Bonsai + Dropbox

Create new Dropbox folders for every new signed contract in Bonsai

Manage your contractual obligations effortlessly with this streamlined workflow. As soon as a contract is signed in the Bonsai app, a corresponding folder will be created in your Dropbox account. This process ensures that all your important documents are organized and stored at one location, saving you valuable time and maintaining efficiency. Increase productivity with this seamless integration between Bonsai and Dropbox.

When this happens...
Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
TriggerInstant
automatically do this!
Create Folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.
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
Try It
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
- Space
- FolderRequired
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Trigger
Polling
Try It
- Space
- FileRequired
- New LocationRequired
Action
Write
- Space
- Folder PathRequired
- Important Information
Action
Write
- Space
- FolderRequired
- FileRequired
- Overwrite
- Specify File Name
- Specify File Extension
- Include sharing link?
Action
Write
- Space
- FolderRequired
- File NameRequired
- File ContentRequired
- Overwrite
- Include sharing link?
Action
Write
- Space
- FileRequired
- New NameRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Space
- FolderRequired
- Include files in subfolders?
- Folder NameRequired
- Include Deleted Folders?
- Include sharing link?
Action
Search
- Space
- FolderRequired
- Search TermRequired
- Include file contents?
- Include sharing link?
Action
Search
- Space
- FolderRequired
- Include contents of subfolders?
- Include deleted files and folders?
- Include media info?
- Include sharing link?
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 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
- Space
- FolderRequired
- Include files in subfolders?
- Include sharing link?
Trigger
Polling
Try It
- Space
- FolderRequired
- File
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Trigger
Polling
Try It
- Space
- File PathRequired
- Important Information
Action
Write
- Space
- FolderRequired
- Folder NameRequired
Action
Write
- Space
- FileRequired
- New LocationRequired
Action
Write
- Space
- FolderRequired
- File NameRequired
- File ContentRequired
- Include sharing link?
Action
Write
- Space
- PathRequired
- Requested Visibility
- Link Password
- Expires At
Action
Write
- Space
- Search queryRequired
- Search path
- Order by
- File status
- Search filenames only
- File extensions
- File categories
Action
Search
- Space
- FolderRequired
- Include files in subfolders?
- File NameRequired
- Include Deleted Files?
- Include file contents?
- Include sharing link?
Action
Search
- Space
- Path
- Direct links only
Action
Search

About Bonsai

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

Learn more

Related categories

Project Management

Similar apps

Zapier Interfaces

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

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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