Bonsai + Trello
"create Trello cards for every new paid invoice in Bonsai"
Easily manage and track your paid invoices from Bonsai with this handy workflow that creates a card in Trello. This automation allows you to seamlessly organize and monitor invoicing details right from your Trello board. Enhance your bookkeeping process, save time and ensure any payment information is readily accessible whenever you need it.
Easily manage and track your paid invoices from Bonsai with this handy workflow that creates a card in Trello. This automation allows you to seamlessly organize and monitor invoicing details right from your Trello board. Enhance your bookkeeping process, save time and ensure any payment information is readily accessible whenever you need it.
- When this happens...Invoice Paid
Triggers when an invoice is paid.
- automatically do this!Create Card
Triggers when a new card is added.
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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
