user.
Trigger
Polling
Try It
- Forum Channel
  Required
- Post name
  Required
- Initial message content
  Required
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
Action
Write
- Channel
  Required
- New Name
  Required
Action
Write
- Dm_bot_info
- User
  Required
- Message Text
  Required
- Ping Username, Role and everyone mentions?
- Text to Speech
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Username
  Required
Action
Search

About Bonsai

Bonsai is a business management platform designed to help agencies and professional service companies deliver great client work.

Learn moreLearn moreHelpHelp

Related categories

Project Management

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Discord

Discord is an all-in-one voice and text chat for gamers.

Learn moreLearn moreHelpHelp

Related categories

Team Chat

Similar apps

Slack

Team Chat

Microsoft Teams

Microsoft, Team Chat

Twitch

Gaming

Related Zap Templates

Send channel messages in Discord when Bonsai invoices are paid

Send a Discord channel message when new Bonsai proposals are viewed

Send Discord channel messages for every new signed contract in Bonsai