Bonsai + Trello

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.

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...
    BonsaiBonsai
    Proposal Accepted

    Triggers when a proposal is accepted by the client.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Create List

    Triggers when a new list on a board is added.

    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
bonsai logo
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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trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn more

Related categories

  • Project Management

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