Bonsai + Google Sheets
Create spreadsheet rows in Google Sheets for every new contract signed in Bonsai
Ensure a seamless handover from contract signing to data management with this Bonsai to Google Sheets workflow. When a contract gets signed in Bonsai, it immediately generates a new row in your chosen Google Sheets spreadsheet. With everything in one place, it makes for easier tracking, less manual data entry, and you can focus your efforts on more strategic tasks.
Ensure a seamless handover from contract signing to data management with this Bonsai to Google Sheets workflow. When a contract gets signed in Bonsai, it immediately generates a new row in your chosen Google Sheets spreadsheet. With everything in one place, it makes for easier tracking, less manual data entry, and you can focus your efforts on more strategic tasks.
- When this happens...Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
- 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
