Bonsai + Google Sheets
Log new paid Bonsai invoices in a Google Sheet
Rather than manually exporting a CSV from Bonsai to give to your accountant, automatically fill a spreadsheet with the relevant data every time an invoice is paid. That way, your books are maintained with no extra effort on your part.
Rather than manually exporting a CSV from Bonsai to give to your accountant, automatically fill a spreadsheet with the relevant data every time an invoice is paid. That way, your books are maintained with no extra effort on your part.
- When this happens...Invoice Paid
Triggers when an invoice is paid.
- automatically do this!Create Multiple Spreadsheet Rows
Create one or more new rows in a specific spreadsheet (with line item support).
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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
