Bonsai + Discord

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

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Supported triggers and actions

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
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- Client NameRequired
- Client EmailRequired
- Company Name
- Website
- Phone Number
- Job Title
- Notes
Action
Write
- Project NameRequired
- CurrencyRequired
- Client EmailRequired
- Client Name
- Company Name
- Project Description
- Project Notes
- Client Website
- Client Phone Number
- Client Job Title
Action
Write

- Project IDRequired
- Task Template NameRequired
- Task List Name
Action
Write
New User Added
Triggers when a new user joins the Discord Server.
Trigger
Polling
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- Forum ChannelRequired
Trigger
Polling
Try It
- Channel typeRequired
- Member
Trigger
Polling
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- UserRequired
- RoleRequired
Action
Write
- UserRequired
- RoleRequired
Action
Write
- ChannelRequired
- Message TextRequired
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
- File Attachments
- Filename for Attachments
Action
Write
- Forum ChannelRequired
- Forum PostRequired
- Message contentRequired
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
Action
Write
- Channel NameRequired
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 TitleRequired
- Client EmailRequired
- Pipeline Stage
- Value
- Owner Email
Action
Write
- Task TitleRequired
- 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
- ChannelRequired
Trigger
Polling
Try It
- Channel typeRequired
- 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 ChannelRequired
- Post nameRequired
- Initial message contentRequired
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
Action
Write
- ChannelRequired
- New NameRequired
Action
Write
- Dm Bot Info
- UserRequired
- Message TextRequired
- Ping Username, Role and everyone mentions?
- Text to Speech
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- UsernameRequired
Action
Search