Bonsai + Cal.com

Create new Bonsai projects from new Cal.com bookings

Streamline your project setup with this automated workflow. Whenever a new booking is made on Cal.com, a corresponding project is instantly created in Bonsai. Enjoy a seamless transition between scheduling and project management, saving you time and reducing manual data entry.

When this happens...
Booking Created
Triggers when a new booking is created.
TriggerInstant
automatically do this!
Create Project
Creates a project
ActionWrite

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Supported triggers and actions

What does this mean?

Booking Cancelled
Triggers when a booking is cancelled.
Trigger
Instant
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Booking Rescheduled
Triggers when a booking is rescheduled.
Trigger
Instant
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Out of Office Created
Triggers when a new Out Of Office entry is created.
Trigger
Instant
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Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
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Invoice Viewed
Triggers when an invoice is viewed by the client.
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

Booking Created
Triggers when a new booking is created.
Trigger
Instant
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Meeting Ended
Triggers after meeting ends.
Trigger
Instant
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Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
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