Bonsai Integrations

  • Get SMS alerts when new contracts are signed in Bonsai

    When you're on the go and don't have necessarily access to your email, receiving SMS notifications can prove handy to stay up-to-date with your business. Use this handy integration so that when a client signs a contract, you'll get an alert straight to your phone.

    How this Bonsai-SMS by Zapier integration works

    1. A client signs one of your contract on Bonsai
    2. Zapier sends an SMS notification to your preferred phone number

    Apps involved

    • Bonsai
    • SMS by Zapier
  • Log new paid Bonsai invoices in a Google Sheet

    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.

    How this Bonsai-Google Sheets integration works

    1. An invoice is paid on Bonsai
    2. A row is added in a Google Sheet with details related to the paid invoice

    Apps involved

    • Bonsai
    • Google Sheet
  • Send Bonsai proposal view notifications to a Slack channel

    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.

    How this Bonsai-Slack integration works

    1. A proposal is viewed on Bonsai
    2. A notification is shared to a Slack channel

    Apps involved

    • Bonsai
    • Slack
  • Add new Bonsai clients to a ConvertKit sequence

    This integration helps you automate your client communications by automatically adding the email of new clients who sign a contract to a ConvertKit sequence. This way, you can onboard them as soon as they accept a project with you.

    How this Bonsai-ConvertKit integration works

    1. A contract is signed by your client
    2. The client email is added to ConvertKit

    Apps involved

    • Bonsai
    • ConvertKit
  • Subscribe new Bonsai clients to a MailChimp list

    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.

    How this Bonsai-MailChimp integration works

    1. A contract is signed on Bonsai
    2. A contact is added to a MailChimp list

    Apps involved

    • Bonsai
    • MailChimp
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Bonsai Integration Details

Launched on Zapier May 7, 2016

Zapier combines Triggers (like "Contract Signed") and Actions (like "Create Campaign") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Bonsai Triggers, Searches, and Actions are supported by Zapier:

Contract Signed

Triggers when a contract is signed by your contact (client or contractor).

Invoice Paid

Triggers when an invoice is paid.

Invoice Viewed

Triggers when an invoice is viewed by the client.

Proposal Viewed

Triggers when a proposal is viewed by the client.

Proposal Accepted

Triggers when a proposal is accepted by the client.

Contract Viewed

Triggers when a contract is viewed.

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