Bonsai + monday.com
Create new items in monday.com when invoices are paid in Bonsai
Streamline your project management by instantly creating a task in monday.com when an invoice is paid in Bonsai. This workflow reduces manual data entry, keeping your project management system up-to-date in real-time. Enjoy seamless integration between Bonsai and monday.com, enhancing your productivity and efficiency.
Streamline your project management by instantly creating a task in monday.com when an invoice is paid in Bonsai. This workflow reduces manual data entry, keeping your project management system up-to-date in real-time. Enjoy seamless integration between Bonsai and monday.com, enhancing your productivity and efficiency.
- When this happens...Invoice Paid
Triggers when an invoice is paid.
- automatically do this!Create Item
Create a new Item in a board
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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
