Bonsai + Todoist

Bonsai + Todoist integrations

Convert accepted Bonsai proposals into new tasks in Todoist

When a proposal is accepted in Bonsai, this workflow instantly creates a related task in Todoist. It's a practical way to stay on top of your project management by ensuring that every accepted proposal is swiftly followed by a task in your to-do list. This automation helps you maintain organization and momentum, showing the immediate value of your Bonsai proposals.

When this happens...
Proposal AcceptedTriggers when a proposal is accepted by the client.
TriggerInstant
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with Bonsai and Todoist

Discover other triggers and actions you can use with Bonsai and Todoist

Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Trigger
Instant
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Deal Updated
Triggers when a deal is updated in Bonsai.
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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- Client Name
  Required
- Client Email
  Required
- Company Name
- Website
- Phone Number
- Job Title
- Notes
Action
Write
- Project Name
  Required
- Currency
  Required
- Client Email
  Required
- Client Name
- Company Name
- Project Description
- Project Notes
- Client Website
- Client Phone Number
- Client Job Title
Action
Write

- Project ID
  Required
- Task Template Name
  Required
- Task List Name
Action
Write
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- E-Mail Address
  Required
Action
Write
- Task
  Required
- Section
  Required
Action
Write
- Project
  Required
- Comment
  Required
Action
Write
- Project
- Title
  Required
- Note
- Section
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Deadline Date
- Priority
- Labels
- Parent Task
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Name
  Required
Action
Search
- Email Address
  Required
Action
Search
- Name
  Required
- Project
- Title
  Required
- Note
- Section
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Deadline Date
- Priority
- Labels
- Parent Task
Action
Search or write

Contract Viewed
Triggers when a contract is viewed.
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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Task Updated
Triggers when a task is updated in Bonsai.
Trigger
Instant
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- Deal Title
  Required
- Client Email
  Required
- Pipeline Stage
- Value
- Owner Email
Action
Write
- Task Title
  Required
- 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
- Project
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- Task
  Required
Action
Write
- Task
  Required
- Comment
  Required
Action
Write
- Name
  Required
- Color
- Parent Project
- Favorite
- View Style
Action
Write
- Task
  Required
- Title
  Required
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Deadline Date
- Priority
- Labels
Action
Write
Get Project Collaborators
Get all collaborators for a specific project
Action
Write
- Name
  Required
- Project
Action
Search
- Name
  Required
- Color
- Parent Project
- Favorite
- View Style
Action
Search or write

About Bonsai

Bonsai is a business management platform designed to help agencies and professional service companies deliver great client work.

Learn moreLearn moreHelpHelp

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About Todoist

Managing millions of tasks, Todoist is an online task management app and todo list. It has Web, iPhone, Android, Chrome, Firefox, Outlook flavors (and more!).

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