Bonsai + ShareFile
Create new ShareFile folders for every signed contract in Bonsai
When a contract gets signed in Bonsai, this workflow quickly and efficiently creates a corresponding folder in ShareFile. Transform your contract management process by saving signed agreements from Bonsai directly into the ShareFile system, ensuring an organized structure and easy access whenever you need them. Benefit from this streamlined process that eliminates the need for manual uploads and guarantees both time-saving and reliable records management.
When a contract gets signed in Bonsai, this workflow quickly and efficiently creates a corresponding folder in ShareFile. Transform your contract management process by saving signed agreements from Bonsai directly into the ShareFile system, ensuring an organized structure and easy access whenever you need them. Benefit from this streamlined process that eliminates the need for manual uploads and guarantees both time-saving and reliable records management.
- When this happens...Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
- automatically do this!Create Folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
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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
