Bonsai Integrations

Name: Zapier
Availability: InStock

Do more with Bonsai integrations

Zapier lets you connect Bonsai with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Continue with Google

No credit card required
Free forever for core features
14-day trial for premium features and apps

Or pick an app to pair with

Google Drive

File Management & Storage, Google

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

FreshBooks

Accounting

Slack

Team Chat

Notion

Task Management

Gmail

Email, Google

Facebook Lead Ads

Ads & Conversion, Facebook

ClickUp

Project Management

Google Drive

File Management & Storage, Google

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

FreshBooks

Accounting

Slack

Team Chat

Notion

Task Management

Google Drive

File Management & Storage, Google

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

FreshBooks

Accounting

Slack

Team Chat

Notion

Task Management

Gmail

Email, Google

Facebook Lead Ads

Ads & Conversion, Facebook

ClickUp

Project Management

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Bonsai integrations with Zapier's templates

Log new paid Bonsai invoices in a Google Sheet
Details
Try it
Bonsai + Google Sheets
Create folders in Google Drive for newly signed contracts in Bonsai
Details
Try it
Bonsai + Google Drive
Create tasks in ClickUp when new proposals are accepted in Bonsai
Details
Try it
Bonsai + ClickUp
Subscribe new Bonsai clients to a Mailchimp list
Details
Try it
Bonsai + Mailchimp
Send Slack channel messages for newly paid Bonsai invoices
Details
Try it
Bonsai + Slack
Send channel messages in Slack whenever new invoices are viewed in Bonsai
Details
Try it
Bonsai + Slack

Log new paid Bonsai invoices in a Google Sheet

Details

Try it

Bonsai + Google Sheets

Create folders in Google Drive for newly signed contracts in Bonsai

Details

Try it

Bonsai + Google Drive

Create tasks in ClickUp when new proposals are accepted in Bonsai

Details

Try it

Bonsai + ClickUp

Subscribe new Bonsai clients to a Mailchimp list

Details

Try it

Bonsai + Mailchimp

Send Slack channel messages for newly paid Bonsai invoices

Details

Try it

Bonsai + Slack

Send channel messages in Slack whenever new invoices are viewed in Bonsai

Details

Try it

Bonsai + Slack

"send private channel messages in Slack when new contracts are signed in Bonsai"

Details

Try it

Bonsai + Slack

Create new lists in ClickUp when proposals are accepted in Bonsai

Details

Try it

Bonsai + ClickUp

Create new lists in ClickUp when contracts are signed in Bonsai

Details

Try it

Bonsai + ClickUp

Create Bonsai clients from new Squarespace Forms form submissions

Details

Try it

Squarespace Forms + Bonsai

Create new Bonsai clients from new Jotform submissions

Details

Try it

Jotform + Bonsai

Get SMS alerts when new contracts are signed in Bonsai

Details

Try it

Bonsai + SMS by Zapier

"send private channel messages in Slack when new contracts are signed in Bonsai"
Details
Try it
Bonsai + Slack
Create new lists in ClickUp when proposals are accepted in Bonsai
Details
Try it
Bonsai + ClickUp
Create new lists in ClickUp when contracts are signed in Bonsai
Details
Try it
Bonsai + ClickUp
Create Bonsai clients from new Squarespace Forms form submissions
Details
Try it
Squarespace Forms + Bonsai
Create new Bonsai clients from new Jotform submissions
Details
Try it
Jotform + Bonsai
Get SMS alerts when new contracts are signed in Bonsai
Details
Try it
Bonsai + SMS by 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.

triggers, actions, or triggers and actions

Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Trigger
Instant
Try It
Deal Updated
Triggers when a deal is updated in Bonsai.
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
- Client Name
  Required
- Client Email
  Required
- Company Name
- Website
- Phone Number
- Job Title
- Notes
Action
Write
- Deal Title
  Required
- Currency
  Required
- Client Email
  Required
- Client Name
  Required
- Company Name
- Project Description
- Project Notes
- Website
- Phone Number
- Job Title
Action
Write
- Project ID
- Task Template Name
  Required
- Task List Name
Action
Write

Contract Viewed
Triggers when a contract is viewed.
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
Task Updated
Triggers when a task is updated in Bonsai.
Trigger
Instant
Try It
- Deal Title
  Required
- Client Email
  Required
- Pipeline Stage
- Value
- Owner Email
Action
Write
- Deal Title
  Required
- Project Description
- Project ID
- Creator Email
- Assignee Email
- Status
- Task List Name
- Priority
- Start Date
- Due Date
- Estimate in minutes
- Billing
- Service Name
- Tags
- Repeats Frequency
- Repeats frequency Weekly Day
- Repeats frequency Monthly Day
Action
Write

Bonsai Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Bonsai

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

Learn moreLearn moreHelpHelp

Related categories

Project Management

Similar apps

Zapier Interfaces

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

Bonsai Integrations

Do more with Bonsai integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Bonsai integrations with Zapier's templates

Log new paid Bonsai invoices in a Google Sheet

Create folders in Google Drive for newly signed contracts in Bonsai

Create tasks in ClickUp when new proposals are accepted in Bonsai

Subscribe new Bonsai clients to a Mailchimp list

Send Slack channel messages for newly paid Bonsai invoices

Send channel messages in Slack whenever new invoices are viewed in Bonsai

Log new paid Bonsai invoices in a Google Sheet

Create folders in Google Drive for newly signed contracts in Bonsai

Create tasks in ClickUp when new proposals are accepted in Bonsai

Subscribe new Bonsai clients to a Mailchimp list

Send Slack channel messages for newly paid Bonsai invoices

Send channel messages in Slack whenever new invoices are viewed in Bonsai

"send private channel messages in Slack when new contracts are signed in Bonsai"

Create new lists in ClickUp when proposals are accepted in Bonsai

Create new lists in ClickUp when contracts are signed in Bonsai

Create Bonsai clients from new Squarespace Forms form submissions

Create new Bonsai clients from new Jotform submissions

Get SMS alerts when new contracts are signed in Bonsai

"send private channel messages in Slack when new contracts are signed in Bonsai"

Create new lists in ClickUp when proposals are accepted in Bonsai

Create new lists in ClickUp when contracts are signed in Bonsai

Create Bonsai clients from new Squarespace Forms form submissions

Create new Bonsai clients from new Jotform submissions

Get SMS alerts when new contracts are signed in Bonsai

Supported triggers and actions

Bonsai Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Bonsai Integrations

Popular Bonsai Integrations