Bonsai + Notion
Create new items in Notion database when Bonsai invoices are paid
Stay organized and efficient with this powerful workflow between Bonsai and Notion. Every time an invoice is paid through Bonsai, a new database item will be created in Notion, keeping your records up-to-date and in one place. This handy automation ensures streamlined bookkeeping, so you can focus on what matters most.
Stay organized and efficient with this powerful workflow between Bonsai and Notion. Every time an invoice is paid through Bonsai, a new database item will be created in Notion, keeping your records up-to-date and in one place. This handy automation ensures streamlined bookkeeping, so you can focus on what matters most.
- When this happens...Invoice Paid
Triggers when an invoice is paid.
- automatically do this!Create Database Item
Creates an item in a database.
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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
