Bonsai + Google Sheets

Update Google Sheets rows when new Bonsai proposals are viewed

Stay on top of your proposals with this streamlined workflow. Whenever a proposal is reviewed in Bonsai, it immediately updates a corresponding row in your Google Sheets. This means no more manual tracking or data entry, giving you more time to focus on creating successful proposals. Enjoy a simpler, efficient and organized system to manage proposal views.

Stay on top of your proposals with this streamlined workflow. Whenever a proposal is reviewed in Bonsai, it immediately updates a corresponding row in your Google Sheets. This means no more manual tracking or data entry, giving you more time to focus on creating successful proposals. Enjoy a simpler, efficient and organized system to manage proposal views.

  1. When this happens...
    BonsaiBonsai
    Proposal Viewed

    Triggers when a proposal is viewed by the client.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Update Spreadsheet Row(s)

    Update one or more rows in a specific spreadsheet (with line item support).

    ActionWrite
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Supported triggers and actions

  • 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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bonsai logo

About Bonsai

Bonsai is a business management platform designed to help agencies and professional service companies deliver great client work.
Learn more

Related categories

  • Project Management

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google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

  • Google
  • Spreadsheets

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