Schedule meetings in Google Meet when new proposals are accepted in Bonsai
Easily schedule meetings in Google Meet whenever a proposal is accepted in Bonsai with this seamless workflow. As soon as a client approves your proposal, a meeting will be created in Google Meet, ensuring you never miss an opportunity to discuss project details and expectations. Save time and stay organized by automating your meeting scheduling process.
Easily schedule meetings in Google Meet whenever a proposal is accepted in Bonsai with this seamless workflow. As soon as a client approves your proposal, a meeting will be created in Google Meet, ensuring you never miss an opportunity to discuss project details and expectations. Save time and stay organized by automating your meeting scheduling process.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted by the client.
- automatically do this!Schedule a Meeting
Schedules a meeting.
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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