Bonsai + formless
Create new Bonsai clients from new formless responses
Save time and streamline your workflow with this automation. When a new entry is made in formless, it immediately creates a new client in Bonsai. This seamless workflow saves you the hassle of manual data entry and allows you to focus more on your business. Use this automation to create a seamless transition from lead capture to client management.
Save time and streamline your workflow with this automation. When a new entry is made in formless, it immediately creates a new client in Bonsai. This seamless workflow saves you the hassle of manual data entry and allows you to focus more on your business. Use this automation to create a seamless transition from lead capture to client management.
- When this happens...New Response
Triggers when a new response is submitted.
- automatically do this!Create Client
Creates a client lead on Bonsai
- Free forever for core features
- 14 day trial for premium features & apps
ConversationRequired
Try ItContract 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 It
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
