Update Google Sheets rows when new contracts are signed in Bonsai
Manage your contracts and spreadsheets more efficiently with this Bonsai to Google Sheets workflow. Upon signing of a contract in Bonsai, the relevant information is immediately updated in a designated row in Google Sheets. This smooth transition of data keeps your spreadsheets current and accurate, reducing the chances of errors that often come with manual inputs.
Manage your contracts and spreadsheets more efficiently with this Bonsai to Google Sheets workflow. Upon signing of a contract in Bonsai, the relevant information is immediately updated in a designated row in Google Sheets. This smooth transition of data keeps your spreadsheets current and accurate, reducing the chances of errors that often come with manual inputs.
- When this happens...Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
- automatically do this!Update Spreadsheet Row
Update a 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