Bonsai + Google Drive
Upload files to Google Drive when new proposals are accepted in Bonsai
Streamline your project management process with this convenient tool. Upon the approval of a proposal within Bonsai, this workflow immediately stores the corresponding file to Google Drive. This ensures that critical documents are neatly consolidated in one place, affording you more time to concentrate on crucial tasks. Benefit from an efficient, organized system that saves you time and enhances your project management capabilities.
Streamline your project management process with this convenient tool. Upon the approval of a proposal within Bonsai, this workflow immediately stores the corresponding file to Google Drive. This ensures that critical documents are neatly consolidated in one place, affording you more time to concentrate on crucial tasks. Benefit from an efficient, organized system that saves you time and enhances your project management capabilities.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted by the client.
- 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
