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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