Bonsai + Dropbox

Bonsai + Dropbox integrations

Upload paid Bonsai invoices to Dropbox as new files

Effortlessly organize your financial documents with this Bonsai-Dropbox workflow. Whenever an invoice is marked as paid in Bonsai, the associated file will be uploaded to a designated folder in your Dropbox account. Streamline your record-keeping process and ensure all your important files are securely stored in one place.

When this happens...
Invoice PaidTriggers when an invoice is paid.
TriggerInstant
automatically do this!
Upload FileSearch for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 6000.
ActionWrite

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More things you can do with Bonsai and Dropbox

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

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 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
Shared Folders
Triggers when a shared folder is added.
Trigger
Polling
Try It
- Space
- Folder
  Required
- File
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Trigger
Polling
Try It
- Space
- File
  Required
- New Location
  Required
Action
Write
- Space
- File Path
  Required
- Important Information
Action
Write
- Space
- Folder
  Required
- Folder Name
  Required
Action
Write
- Space
- File
  Required
- New Location
  Required
Action
Write
- Space
- Folder
  Required
- File Name
  Required
- File Content
  Required
- Include sharing link?
Action
Write
- Space
- Path
  Required
- Requested Visibility
- Link Password
- Expires At
Action
Write
- Space
- Shared Link URL
  Required
- Set or Remove Expiration
  Required
Action
Write
- Space
- Shared Link URL
  Required
- Audience
- Access
Action
Write
- Space
- Search query
  Required
- Search path
- Order by
- File status
- Search filenames only
- File extensions
- File categories
Action
Search
- Space
- Folder
  Required
- Include files in subfolders?
- File Name
  Required
- Include Deleted Files?
- Include file contents?
- Include sharing link?
Action
Search
- Space
- Path
- Direct links only
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
Try It
Task Updated
Triggers when a task is updated in Bonsai.
Trigger
Instant
Try It
- 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
- Space
- Folder
  Required
- Include files in subfolders?
- Include sharing link?
Trigger
Polling
Try It
- Space
- Folder
  Required
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Trigger
Polling
Try It
- Space
- Shared Folder
  Required
- Member Email Addresses
  Required
- Access Level
  Required
- Notify Members?
  Required
Action
Write
- Space
- Title
  Required
- Destination Folder
  Required
- Description
- Deadline
- Open for Uploads
Action
Write
- Space
- Folder Path
  Required
- Important Information
Action
Write
- Space
- Folder
  Required
- File
  Required
- Overwrite
- Specify File Name
- Specify File Extension
- Include sharing link?
Action
Write
- Space
- Folder
  Required
- File Name
  Required
- File Content
  Required
- Overwrite
- Include sharing link?
Action
Write
- Space
- File
  Required
- New Name
  Required
Action
Write
- Space
- Shared Link URL
  Required
- Allow Downloading With Shared Link?
  Required
Action
Write
- Space
- Shared Link URL
  Required
- Set or Remove Password
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Space
- Folder
  Required
- Include files in subfolders?
- Folder Name
  Required
- Include Deleted Folders?
- Include sharing link?
Action
Search
- Space
- Folder
  Required
- Search Term
  Required
- Include file contents?
- Include sharing link?
Action
Search
- Space
- Folder
  Required
- Include contents of subfolders?
- Include deleted files and folders?
- Include media info?
- Include sharing link?
Action
Search

About Bonsai

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

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Project Management

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About Dropbox

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

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File Management & Storage

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Create new Dropbox folders for every new signed contract in Bonsai

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Create new Dropbox folders for every new signed contract in Bonsai