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.
- When this happens...New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
- automatically do this!Create Client
Creates a client lead on Bonsai
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