Bonsai + Google Tasks

Create tasks in Google Tasks when new proposals are accepted in Bonsai

Streamline your project management by letting this workflow do the heavy lifting for you. When a proposal gets accepted in Bonsai, a related task is instantly created in Google Tasks. Save time on manual data entry and focus more on completing tasks, enhancing your productivity and efficiency.

When this happens...
Proposal Accepted
Triggers when a proposal is accepted by the client.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Trigger
Instant
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Deal Updated
Triggers when a deal is updated in Bonsai.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Event Scheduled
Triggers when a new event is booked via Scheduling
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by the client.
Trigger
Instant
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- Client NameRequired
- Client EmailRequired
- Company Name
- Website
- Phone Number
- Job Title
- Notes
Action
Write
- Project NameRequired
- CurrencyRequired
- Client EmailRequired
- Client Name
- Company Name
- Project Description
- Project Notes
- Client Website
- Client Phone Number
- Client Job Title
Action
Write

- Project IDRequired
- Task Template NameRequired
- Task List Name
Action
Write
- Task ListRequired
- Include Assigned Tasks?
Trigger
Polling
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- List TitleRequired
Action
Write
- ListRequired
- TaskRequired
- Title
- Status
- Notes
- Due Date
Action
Write
- ListRequired
- TitleRequired
Action
Search
- ListRequired
- TitleRequired
- Task ListRequired
- Notes
- Due On
Action
Search or write

Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
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Form Submitted
Triggers when a new form response is submitted.
Trigger
Instant
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Invoice Viewed
Triggers when an invoice is viewed by the client.
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is accepted by the client.
Trigger
Instant
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Task Updated
Triggers when a task is updated in Bonsai.
Trigger
Instant
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- Deal TitleRequired
- Client EmailRequired
- Pipeline Stage
- Value
- Owner Email
Action
Write
- Task TitleRequired
- Task Description
- Project ID
- Creator Email
- Assignee Email
- Status
- Task List Name
- Priority
- Start Date
- Due Date
- Estimate in minutes
- Billing
- Service Name
- Tags
- Repeats Frequency
- Repeats frequency Weekly Day
- Repeats frequency Monthly Day
Action
Write
- Task ListRequired
- Include Assigned Tasks?
Trigger
Polling
Try It
New Task List
Triggers when a new task list is created.
Trigger
Polling
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- Task ListRequired
- TitleRequired
- Notes
- Due On
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Results will output in a line-item format. Subsequent action steps will need to support line-items. If not, you can transform this into t
- Task ListRequired
- Display Completed TasksRequired
Action
Search