Connect Bonsai to Agiled and automate any workflow

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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

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Bonsai with Agiled - 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 Agiled

An action is what takes place after the automation is triggered. For example, with Agiled, the action could be "Add Employee."

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

That’s it! You just connected Bonsai to Agiled

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.

Connect Bonsai and Agiled 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.

Connect Bonsai and Agiled to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

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).
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
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
Contract Created
Triggers when a contract is created inside app or through API call.
Trigger
Instant
Try It

Estimate Created
Triggers when an estimate is created inside app or through API call.
Trigger
Instant
Try It
Get Contract Types
Triggers when list of contract types required.
Trigger
Scheduled
Try It

Get Departments
Triggers when departments list required.
Trigger
Scheduled
Try It
Get Expenses
Triggers when list of expenses needed.
Trigger
Scheduled
Try It
Get Tasks
Triggers when tasks list needed.
Trigger
Scheduled
Try It
Get Ticket Agents
Triggers when list of ticket agents required.
Trigger
Scheduled
Try It
Invoice Created
Triggers when an invoice is created inside app or through API call.
Trigger
Instant
Try It
New CRM Source
Triggers when a new crm source is created.
Trigger
Scheduled
Try It
New CRM Status
Triggers when a new crm status is created.
Trigger
Scheduled
Try It
Product Created
Triggers when a product is created inside app or through API call.
Trigger
Instant
Try It
Task Created
Triggers when a task is created inside app or through API call.
Trigger
Instant
Try It
- Employee Id
  Required
- Name
  Required
- Client Email
  Required
- Password
  Required
- Slack Username
- Hourly Rate
- Joining Date
  Required
- Department Id
  Required
- Designation Id
  Required
- Gender
  Required
- Login
  Required
Action
Write
- Project Name
  Required
- Start Date
  Required
- Deadline
- Notes
- Client Id
- Status
- Project Summary
- Client View Task
- Allow Client Notification
- Manual Timelog
- Project Budget
- Currency Id
  Required
- Hours Allocated
Action
Write
- Subject
  Required
- Amount
  Required
- Contract Type Id
  Required
- Start Date
  Required
- End Date
  Required
- Project Description
- Client Id
Action
Write
- Item Name
  Required
- Purchase Date
  Required
- Currency Id
  Required
- Member/User Id
  Required
- Purchase From
- Price
  Required
- Project Id
Action
Write
- Start Date
  Required
- Due Date
  Required
- Priority
  Required
- Project Description
- Member/User Id
  Required
- Project Id
- Task Category Id
- Dependent Task Id
- Heading/Title
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
- First Name
  Required
- Last Name
- Client Email
  Required
- Phone
- Job Title
- Twitter
- Linkedin
- Skype
- Note
- Tags
- Account Id
- Owner
- CRM Source
- CRM Status
- CRM Stage
- Next Follow Up
- Last Contacted
- Type
- City
- State
- Postal Code
- Address Line 1
- Address Line 2
- Country
- Role
  Required
Action
Write
- Employee Id
  Required
- Name
  Required
- Client Email
  Required
- Password
  Required
- Slack Username
- Hourly Rate
- Joining Date
  Required
- Department Id
  Required
- Designation Id
  Required
- Gender
  Required
- Login
  Required
- Id
  Required
Action
Write
- Item Name
  Required
- Purchase Date
  Required
- Currency Id
  Required
- Member/User Id
  Required
- Status
- Purchase From
- Price
  Required
- Id
  Required
- Project Id
Action
Write
- Name
  Required
- Price
  Required
- Project Description
- Id
  Required
- Allow Purchase
Action
Write
- Heading/Title
  Required
- Project Description
- Start Date
  Required
- Due Date
  Required
- Member/User Id
  Required
- Priority
  Required
- Task Category Id
- Dependent Task Id
- Project Id
- Status
- Id
  Required
Action
Write

Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
Try It
Invoice Viewed
Triggers when an invoice is viewed by the client.
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
Employee Created
Triggers when an employee is created inside app or through API call.
Trigger
Instant
Try It
Get Contacts
Triggers when list of contacts needed.
Trigger
Scheduled
Try It
Get Currencies
Triggers when new currency is created.
Trigger
Scheduled
Try It
Get Designations
Triggers when designations list required.
Trigger
Scheduled
Try It
Get Projects
Triggers when projects list required.
Trigger
Scheduled
Try It
Get Task Categories
Triggers when task categories list required.
Trigger
Scheduled
Try It
Get Users
Triggers when users list required.
Trigger
Scheduled
Try It
New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
New CRM Stage
Triggers when a new crm stage is created.
Trigger
Scheduled
Try It
New Sales Agent
Triggers when a new sales agent is created.
Trigger
Scheduled
Try It
Project Created
Triggers when a project is created inside app or through API call.
Trigger
Instant
Try It
Ticket Created
Triggers when a ticket is created inside app or through API call.
Trigger
Instant
Try It
- Project Id
- Client Id
- Invoice Number
  Required
- Issue Date
  Required
- Due Date
  Required
- Sub Total
  Required
- Discount
- Discount Type
- Total
  Required
- Currency Id
  Required
- Status
- Recurring Payment
  Required
- Billing Cycle
- Billing Interval
- Billing Frequency
- Note
- Estimate Id
- Item Name
  Required
- Item Summary
  Required
- Unit Price
  Required
- Quantity
  Required
- Amount
  Required
- Taxes
  Required
Action
Write
- First Name
  Required
- Last Name
- Client Email
  Required
- Phone
- Job Title
- Facebook
- Twitter
- Linkedin
- Skype
- Note
- Tags
- Account Id
- Owner
- CRM Source
- CRM Status
- CRM Stage
- Next Follow Up
- Last Contacted
- Type
- City
- State
- Postal Code
- Address Line 1
- Address Line 2
- Country
- Role
  Required
Action
Write
- Client Id
- Estimate Number
  Required
- Valid Till
  Required
- Sub Total
  Required
- Total
  Required
- Currency Id
  Required
- Note
- Discount
- Discount Type
- Item Name
  Required
- Item Summary
  Required
- Unit Price
  Required
- Quantity
  Required
- Amount
  Required
- Taxes
  Required
Action
Write
- Name
  Required
- Price
  Required
- Project Description
- Allow Purchase
Action
Write
- Member/User Id
  Required
- Subject
  Required
- Status
- Priority
  Required
- Agent Id
- Project Description
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Subject
  Required
- Amount
  Required
- Contract Type Id
  Required
- Start Date
  Required
- End Date
  Required
- Project Description
- Contract Detail
- Id
  Required
- Client Id
Action
Write
- Client Id
- Estimate Number
  Required
- Valid Till
  Required
- Sub Total
  Required
- Total
  Required
- Currency Id
  Required
- Status
- Note
- Discount
- Discount Type
- Item Name
  Required
- Item Summary
  Required
- Unit Price
  Required
- Quantity
  Required
- Amount
  Required
- Taxes
  Required
- Id
  Required
Action
Write
- Project Id
- Client Id
- Issue Date
  Required
- Due Date
  Required
- Sub Total
  Required
- Discount
- Discount Type
- Total
  Required
- Currency Id
  Required
- Status
- Recurring Payment
  Required
- Billing Cycle
- Billing Interval
- Billing Frequency
- Note
- Estimate Id
- Id
  Required
- Item Name
  Required
- Item Summary
  Required
- Unit Price
  Required
- Quantity
  Required
- Amount
  Required
- Taxes
  Required
Action
Write
- Project Name
  Required
- Start Date
  Required
- Deadline
- Notes
- Client Id
- Status
- Id
  Required
- Project Summary
- Client View Task
- Allow Client Notification
- Manual Timelog
- Project Budget
- Currency Id
  Required
- Hours Allocated
Action
Write
- Subject
  Required
- Status
- Priority
  Required
- Id
  Required
- Agent Id
- Member/User Id
  Required
Action
Write

About Bonsai

Bonsai is the only tool you need to run your business. Manage your clients, deliver great work, get paid, and track your finances.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

About Agiled

Agiled is an all in one business management platform designed to help you manage employees, projects , tasks, track your time, create professional contracts, track expenses and send professional invoices that get you paid faster.

Help

Related categories

Project Management

Zapier Automation Platform

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By use case

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Get help

Developer resources

Connect Bonsai to Agiled and automate any workflow

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Select a trigger from Bonsai

Setup an action from Agiled

That’s it! You just connected Bonsai to Agiled

Connect Bonsai and Agiled to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect Bonsai and Agiled to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier

PRODUCTS

CAPABILITIES

By team

By app

By use case

Connect @media (min-width: 1024px){.css-1vk2mvk{display:inline-block;}}Bonsai to Agiled and automate any workflow

How Zapier works

Select a trigger from Bonsai

Setup an action from Agiled

That’s it! You just connected Bonsai to Agiled

Connect Bonsai and Agiled to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect Bonsai and Agiled to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier

Connect Bonsai to Agiled and automate any workflow