Update Flodesk subscribers when new paid invoices are recorded in Bonsai
Increase your workflow efficiency with this Bonsai to Flodesk automation. Whenever an invoice is paid in Bonsai, a subscriber will be created or updated in your Flodesk system. This ensures your subscriber list is up-to-date, helping streamline your business operations. Enjoy seamless communication with your clients without having to manually transfer information between systems.
Increase your workflow efficiency with this Bonsai to Flodesk automation. Whenever an invoice is paid in Bonsai, a subscriber will be created or updated in your Flodesk system. This ensures your subscriber list is up-to-date, helping streamline your business operations. Enjoy seamless communication with your clients without having to manually transfer information between systems.
- When this happens...Invoice Paid
Triggers when an invoice is paid.
- automatically do this!Create/Update Subscriber
Creates a new subscriber or updates an existing one.
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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