Bonsai + Microsoft Excel
Add rows in Microsoft Excel for newly paid Bonsai invoices
Effortlessly track your paid invoices from Bonsai in Microsoft Excel with this streamlined workflow. Once set up, each time an invoice is marked as paid in Bonsai, a new row will be added to your designated Excel spreadsheet, ensuring all your important financial data is organized in one convenient location. Stay on top of your income and save time on manual data entry with this simple automation.
Effortlessly track your paid invoices from Bonsai in Microsoft Excel with this streamlined workflow. Once set up, each time an invoice is marked as paid in Bonsai, a new row will be added to your designated Excel spreadsheet, ensuring all your important financial data is organized in one convenient location. Stay on top of your income and save time on manual data entry with this simple automation.
- When this happens...Invoice Paid
Triggers when an invoice is paid.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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
