Bonsai + Notion

Create new Notion database items for every viewed Bonsai contract

Streamline your contracts workflow with this automation. When a contract is viewed in Bonsai, a new database item is created in Notion instantly. This way, you can stay on top of all contract activities and make Notion your single source of truth for all contract-related information, enhancing your organizational process.

When this happens...
Contract Viewed
Triggers when a contract is viewed.
TriggerInstant
automatically do this!
Create Database Item
Creates an item in a database.
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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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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- Client NameRequired
- Client EmailRequired
- Company Name
- Website
- Phone Number
- Job Title
- Notes
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
- DatabaseRequired
- Filter by Creation Time
Trigger
Polling
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- DatabaseRequired
Trigger
Polling
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- DatabaseRequired
- ItemRequired
Action
Write
- DatabaseRequired
- Content
- Content Format
Action
Write
- PageRequired
- ContentRequired
Action
Write
- DatabaseRequired
- ItemRequired
- Content
Action
Write
Retrieve a Page
This action retrieves a specific page from Notion using its ID. The page id can be a normal page or a database item.
Action
Write
- Block IdRequired
Action
Search
- DatabaseRequired
Action
Search
- TitleRequired
- Exact MatchRequired
Action
Search
- DatabaseRequired
- Content
- Content Format
Action
Search or write

Contract Viewed
Triggers when a contract is viewed.
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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- 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
- Page
Trigger
Instant
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- Page IdRequired
Trigger
Polling
Try It
- PageRequired
- CommentRequired
Action
Write
- Parent PageRequired
- Title
- Content
- Icon
- Cover
Action
Write
- Item IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Retrieve Database
This action retrieves a database in Notion using the ID of the database.
Action
Write
- PageRequired
Action
Search
- Page IDRequired
Action
Search
- PageRequired
- CommentRequired
Action
Search or write