Bonsai + ClickUp
Create new lists in ClickUp when proposals are accepted in Bonsai
Streamline your project management workflow with this efficient automation. When a proposal is accepted in Bonsai, it'll kickstart the process of creating a new list in ClickUp. This way, you can seamlessly transition from proposal approval to task assignment, saving time and ensuring a smooth flow of work. Perfect for freelancers, project managers, or anyone looking to improve their productivity.
Streamline your project management workflow with this efficient automation. When a proposal is accepted in Bonsai, it'll kickstart the process of creating a new list in ClickUp. This way, you can seamlessly transition from proposal approval to task assignment, saving time and ensuring a smooth flow of work. Perfect for freelancers, project managers, or anyone looking to improve their productivity.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted by the client.
- automatically do this!Create List
Triggers when new lists 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
