Bonsai + Google Drive
Copy files in Google Drive when new contracts are signed in Bonsai
Keep project proceedings smooth and organized with this workflow. As soon as a contract is signed in Bonsai, a copy of the signed document is created in Google Drive. This automatic system not only ensures backup of important files but also allows easy access and reference. Increase efficiency and stay up-to-date with your contract administration using this seamless process.
Keep project proceedings smooth and organized with this workflow. As soon as a contract is signed in Bonsai, a copy of the signed document is created in Google Drive. This automatic system not only ensures backup of important files but also allows easy access and reference. Increase efficiency and stay up-to-date with your contract administration using this seamless process.
- When this happens...Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
- automatically do this!Copy File
Create a copy of the specified file.
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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
