Bonsai + ConvertKit
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.
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.
- When this happens...Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
- automatically do this!Add Subscriber to Sequence
Add a subscriber to a specific sequence.
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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
