Bonsai + Flodesk

Bonsai + Flodesk integrations

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.

When this happens...
Contract SignedTriggers when a contract is signed by your contact (client or contractor).
TriggerInstant
automatically do this!
Create/Update SubscriberCreates a new subscriber or updates an existing one.
ActionWrite

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More things you can do with Bonsai and Flodesk

Discover other triggers and actions you can use with Bonsai and Flodesk

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 Name
  Required
- Client Email
  Required
- Company Name
- Website
- Phone Number
- Job Title
- Notes
Action
Write
- Project Name
  Required
- Currency
  Required
- Client Email
  Required
- Client Name
- Company Name
- Project Description
- Project Notes
- Client Website
- Client Phone Number
- Client Job Title
Action
Write

- Project ID
  Required
- Task Template Name
  Required
- Task List Name
Action
Write
Subscriber Created
Triggers when a new subscriber is created.
Trigger
Instant
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- Email
  Required
- Segment
  Required
Action
Write
- Segment
  Required
- Email
  Required
- First Name
- Last Name
- Double opt-in
- Opt-in IP Address
- Opt-in Timestamp
Action
Write
- Email
  Required
- Workflow
  Required
Action
Write
- Email
  Required
Action
Search

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 Title
  Required
- Client Email
  Required
- Pipeline Stage
- Value
- Owner Email
Action
Write
- Task Title
  Required
- 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
- Segment
  Required
Trigger
Instant
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Subscriber Unsubscribed
Triggers when a subscriber is unsubscribed.
Trigger
Instant
Try It
- Email
  Required
- Workflow
  Required
Action
Write
- Email
  Required
- Segment
  Required
Action
Write
- Email
  Required
Action
Write

About Bonsai

Bonsai is a business management platform designed to help agencies and professional service companies deliver great client work.

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Project Management

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About Flodesk

Beginners and experts use Flodesk to create stunning emails that grow their business. Meet the most intuitive way to send emails and build workflows that convert.

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Related categories

Email Newsletters

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Update Flodesk subscribers when new paid invoices are recorded in Bonsai

Related Zap Templates

Update Flodesk subscribers when new paid invoices are recorded in Bonsai