Bonsai + Elfsight

Create new clients in Bonsai from new form submissions in Elfsight

Streamline your client onboarding process with this workflow. Once a new form is submitted in Elfsight, it kickstarts the process to promptly add a new client in Bonsai. This takes care of repetitive tasks efficiently, ensuring your client list in Bonsai is always current. Use this connection to simplify your operations while focusing on delivering excellent service to your clients.

When this happens...
New Form Submission
Triggers when a new form submission received.
TriggerInstant
automatically do this!
Create Client
Creates a client lead on Bonsai
ActionWrite

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Supported triggers and actions

New Form Submission
Triggers when a new form submission received.
Trigger
Instant
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Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
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Form Submitted
Triggers when a new form response is submitted.
Trigger
Instant
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Invoice Viewed
Triggers when an invoice is viewed by the client.
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is accepted by the client.
Trigger
Instant
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Task Updated
Triggers when a task is updated in Bonsai.
Trigger
Instant
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- Deal TitleRequired
- Client EmailRequired
- Pipeline Stage
- Value
- Owner Email
Action
Write

- Task TitleRequired
- Task Description
- Project ID
- Creator Email
- Assignee Email
- Status
- Task List Name
- Priority
- Start Date
- Due Date
- Estimate in minutes
- Billing
- Service Name
- Tags
- Repeats Frequency
- Repeats frequency Weekly Day
- Repeats frequency Monthly Day
Action
Write

Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Trigger
Instant
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Deal Updated
Triggers when a deal is updated in Bonsai.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Event Scheduled
Triggers when a new event is booked via Scheduling
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by the client.
Trigger
Instant
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- Client NameRequired
- Client EmailRequired
- Company Name
- Website
- Phone Number
- Job Title
- Notes
Action
Write
- Project NameRequired
- CurrencyRequired
- Client EmailRequired
- Client Name
- Company Name
- Project Description
- Project Notes
- Client Website
- Client Phone Number
- Client Job Title
Action
Write
- Project IDRequired
- Task Template NameRequired
- Task List Name
Action
Write