Bonsai + monday.com
"manage paid invoices in Bonsai by triggering ae:42622 action in monday.com"
Efficiently track your financial transactions with this smooth workflow. When a payment status is updated to 'Paid' within Bonsai, a corresponding status update gets triggered in your monday.com account, enabling real-time and accurate record keeping. This seamless coordination saves you the hassle of switching between apps, allowing you to focus on your core tasks.
Efficiently track your financial transactions with this smooth workflow. When a payment status is updated to 'Paid' within Bonsai, a corresponding status update gets triggered in your monday.com account, enabling real-time and accurate record keeping. This seamless coordination saves you the hassle of switching between apps, allowing you to focus on your core tasks.
- When this happens...Invoice Paid
Triggers when an invoice is paid.
- automatically do this!
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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
