Create folders in Google Drive when new proposals are accepted in Bonsai
Effortlessly organize your projects with this Bonsai and Google Drive workflow. Whenever a proposal is accepted in Bonsai, a corresponding folder will be created in Google Drive, keeping your files neat and tidy. Streamline your project management by letting this automation handle the folder creation for you.
Effortlessly organize your projects with this Bonsai and Google Drive workflow. Whenever a proposal is accepted in Bonsai, a corresponding folder will be created in Google Drive, keeping your files neat and tidy. Streamline your project management by letting this automation handle the folder creation for you.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted by the client.
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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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