Bonsai Integrations & Connections | Connect and Automate
Discover powerful Bonsai integrations to automate your work and streamline processes. Connect with popular tools to build automated workflows, sync data, and boost your team's productivity.
Streamline your contracts workflow with this automation. When a contract is viewed in Bonsai, a new database item is created in Notion instantly. This way, you can stay on top of all contract activities and make Notion your single source of truth for all contract-related information, enhancing your organizational process.
Efficiently track your financial transactions with this smooth workflow. When a payment status is updated to 'Paid' within Bonsai, a corresponding status update gets triggered in your monday.com account, enabling real-time and accurate record keeping. This seamless coordination saves you the hassle of switching between apps, allowing you to focus on your core tasks.
Easily schedule meetings in Google Meet whenever a proposal is accepted in Bonsai with this seamless workflow. As soon as a client approves your proposal, a meeting will be created in Google Meet, ensuring you never miss an opportunity to discuss project details and expectations. Save time and stay organized by automating your meeting scheduling process.
Stay on top of your new business relationships with this streamlined process. When a contract is signed in Bonsai, this workflow will instantly create a new company in Hubspot. It makes sure your contact data is organized and consistent across platforms, relieving you of manual data entry and enabling you to focus on building relationships with your clients.
Ensure a smooth process after gaining a new client with this Bonsai and Xero workflow. As soon as a proposal is accepted in Bonsai, it instantly creates or updates a contact in the Xero app. This helps maintain your contact list's accuracy and cuts down manual data entry tasks, allowing you to focus more on your new business relationship.
When you receive new form submissions on your Wix website, wouldn't it be helpful if they could instantly become new clients in your Bonsai account? With this efficient automation, every new form submission in Wix is transformed into a new client creation in Bonsai. Keep track of your leads easily and never miss out on potential clients.
Streamline your project management with this efficient workflow. When a form submission occurs in Webflow, a new project is instantly created in Bonsai. This quick and easy process saves you time and keeps your projects in sync with your incoming form data, helping you stay organized and on top of your tasks.
Simplify your payment process with this handy workflow. When a new payment occurs in Stripe, it prompts Bonsai to create a new client instantly. This seamless workflow not only saves time but enhances accuracy in your financial operations. Perfect for businesses aiming to streamline their billing management.
Streamline your workflow between Bonsai and Toggl Track with this seamless integration. Once a proposal gets accepted in Bonsai, a new client is instantly created in Toggl Track. Save time, eliminate redundancies, and keep your client database consistently updated. It's the perfect solution for freelancers and agencies looking to enhance their productivity.
Streamline your contract signing process with this Bonsai to Sage Intacct workflow. When a contract is signed in Bonsai, a corresponding contact is immediately created in Sage Intacct. This not only simplifies client management but also ensures your contract and contact information remain updated across both platforms.
Streamline your workflow between Bonsai and QuickBooks Online with this smart feature. As soon as a proposal is viewed in Bonsai, a new customer is instantly created in your QuickBooks Online account. This efficient process keeps your customer database updated while freeing up your time for other crucial tasks.
When a new subscriber is added to a group inside the MailerLite app, this automation instantaneously creates a new client in the Bonsai app. This seamless workflow saves you time on manual client entry and ensures your Bonsai app always stays up-to-date with your latest subscribers in MailerLite. Streamline client management by linking your MailerLite and Bonsai operations.
Effortlessly keep track of accepted proposals with this Bonsai to Google Calendar automation. Whenever a proposal is accepted in Bonsai, an event will be created in your Google Calendar, ensuring you're always up-to-date on your project milestones. Stay organized and never miss a beat with this seamless workflow.
Streamline your project management by letting this workflow do the heavy lifting for you. When a proposal gets accepted in Bonsai, a related task is instantly created in Google Tasks. Save time on manual data entry and focus more on completing tasks, enhancing your productivity and efficiency.
Make the process of organizing your business documents seamless with this integration. When a proposal is accepted in Bonsai, a corresponding folder is created in Google Drive. This workflow is ideal for keeping your projects organized and ensuring essential information is easy to locate. It simplifies document management and boosts productivity by eliminating the need for manual data entry.
Stay organized and efficient with this Google Contacts to Bonsai workflow. When you add or update a contact in Google Contacts, it will create a new client in Bonsai. This means you can easily keep your client details up-to-date across both platforms without any manual work, providing a seamless management system and saving you precious time.
Seamlessly share your success with the team with this Bonsai to Discord automation. When a contract gets signed in Bonsai, this workflow will swiftly share a channel message in Discord. It's a straightforward way to keep everyone in the loop about signed contracts and ensures real-time updates in your Discord channel.
Manage your contractual obligations effortlessly with this streamlined workflow. As soon as a contract is signed in the Bonsai app, a corresponding folder will be created in your Dropbox account. This process ensures that all your important documents are organized and stored at one location, saving you valuable time and maintaining efficiency. Increase productivity with this seamless integration between Bonsai and Dropbox.
Streamline your project management practice with this unique workflow. As you update or add a new record in Airtable, an associated project in Bonsai is instantly formed. This process ensures a smooth transfer of data, aligning your project list with your Airtable records. Experience a seamless operation for a more effective project management.
Manage your client engagement efficiently with this automation between Bonsai and ActiveCampaign. Whenever a proposal is viewed in Bonsai, it instantly creates or updates a contact in ActiveCampaign. With this workflow, maintain up-to-date records of your leads and save time on manual data entry.
Save time and streamline your workflow with this automation. When a new entry is made in Typeform, it immediately creates a new client in Bonsai. This seamless workflow saves you the hassle of manual data entry and allows you to focus more on your business. Use this automation to create a seamless transition from lead capture to client management.
