Bonsai + You Need A Budget
Create transactions in You Need A Budget when new paid invoices appear in Bonsai
Keep your budget up-to-date and accurate with this seamless invoicing and financial management workflow. When a payment is received in Bonsai, a corresponding transaction is instantly recorded in You Need A Budget. This process not only helps you maintain accurate financial records without any manual entry, but also guarantees you always have a clear understanding of your financial picture. As your business thrives, let this automation take care of the tedious work for you.
Keep your budget up-to-date and accurate with this seamless invoicing and financial management workflow. When a payment is received in Bonsai, a corresponding transaction is instantly recorded in You Need A Budget. This process not only helps you maintain accurate financial records without any manual entry, but also guarantees you always have a clear understanding of your financial picture. As your business thrives, let this automation take care of the tedious work for you.
- When this happens...Invoice Paid
Triggers when an invoice is paid.
- automatically do this!Create Transaction
Creates a new transaction.
- Free forever for core features
- 14 day trial for premium features & apps
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
