Bonsai
Google Sheets
zapier

An automated workflow using zapier

Connects Bonsai + Google Sheets

Log new paid Bonsai invoices in a Google Sheet

About this workflow template

This automation scenario allows you to connect Bonsai and Google Sheets

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Diagram

Log new paid Bonsai invoices in a Google Sheet
Workflow diagram: Bonsai + Google Sheets integration

How it works?

When this trigger fires in Bonsai

Bonsai

Invoice Paid in Bonsai

Triggers when an invoice is paid.

Then this action happens in Google Sheets

Google Sheets

Create Multiple Spreadsheet Rows in Google Sheets

Create one or more new rows in a specific spreadsheet (with line item support).

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Log new paid Bonsai invoices in a Google Sheet.

Part I

Configure Applications

First, we need to connect Bonsai and Google Sheets to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Bonsai to Zapier.

    Connect Bonsai to Zapier.

    Give Zapier access to your Bonsai account, using Bonsai credentials.

  • Connect Google Sheets to Zapier.

    Connect Google Sheets to Zapier.

    Give Zapier access to your Google Sheets account, using Google Sheets credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Bonsai

    Set up a Trigger action for Bonsai

    Choose the following trigger: Invoice Paid (Triggers when an invoice is paid.).

  • Then set up an Action for Google Sheets

    Then set up an Action for Google Sheets

    Choose this action: Create Multiple Spreadsheet Rows (Create one or more new rows in a specific spreadsheet (with line item support).).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Bonsai and Google Sheets.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Log new paid Bonsai invoices in a Google Sheet!

Supported triggers and actions

  • Google Sheets

    New spreadsheet row

    Triggered when a new row is added to the bottom of a spreadsheet.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row

    Triggered when a new row is added or modified in a spreadsheet.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Google Sheets

    Watch new rows

    Triggers when a new row is added.

    integromat
    triggerbyintegromat
  • Google Sheets

    New spreadsheet row (team drive)

    Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row (team drive)

    Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.

    zapier
    triggerbyzapier
  • Google Sheets

    New spreadsheet

    Triggered when you create a new spreadsheet.

    zapierautomateio
    triggerbyzapierautomateio
  • Bonsai

    Create client

    Creates a client lead on Bonsai

    zapier
    actionbyzapier
  • Bonsai

    Create project

    Creates a project

    zapier
    actionbyzapier
  • Bonsai

    Contract signed

    Triggers when a contract is signed by your contact (client or contractor).

    zapier
    triggerbyzapier
  • Bonsai

    Invoice paid

    Triggers when an invoice is paid.

    zapier
    triggerbyzapier
  • Bonsai

    Proposal accepted

    Triggers when a proposal is accepted by the client.

    zapier
    triggerbyzapier
  • Bonsai

    Proposal viewed

    Triggers when a proposal is viewed by the client.

    zapier
    triggerbyzapier

Apps you need

Google Sheets

Google Sheets

Spreadsheets

Online spreadsheets for personal use and collaboration, part of Google Drive

Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.