Bonsai + Trello
Create new Trello boards when contracts are signed in Bonsai
Start a new project seamlessly on Trello once a contract is finalized in Bonsai. This workflow eliminates any unnecessary steps, enabling freelancers and business owners to transition from contract conclusion to nuanced task management smoothly. Experience increased productivity and improved organization in a single step without any redundancies.
Start a new project seamlessly on Trello once a contract is finalized in Bonsai. This workflow eliminates any unnecessary steps, enabling freelancers and business owners to transition from contract conclusion to nuanced task management smoothly. Experience increased productivity and improved organization in a single step without any redundancies.
- When this happens...Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
- automatically do this!Create Board
Triggers when a new board 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