Streamline your workflow with this automation that activates when a proposal is accepted in Bonsai. It swiftly creates a new task within Akiflow, allowing you to promptly start working on your project and enhance your productivity. Now, you can rest assured your accepted proposals are swiftly translated into actionable tasks without the need for manual intervention.
When a proposal is accepted in Bonsai, this workflow instantly creates a related task in Todoist. It's a practical way to stay on top of your project management by ensuring that every accepted proposal is swiftly followed by a task in your to-do list. This automation helps you maintain organization and momentum, showing the immediate value of your Bonsai proposals.
Keep your Trello organized and efficient with this automation. As soon as a contract gets signed in Bonsai, this workflow will add a corresponding attachment to a Trello card. This streamlines your process, saving you the time and effort of manual updates, and keeps all important contract details immediately accessible in your Trello board.
Start your projects in Asana quickly as soon as agreements are sealed in Bonsai. With this automation, each time a contract is signed in Bonsai, a new project gets created in Asana from a predefined template. This streamlines your workflow, eliminating manual project setup and lets you focus on more pressing tasks. It's an easy and efficient way to manage your project portfolio.
Improve your client management process with this efficient workflow. When a new invitee is added in Calendly, a corresponding client profile is instantly created in Bonsai. This seamless process saves time, cuts repetitious tasks, and ensures a smooth introduction for new clients as all their information will be at your fingertips in Bonsai. Try this automation today to focus more on personal interaction and less on data entry.
Streamline your project management process with this quick and efficient workflow. When a proposal is accepted on Bonsai, a task comment gets instantly posted in ClickUp. This automation not only enhances your project communication but also keeps all team members informed in real-time. Say goodbye to manual updates and embrace a more productive way of working.
Rather than manually exporting a CSV from Bonsai to give to your accountant, automatically fill a spreadsheet with the relevant data every time an invoice is paid. That way, your books are maintained with no extra effort on your part.
Stay on top of your finances with an efficient workflow that sends a message in Slack whenever an invoice is paid in Bonsai. This automation helps you keep your team updated about financial matters without the need for manual updates or check-ins. No more chasing down details - now, you'll get the information right where your team communicates most.
Stay on top of your finances with instant updates from Bonsai to Slack. When a customer views an invoice in Bonsai, this workflow will immediately send a channel message in Slack. This ensures every team member is up to speed with payment status and helps in streamlining communication around invoicing and payments. Enhance your workflow and boost productivity with real-time updates.
Stay updated on your proposals' progress easily with this neat workflow. When a proposal is viewed in Bonsai, a private channel message will be sent on Slack, keeping your team informed instantaneously. This automation makes your proposal tracking process efficient and ensures that everyone on the team is in the loop.
Boost your team's efficiency with this Bonsai and Slack integration. When a contract is viewed in Bonsai, a channel message will immediately be sent in Slack. This automatic workflow ensures your team stays promptly informed, and improves collaboration across platforms.
Easily stay informed about accepted proposals in Bonsai with this seamless workflow. When a proposal is accepted in the Bonsai app, this automation will instantly send a channel message in Slack, ensuring your team is always in the loop. Streamline your communication and enhance collaboration with this efficient integration.
Stay updated on your team's progress with this automation that sends a Slack channel message when a contract is signed in Bonsai. Ensure everyone is informed in real-time, fostering collaboration and maintaining transparency. No more manual updates needed—keep your team in the loop with ease.
Stay on top of your finances with this Bonsai and Slack integration. When an invoice is paid in Bonsai, this workflow notifies your team by sending a channel message directly in Slack. It keeps everyone updated, ensuring you don't miss any important financial updates.
Staying up-to-date with your leads activity is key to closing more deals. Knowing when a lead consults a proposal and sharing it with your team through Slack can come handy in helping you and your team reach out at the right time. This Zapier integration helps you do just that.
Celebrate your team's progress immediately! When a contract gets signed in Bonsai, this workflow lets your team know instantly by sending a private channel message in Slack. It clarifies communication and keeps everyone on the same page. Turn tedious task updates into a smooth process without having to switch platforms.
Engage potential clients more effectively with this workflow. Whenever a proposal is viewed in Bonsai, it instantly adds or updates that contact into your Mailchimp subscribers list. This streamlines your process, ensuring that relevant updates and pitches reach those interested in your services promptly. With this automation in place, you can focus more on crafting compelling proposals and grow your subscriber base effectively.
Make sure your newest client is on your mailing list, but don't waste time copy and pasting their email from one place to another. Use this Zapier integration to do the busy work for you. After you set it up, every time a Bonsai contract is signed, Zapier will subscribe them to a designated Mailchimp list. This way your can onboard them as soon as they accept a project with you.
Streamline your workflow with this efficient setup. When a proposal is accepted in Bonsai, an email will be instantly sent via Gmail. This automation saves time, allowing for immediate notification and response to approved proposals. Keep your communications timely and your projects advancing swiftly without additional manual effort.
When an invoice is paid in the Bonsai app, this workflow ensures you stay updated by sending an email through your Gmail immediately. Ideal for businesses and freelancers, it helps you keep track of your payments without the need for manual checks. Improve communication, increase productivity, and streamline your payment process with this time-saving process.
When a contract gets signed in Bonsai, keep everyone in the loop promptly by sending an email through Gmail. This efficient workflow ensures all relevant parties will be informed as soon as an agreement is finalized, keeping your communication efficient and timely. You can now save time, avoid the risk of delays, and focus on what really matters - delivering on that contract.
