Bonsai Integrations

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Quickly automate Bonsai integrations with Zapier's templates

Log new paid Bonsai invoices in a Google Sheet
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Bonsai + Google Sheets
Create tasks in ClickUp when new proposals are accepted in Bonsai
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Bonsai + ClickUp
"send private channel messages in Slack when new contracts are signed in Bonsai"
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Bonsai + Slack
Create new lists in ClickUp when contracts are signed in Bonsai
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Bonsai + ClickUp

Create Bonsai clients from new Squarespace form submissions
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Squarespace + Bonsai

Send channel messages in Slack whenever new invoices are viewed in Bonsai
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Bonsai + Slack

Log new paid Bonsai invoices in a Google Sheet

Details

Try it

Bonsai + Google Sheets

Create tasks in ClickUp when new proposals are accepted in Bonsai

Details

Try it

Bonsai + ClickUp

"send private channel messages in Slack when new contracts are signed in Bonsai"

Details

Try it

Bonsai + Slack

Create new lists in ClickUp when contracts are signed in Bonsai

Details

Try it

Bonsai + ClickUp

Create Bonsai clients from new Squarespace form submissions

Details

Try it

Squarespace + Bonsai

Send channel messages in Slack whenever new invoices are viewed in Bonsai

Details

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Bonsai + Slack

Supported triggers and actions

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

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
Try It
- Project NameRequired
- CurrencyRequired
- Client EmailRequired
- Client Name
- Company Name
- Project Description
- Project Notes
- Client Website
- Client Phone Number
- Client Job Title
Action
Write

About Bonsai

Bonsai is a business management platform designed to help agencies and professional service companies deliver great client work.

Learn more

Related categories

Project Management

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Bonsai Integrations

Do more with Bonsai integrations

Google Drive

ClickUp

HubSpot

Google Sheets

Notion

Slack

Gmail

Asana

Wave

Google Drive

ClickUp

HubSpot

Google Sheets

Notion

Slack

Google Drive

ClickUp

HubSpot

Google Sheets

Notion

Slack

Gmail

Asana

Wave

Join millions worldwide who automate their work using Zapier

Log new paid Bonsai invoices in a Google Sheet

Create tasks in ClickUp when new proposals are accepted in Bonsai

"send private channel messages in Slack when new contracts are signed in Bonsai"

Create new lists in ClickUp when contracts are signed in Bonsai

Create Bonsai clients from new Squarespace form submissions

Send channel messages in Slack whenever new invoices are viewed in Bonsai

Log new paid Bonsai invoices in a Google Sheet

Create tasks in ClickUp when new proposals are accepted in Bonsai

"send private channel messages in Slack when new contracts are signed in Bonsai"

Create new lists in ClickUp when contracts are signed in Bonsai

Create Bonsai clients from new Squarespace form submissions

Send channel messages in Slack whenever new invoices are viewed in Bonsai

Contract Signed

Form Submitted

Invoice Viewed

Proposal Accepted

Create Client

Contract Viewed

Invoice Paid

Event Scheduled

Proposal Viewed

Create Project

About Bonsai

Related categories

Similar apps

Zapier Interfaces

Popular Bonsai Integrations

Popular Bonsai Integrations