Bonsai + Todoist
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 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 Accepted
Triggers when a proposal is accepted by the client.
- automatically do this!Create Task
Creates a new task.
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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
