Create new Stripe customers from newly signed Bonsai contracts
Keep your customer information up-to-date effortlessly. With this workflow, once a contract is signed in Bonsai, it creates a new customer in Stripe instantly. This saves you time, making customer management more efficient and streamlined. Enjoy smoother financial operations by maintaining an accurate customer database in your preferred billing platform.
Keep your customer information up-to-date effortlessly. With this workflow, once a contract is signed in Bonsai, it creates a new customer in Stripe instantly. This saves you time, making customer management more efficient and streamlined. Enjoy smoother financial operations by maintaining an accurate customer database in your preferred billing platform.
- When this happens...Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
- automatically do this!Create Customer
Creates a new customer.
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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