Connect Bonsai to Insightly and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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Choose a Trigger
Start here
Start here
Choose an Action
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).
Try It - Invoice Paid
Triggers when an invoice is paid.
Try It - Proposal Accepted
Triggers when a proposal is accepted by the client.
Try It - Client NameRequired
- Client EmailRequired
- Company Name
- Website
- Phone Number
- Job Title
- Notes
- Contract Viewed
Triggers when a contract is viewed.
Try It - Invoice Viewed
Triggers when an invoice is viewed by the client.
Try It - Proposal Viewed
Triggers when a proposal is viewed by the client.
Try It - Project NameRequired
- CurrencyRequired
- Client EmailRequired
- Client NameRequired
- Company Name
- Project Description
- Project Notes
- Website
- Phone Number
- Job Title
Related categories
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
Related categories