Bonsai + Google Drive
Create new Google Drive folders for each signed contract in Bonsai
Streamline your document management with this integration. Whenever a contract gets signed in Bonsai, it creates a corresponding folder in Google Drive. This ensures a systematic and organized storage for all your finalized deals. Experience the ease of locating signed contracts, providing you more efficiency and precision in your document handling.
Streamline your document management with this integration. Whenever a contract gets signed in Bonsai, it creates a corresponding folder in Google Drive. This ensures a systematic and organized storage for all your finalized deals. Experience the ease of locating signed contracts, providing you more efficiency and precision in your document handling.
- When this happens...Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
- 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
