Bonsai + Google Sheets

Create clients in Bonsai from new or updated rows in Google Sheets

Stay organized and timely with client management by linking Google Sheets to Bonsai. With this workflow, each new or updated row in your Google Sheets spreadsheet immediately generates a new client in Bonsai. Whether you're pooling client data from various sources or manually maintaining a list, this seamless integration ensures your client information in Bonsai is always up-to-date.

When this happens...
New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
TriggerInstant
automatically do this!
Create Client
Creates a client lead on Bonsai
ActionWrite

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Supported triggers and actions

- Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Polling
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- Drive
Trigger
Polling
Try It
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column NameRequired
- Index
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- Spreadsheet Containing the Worksheet to CopyRequired
- Worksheet to CopyRequired
- Copy Worksheet Destination
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
- Overwrite existing worksheet with the same title
- Headers
Action
Write
- Info
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row(s)Required
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
Action
Search or write
Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Event Scheduled
Triggers when a new event is booked via Scheduling
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by the client.
Trigger
Instant
Try It
- Project NameRequired
- CurrencyRequired
- Client EmailRequired
- Client Name
- Company Name
- Project Description
- Project Notes
- Client Website
- Client Phone Number
- Client Job Title
Action
Write
- Project IDRequired
- Task Template NameRequired
- Task List Name
Action
Write

- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Trigger
Polling
Try It
- Drive
- SpreadsheetRequired
Trigger
Polling
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Use Timezone set up on the spreadsheet to format date values?
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- TitleRequired
- Spreadsheet to Copy
- Headers
Action
Write
- Info
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row(s)Required
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- ColumnsRequired
- Row countRequired
- Output format
- First row
Action
Search
- Drive
- SpreadsheetRequired
- TitleRequired
- Overwrite existing worksheet with the same title
- Headers
Action
Search or write
Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Trigger
Instant
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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 NameRequired
- Client EmailRequired
- Company Name
- Website
- Phone Number
- Job Title
- Notes
Action
Write
- Task TitleRequired
- Task 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

About Bonsai

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

Learn more

Related categories

Project Management

Similar apps

Zapier Interfaces

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

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Learn more

Bonsai + Google Sheets

Create clients in Bonsai from new or updated rows in Google Sheets

Supported triggers and actions

New Spreadsheet Row (Team Drive)

New Spreadsheet

New or Updated Spreadsheet Row

Create Spreadsheet Column

Create Multiple Spreadsheet Rows

Copy Worksheet

Create Worksheet

Delete Spreadsheet Row(s)

Update Spreadsheet Row

API Request (Beta)

Find Worksheet

Lookup Spreadsheet Row

Find or Create Row

Contract Viewed

Invoice Paid

Event Scheduled

Proposal Viewed

Create Project

Create Tasks From Template

New Spreadsheet Row

New or Updated Spreadsheet Row (Team Drive)

New Worksheet

Create Spreadsheet Row

Create Spreadsheet Row at Top

Create Spreadsheet

Clear Spreadsheet Row(s)

Format Spreadsheet Row

Update Spreadsheet Row(s)

Lookup Spreadsheet Rows (Advanced)

Get Many Spreadsheet Rows (Advanced)

Find or Create Worksheet

Contract Signed

Form Submitted

Invoice Viewed

Proposal Accepted

Create Client

Create Task

About Bonsai

Related categories

Similar apps

Zapier Interfaces

About Google Sheets

Related categories

Similar apps

Zapier Tables

Zoho Creator

Smartsheet

Related Zap Templates

Related Zap Templates