Bonsai

Bonsai Help & Support

What Bonsai Triggers and Actions are Supported

Supported Triggers#

  • Invoice Viewed - Triggers when an invoice is viewed by the client.
  • Proposal Viewed - Triggers when a proposal is viewed by the client.
  • Contract Signed - Triggers when a contract is signed by your contact (client or contractor).
  • Invoice Paid - Triggers when an invoice is paid.
  • Proposal Accepted - Triggers when a proposal is accepted by the client.
  • Contract Viewed - Triggers when a contract is viewed. ## Supported Searches
  • None yet! ## Supported Actions
  • None yet!
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How to Get Started with Bonsai on Zapier

When you start creating a Bonsai Zap, you will be asked to connect your Bonsai account.

Connect your Bonsai account

Next, you'll be asked to enter your Bonsai API key.

Enter your Bonsai API key

To locate your API Key in your Bonsai account, please follow these steps:

  • Log into Bonsai
  • Visit your integration settings page
  • Under the Zapier integration, click "Generate New API Key". Click to Generate New API Key
  • Copy your new API key. Bonsai API Key
  • Paste your key back into your Zapier account and then “Continue.”

If all steps were successful your Bonsai account will now be successfully connected.

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Common Problems with Bonsai on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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Need More Help? - Our support team is happy to help -- send us a message

Bonsai is a platform to help freelancers build, send, and manage their proposals, contracts, and invoices.

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