Bonsai + Flodesk
Create or update Flodesk subscribers when new Bonsai contracts are signed
Streamline your client onboarding process by connecting Bonsai and Flodesk through this efficient workflow. Whenever a contract is signed in Bonsai, this automation will create or update the subscriber in Flodesk, ensuring your mailing list remains up-to-date with the latest client information. This way, you can maintain smooth communication with your clients without any manual effort.
Streamline your client onboarding process by connecting Bonsai and Flodesk through this efficient workflow. Whenever a contract is signed in Bonsai, this automation will create or update the subscriber in Flodesk, ensuring your mailing list remains up-to-date with the latest client information. This way, you can maintain smooth communication with your clients without any manual effort.
- When this happens...Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
- automatically do this!Create/Update Subscriber
Creates a new subscriber or updates an existing one.
- 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
