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Bonsai + Formstack

Create Bonsai clients from new Formstack submissions

Effortlessly grow your client base with this convenient workflow between Formstack and Bonsai. Each time a new submission is received in Formstack, a client profile will be created in Bonsai, allowing for seamless client management and a streamlined onboarding process. Stay organized and save valuable time by letting this automation handle the data transfer for you.

Effortlessly grow your client base with this convenient workflow between Formstack and Bonsai. Each time a new submission is received in Formstack, a client profile will be created in Bonsai, allowing for seamless client management and a streamlined onboarding process. Stay organized and save valuable time by letting this automation handle the data transfer for you.

  1. When this happens...
    FormstackFormstack
    New Submission

    Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

    TriggerInstant
  2. automatically do this!
    BonsaiBonsai
    Create Client

    Creates a client lead on Bonsai

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Formstack triggers, actions, and search

    New Form

    Triggers when a new Form is created.

    Trigger
    Scheduled
    Try It
    • FormRequired

    • User Agent

    • Remote Address

    • Mark Submission as "read"?

    Action
    Write
  • Bonsai triggers, actions, and search

    Contract Signed

    Triggers when a contract is signed by your contact (client or contractor).

    Trigger
    Instant
    Try It
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About Bonsai

Bonsai is the only tool you need to run your business. Manage your clients, deliver great work, get paid, and track your finances.
Learn moreHelp

Related categories

  • Forms & Surveys

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formstack logo
formstack logo

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.

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