Create folders in Google Drive for newly signed contracts in Bonsai
Organize your signed contracts with ease using this efficient workflow between Bonsai and Google Drive. When a contract is signed in Bonsai, a folder will be created in your Google Drive account to store all related documents. Stay organized and save time by streamlining your contract management process with this simple automation.
Organize your signed contracts with ease using this efficient workflow between Bonsai and Google Drive. When a contract is signed in Bonsai, a folder will be created in your Google Drive account to store all related documents. Stay organized and save time by streamlining your contract management process with this simple automation.
- When this happens...Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Try ItInvoice Paid
Triggers when an invoice is paid.
Try ItProposal Accepted
Triggers when a proposal is accepted by the client.
Try ItClient NameRequired
Client EmailRequired
Company Name
Website
Phone Number
Job Title
Notes
Contract Viewed
Triggers when a contract is viewed.
Try ItInvoice Viewed
Triggers when an invoice is viewed by the client.
Try ItProposal Viewed
Triggers when a proposal is viewed by the client.
Try ItProject NameRequired
CurrencyRequired
Client EmailRequired
Client Name
Company Name
Project Description
Project Notes
Client Website
Client Phone Number
Client Job Title