Bonsai + monday.com
Generate new items in monday.com when contracts are signed in Bonsai
When a contract gets signed in Bonsai, streamline your process by having that information create a new item in your monday.com board. This workflow provides a seamless transition from closing deals in Bonsai to managing projects, ensuring all critical information is transferred instantly for efficient task management. Utilize this automatic system and focus more on completing tasks and less on micromanaging administrative tasks.
When a contract gets signed in Bonsai, streamline your process by having that information create a new item in your monday.com board. This workflow provides a seamless transition from closing deals in Bonsai to managing projects, ensuring all critical information is transferred instantly for efficient task management. Utilize this automatic system and focus more on completing tasks and less on micromanaging administrative tasks.
- When this happens...Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
- automatically do this!Create Item
Create a new Item in a board
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