Bonsai + ClickUp

Create tasks in ClickUp when new proposals are accepted in Bonsai

Streamline your project management process with this automation. When a proposal gets accepted in Bonsai, a task is immediately created within ClickUp. This integration reduces time spent on manual data entry, allowing you to focus on delivering high-quality work to your clients.

Streamline your project management process with this automation. When a proposal gets accepted in Bonsai, a task is immediately created within ClickUp. This integration reduces time spent on manual data entry, allowing you to focus on delivering high-quality work to your clients.

  1. When this happens...
    BonsaiBonsai
    Proposal Accepted

    Triggers when a proposal is accepted by the client.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

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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clickup logo
clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Learn more

Related categories

  • Project Management

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