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Bonsai + Trello

Bonsai + Trello

Bonsai + Trello integrations

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.

  1. When this happens...
    Proposal Accepted
    Proposal Accepted
    Proposal AcceptedTriggers when a proposal is accepted by the client.
  2. automatically do this!
    Create List
    Create List
    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

  • Bonsai triggers, actions, and search
    Contract Signed

    Triggers when a contract is signed by your contact (client or contractor).

    Trigger
    Instant
    Try It
  • Bonsai triggers, actions, and search
    Event Scheduled

    Triggers when a new event is booked via Scheduling

    Trigger
    Instant
    Try It
  • Bonsai triggers, actions, and search
    Form Submitted

    Triggers when a new form response is submitted.

    Trigger
    Instant
    Try It
  • Bonsai triggers, actions, and search
    Invoice Viewed

    Triggers when an invoice is viewed by the client.

    Trigger
    Instant
    Try It
  • Bonsai triggers, actions, and search
    Proposal Accepted

    Triggers when a proposal is accepted by the client.

    Trigger
    Instant
    Try It
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About Bonsai
Bonsai is a business management platform designed to help agencies and professional service companies deliver great client work.
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About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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