Bonsai + Dropbox
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.
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 Paid
Triggers when an invoice is paid.
- automatically do this!Upload File
Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
- Free forever for core features
- 14 day trial for premium features & apps
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
