Create new Trello lists when proposals are accepted in Bonsai
Streamline your project management process with this efficient workflow. Once a proposal is accepted in Bonsai, a new list is instantly created in your Trello board. This allows you to keep track of your projects and tasks in the most organized way, eliminating manual data entry. This workflow bridges the gap between your contracting and project management, ensuring a seamless transition from proposal approval to project initiation.
- When this happens...Proposal AcceptedTriggers when a proposal is accepted by the client.
- automatically do this!Create ListTriggers when a new list on a board is added.
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More things you can do with Bonsai and Trello
Discover other triggers and actions you can use with Bonsai and Trello
- Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Try ItTriggerInstant - Deal Updated
Triggers when a deal is updated in Bonsai.
Try ItTriggerInstant - Invoice Paid
Triggers when an invoice is paid.
Try ItTriggerInstant - Event Scheduled
Triggers when a new event is booked via Scheduling
Try ItTriggerInstant
- Contract Viewed
Triggers when a contract is viewed.
Try ItTriggerInstant - Form Submitted
Triggers when a new form response is submitted.
Try ItTriggerInstant - Invoice Viewed
Triggers when an invoice is viewed by the client.
Try ItTriggerInstant - Proposal Accepted
Triggers when a proposal is accepted by the client.
Try ItTriggerInstant







