Bonsai + ClickUp
Create folders in ClickUp when new contracts are signed in Bonsai
Keep your project management organized whenever a contract is signed in Bonsai by creating a corresponding folder in ClickUp. This automation workflow streamlines your process, ensuring you have a designated space for all essential documents and materials related to the signed contract. Eliminate manual steps and stay focused on your project's success with this seamless integration.
Keep your project management organized whenever a contract is signed in Bonsai by creating a corresponding folder in ClickUp. This automation workflow streamlines your process, ensuring you have a designated space for all essential documents and materials related to the signed contract. Eliminate manual steps and stay focused on your project's success with this seamless integration.
- When this happens...Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
- automatically do this!Create Folder
Triggers when new folders are created.
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Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Try ItForm Submitted
Triggers when a new form response is submitted.
Try ItInvoice Viewed
Triggers when an invoice is viewed by the client.
Try ItProposal Accepted
Triggers when a proposal is accepted by the client.
Try It
