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.
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 Viewed
Triggers when an invoice is viewed by the client.
- automatically do this!Send Channel Message
Post a new message to a specific #channel you choose.
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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