Bark + Bonsai

Create new Bonsai clients from new purchased Barks in Bark

Save time and increase efficiency with this automation that turns new purchases in Bark into clients in Bonsai. Once set up, each time a purchase is made in Bark, a client profile is promptly created in Bonsai. Let this workflow ease your business administration and improve customer management.

When this happens...
New Purchased Bark
Triggers when you purchase a Bark.
TriggerInstant
automatically do this!
Create Client
Creates a client lead on Bonsai
ActionWrite

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Supported triggers and actions

- Limit results to my service areasRequired
- Category
- Location filter type
Trigger
Instant
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New Review
Triggers when you receive a new review on your seller profile.
Trigger
Instant
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- Bark IDRequired
- NoteRequired
Action
Write
- Bark IDRequired
Action
Write
- Bark IDRequired
Action
Search

- Bark IDRequired
Action
Search
Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Trigger
Instant
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Form Submitted
Triggers when a new form response is submitted.
Trigger
Instant
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Invoice Viewed
Triggers when an invoice is viewed by the client.
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is accepted by the client.
Trigger
Instant
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- Client NameRequired
- Client EmailRequired
- Company Name
- Website
- Phone Number
- Job Title
- Notes
Action
Write

New Purchased Bark
Triggers when you purchase a Bark.
Trigger
Instant
Try It
- Bark IDRequired
Action
Write
- Bark IDRequired
- Quote ValueRequired
- Quote TypeRequired
Action
Write
- Bark IDRequired
- StatusRequired
Action
Write
- Not required
Action
Search
- Category
- City
- Latitude
- Longitude
- Search Radius (miles)
- Bark Age
Action
Search
Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Event Scheduled
Triggers when a new event is booked via Scheduling
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by the client.
Trigger
Instant
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- Project NameRequired
- CurrencyRequired
- Client EmailRequired
- Client Name
- Company Name
- Project Description
- Project Notes
- Client Website
- Client Phone Number
- Client Job Title
Action
Write