Create spreadsheet rows in Google Sheets for every paid invoice in Bonsai
Stay organized and efficient with this automated workflow. When you receive a paid invoice in Bonsai, it immediately creates a corresponding row in your Google Sheets spreadsheet. This process helps streamline your accounting and ensures every transaction is accurately recorded for easy financial management.
Stay organized and efficient with this automated workflow. When you receive a paid invoice in Bonsai, it immediately creates a corresponding row in your Google Sheets spreadsheet. This process helps streamline your accounting and ensures every transaction is accurately recorded for easy financial management.
- When this happens...Invoice Paid
Triggers when an invoice is paid.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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