Send channel messages in Slack whenever new invoices are viewed in Bonsai
Stay on top of your finances with instant updates from Bonsai to Slack. When a customer views an invoice in Bonsai, this workflow will immediately send a channel message in Slack. This ensures every team member is up to speed with payment status and helps in streamlining communication around invoicing and payments. Enhance your workflow and boost productivity with real-time updates.
Stay on top of your finances with instant updates from Bonsai to Slack. When a customer views an invoice in Bonsai, this workflow will immediately send a channel message in Slack. This ensures every team member is up to speed with payment status and helps in streamlining communication around invoicing and payments. Enhance your workflow and boost productivity with real-time updates.
- When this happens...Invoice Viewed
Triggers when an invoice is viewed by the client.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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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