Bonsai + roam-bot
Create blocks on specific pages in roam-bot for newly accepted Bonsai proposals
Use this integration to add every newly accepted Bonsai contract proposal into a dedicated RoamResearch page.
Use this integration to add every newly accepted Bonsai contract proposal into a dedicated RoamResearch page.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted by the client.
- automatically do this!Create a Block in a Specific Page
Create a new block in a specific page
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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
About Bonsai
Bonsai is the only tool you need to run your business. Manage your clients, deliver great work, get paid, and track your finances.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout roam-bot
Roam-Bot connects everything to and from RoamResearch through online plateforms