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How Zapier works

Zapier makes it easy to integrate Bonsai with FreshBooks - no code necessary. See how you can get setup in minutes.

Select a trigger from Bonsai

A trigger is an event that starts your Zap and runs the workflow. For example, with Bonsai, a trigger could be "Contract Signed."

A trigger is the event that kicks off your automated workflow.

Setup an action from FreshBooks

An action is what takes place after the automation is triggered. For example, with FreshBooks, the action could be "Add Payment to Invoice."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Bonsai to FreshBooks

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Bonsai to FreshBooks integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Bonsai and FreshBooks to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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

- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It

- Account
  Required
Trigger
Instant
Try It
- Account
  Required
- Status
  Required
Trigger
Scheduled
Try It
- Account
  Required
Trigger
Scheduled
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
- Vendor
  Required
- Currency Code
  Required
- Date
- Days Due From Issue
- Bill Number
- Language
  Required
- Project Description
- Quantity
  Required
- Tax Name
- Tax Percent
- Rate
  Required
- Expense Category
  Required
Action
Write
- Account
  Required
- Client Email
  Required
- First Name
- Home Phone
- Language
  Required
- Last Name
- Note
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency Code
  Required
- Quantity
- Amount
  Required
- Description
- Credit_note_create_date
- Credit_note_credit_type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Write
- Account
  Required
- Customer
  Required
- Date of Issue
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency Code
  Required
- Language
  Required
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate
- Sent ID
- VAT Name
- VAT Number
- Notes
- Description
- Project Description
- Late Fee Type
- Quantity
  Required
- Rate
  Required
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
- Send to Customer?
Action
Write
- Account
  Required
- Client
  Required
- Currency Code
  Required
- Date
- Days Due From Issue
- Project Description
- Description
- Quantity
  Required
- Tax Name 1
- Tax Amount 1
- Rate
  Required
- Active Payment Gateway
- Notes
- Invoice Paid?
- Terms
- Discount Value
- Discount Description
- Invoice Number
- PO Number
- Language
  Required
Action
Write
- Account
  Required
- Amount
  Required
- Unit Cost Code
- Category Name
  Required
- Tax Amount
- Tax Name
- Date
- Note
- Payment Type
- Source
- Visibility State
Action
Write
- Account
  Required
- Client
  Required
- Currency Code
  Required
- Date
- Days Due From Issue
- Project Description
- Description
- Quantity
  Required
- Tax Name 1
- Tax Amount 1
- Rate
  Required
- Active Payment Gateway
- Notes
- Terms
- Discount Value
- Discount Description
- Invoice Number
- PO Number
- Language
  Required
- Frequency
  Required
- Is Infinite?
  Required
Action
Write
- Account
  Required
- Vendor Name
  Required
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency Code
  Required
- Language
  Required
- Is 1099 Contractor
Action
Write
- Account
  Required
- Email_recipients
  Required
- Email Body
  Required
- Email Subject
  Required
- Estimate
  Required
Action
Write
- Account
  Required
- Bill ID
  Required
- Vendor
  Required
- Currency Code
  Required
- Date
- Days Due From Issue
- Bill Number
- Language
  Required
- Project Description
- Quantity
  Required
- Tax Name
- Tax Percent
- Rate
  Required
- Expense Category
  Required
Action
Write
- Account
  Required
- Create if Client Does Not Exsist
  Required
- Client Email
  Required
- First Name
- Home Phone
- Language
  Required
- Last Name
- Mobile Phone
- Note
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency Code
  Required
- Quantity
- Amount
  Required
- Description
- Credit_note_create_date
- Credit_note_credit_type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Write
- Account
  Required
- Create if Client Does Not Exsist
  Required
- Customer
  Required
- Date of Issue
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency Code
  Required
- Language
  Required
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Unit Cost Code
- Country
- Estimate
- Sent ID
- VAT Name
- VAT Number
- Notes
- Description
- Project Description
- Late Fee Type
- Quantity
  Required
- Rate
  Required
- Currency Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
Action
Write
- Account
  Required
- Time Entry ID
  Required
- Project
- Started At
  Required
- Duration
  Required
- Is Logged
  Required
- Internal?
- Client ID
- Billed?
- Billable
- Active
- Note
Action
Write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Value
  Required
- Client ID
  Required
- Credit Type
- Credit Number
- Currency Code
  Required
- Date of Issue
- Notes
- Terms
- Language
  Required
- Description
- Project Description
- Quantity
  Required
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Customer
  Required
- Date of Issue
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency Code
  Required
- Language
  Required
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate
- Sent ID
- VAT Name
- VAT Number
- Notes
- Description
- Project Description
- Late Fee Type
- Quantity
  Required
- Rate
  Required
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
- Send to Customer?
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Project Name
  Required
- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
Action
Search or write

Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
Event Scheduled
Triggers when a new event is booked via Scheduling
Trigger
Instant
Try It
Proposal Viewed
Triggers when a proposal is viewed by the client.
Trigger
Instant
Try It
- Project Name
  Required
- Currency
  Required
- Client Email
  Required
- Client Name
  Required
- Company Name
- Project Description
- Project Notes
- Website
- Phone Number
- Job Title
Action
Write
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Scheduled
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
Trigger
Instant
Try It
- Account
  Required
- Amount
  Required
- Date
- Invoice ID
  Required
- Payment Type
- Note
Action
Write
- Account ID
  Required
- Item ID
  Required
- Amount
  Required
- Currency
  Required
- Tax Amount
- Tax Name
- Send Admin Receipt?
  Required
- Note
- Is Active?
- Terms and Conditions
Action
Write
- Account
  Required
- Client ID
  Required
- Credit Type
- Credit Number
- Currency Code
  Required
- Date of Issue
- Notes
- Terms
- Language
  Required
- Description
- Project Description
- Quantity
  Required
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
Action
Write
- Account
  Required
- Amount
  Required
- Category
  Required
- Client ID
  Required
- Date
- Notes
- Staff Member
  Required
- Tax1 Amount
- Tax Amount 1
- Tax Name 1
- Tax2 Amount
- Tax Name 2
- Tax Amount 2
- Compounded Tax
- Currency
  Required
- Vendor
  Required
- Duplicate Estimate?
- Account Name
- Transaction Id
- Invoice Id
- Status
  Required
- Bank Name
- External System ID
- Has Receipt?
- Background Job ID?
- External Invoice ID
- Markup Percent
- Project
- Profile ID
- Visibility State
- Account System ID
Action
Write
- Account
  Required
- Invoice
  Required
Action
Write
- Account
  Required
- Project Name
  Required
- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
Action
Write
- Account
  Required
- Project
- Task
- Started At
  Required
- Created At
- Duration
  Required
- Is Logged
  Required
- Internal?
- Client ID
- Billed?
- Billable
- Active
- Pending Client
- Pending Project
- Pending Task
- Note
Action
Write
- Account
  Required
- Checkout Link ID
  Required
Action
Write
- Account
  Required
- Email Body
  Required
- Email Subject
  Required
- Invoice ID
  Required
Action
Write
- Account ID
  Required
- Checkout Link ID
  Required
- Item ID
  Required
- Amount
  Required
- Currency
  Required
- Note
- Is Active?
- Send Admin Receipt?
  Required
- Tax Amount
- Tax Name
- Item Name
  Required
- Terms and Conditions
Action
Write
- Account
  Required
- Client ID
  Required
- Credit Note ID
  Required
- Credit Number
- Currency Code
  Required
- Date of Issue
- Notes
- Terms
- Language
  Required
- Description
- Project Description
- Quantity
  Required
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
Action
Write
- Account
  Required
- Client
  Required
- Create if Client Does Not Exsist
  Required
- Append Line Items on Update
  Required
- Currency Code
  Required
- Date
- Days Due From Issue
- Invoice Number
- Language
  Required
- Estimate
- Active Payment Gateway
- Project Description
- Description
- Quantity
  Required
- Tax Name 1
- Tax Amount 1
- Rate
  Required
- Notes
- PO Number
- Terms
- Discount Value
- Discount Description
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Write
- Account
  Required
- Vendor
  Required
- Vendor Name
  Required
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency Code
  Required
- Language
  Required
- Is 099
Action
Write
- Account
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Vendor
  Required
- Currency Code
  Required
- Date
- Days Due From Issue
- Bill Number
- Language
  Required
- Project Description
- Quantity
  Required
- Tax Name
- Tax Percent
- Rate
  Required
- Expense Category
  Required
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Client Email
  Required
- First Name
- Home Phone
- Language
  Required
- Last Name
- Note
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency Code
  Required
- Quantity
- Amount
  Required
- Description
- Credit_note_create_date
- Credit_note_credit_type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Late Fee Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Client
  Required
- Currency Code
  Required
- Date
- Days Due From Issue
- Project Description
- Description
- Quantity
  Required
- Tax Name 1
- Tax Amount 1
- Rate
  Required
- Active Payment Gateway
- Notes
- Invoice Paid?
- Terms
- Discount Value
- Discount Description
- Invoice Number
- PO Number
- Language
  Required
Action
Search or write
- Account
  Required
- Search Field
  Required
- Search Value
  Required
- Vendor Name
  Required
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone
- Website
- Currency Code
  Required
- Language
  Required
- Is 1099 Contractor
Action
Search or write

Learn how to automate Bonsai on the Zapier blog

Learn how to automate FreshBooks on the Zapier blog

About Bonsai

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

Related categories

Project Management

Similar apps

Zapier Interfaces

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

About FreshBooks

FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.

Related categories

Accounting

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