Bonsai + ConvertKit
Add new Bonsai proposal viewers to ConvertKit form subscribers automatically
Connect Bonsai and ConvertKit seamlessly with this workflow. When someone views your proposal in Bonsai, it instantly adds them as a subscriber in ConvertKit. This system is ideal for stay updated and engaging with your potential clients promptly without the need for manual data entry. Turn your proposal viewers into potential leads through a simple, efficient process.
Connect Bonsai and ConvertKit seamlessly with this workflow. When someone views your proposal in Bonsai, it instantly adds them as a subscriber in ConvertKit. This system is ideal for stay updated and engaging with your potential clients promptly without the need for manual data entry. Turn your proposal viewers into potential leads through a simple, efficient process.
- When this happens...Proposal Viewed
Triggers when a proposal is viewed by the client.
- automatically do this!Add Subscriber to Form
Subscribe someone to a specific form.
- Free forever for core features
- 14 day trial for premium features & apps
Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Try ItInvoice Paid
Triggers when an invoice is paid.
Try ItProposal Accepted
Triggers when a proposal is accepted by the client.
Try ItClient NameRequired
Client EmailRequired
Company Name
Website
Phone Number
Job Title
Notes
Contract Viewed
Triggers when a contract is viewed.
Try ItInvoice Viewed
Triggers when an invoice is viewed by the client.
Try ItProposal Viewed
Triggers when a proposal is viewed by the client.
Try ItProject NameRequired
CurrencyRequired
Client EmailRequired
Client Name
Company Name
Project Description
Project Notes
Client Website
Client Phone Number
Client Job Title
