Do More With Bonsai
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
- A client signs one of your contract on Bonsai
- Zapier sends an SMS notification to your preferred phone number
- 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
- An invoice is paid on Bonsai
- A row is added in a Google Sheet with details related to the paid invoice
- 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
- A proposal is viewed on Bonsai
- A notification is shared to a Slack channel
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
- A contract is signed by your client
- The client email is added to 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
- A contract is signed on Bonsai
- A contact is added to a MailChimp list
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Launched on Zapier May 6, 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:
Triggers when a contract is signed by your contact (client or contractor).
Triggers when an invoice is paid.
Triggers when an invoice is viewed by the client.
Triggers when a proposal is viewed by the client.
Triggers when a proposal is accepted by the client.
Triggers when a contract is viewed.