Bonsai + Google Drive
Upload new Bonsai contracts to Google Drive files immediately after signing
When a contract is signed in Bonsai, this workflow instantly transfers a file to your Google Drive. This efficient process ensures you'll always have your contracts stored in one accessible place, which is vital for smooth business operations. This reliable setup eliminates the need for manual transfers, saving you time and reducing the risk of misplacement or loss.
When a contract is signed in Bonsai, this workflow instantly transfers a file to your Google Drive. This efficient process ensures you'll always have your contracts stored in one accessible place, which is vital for smooth business operations. This reliable setup eliminates the need for manual transfers, saving you time and reducing the risk of misplacement or loss.
- When this happens...Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
- automatically do this!Upload File
Triggers when any new file is added (inside of any folder).
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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
