Bonsai + Gist Integrations
How to connect Bonsai + Gist
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Contract SignedTriggers when a contract is signed by your contact (client or contractor).Trigger- Contract ViewedTriggers when a contract is viewed.Trigger
- Invoice PaidTriggers when an invoice is paid.Trigger
- Invoice ViewedTriggers when an invoice is viewed by the client.Trigger
- Proposal AcceptedTriggers when a proposal is accepted by the client.Trigger
- Proposal ViewedTriggers when a proposal is viewed by the client.Trigger
Subscribed to a CampaignTriggers when a contact is subscribed to a campaign.Trigger- New ContactTriggers when you add a new contact.Trigger
- Gist
Triggers when a specific tag gets added to a contact.
Instant
Trigger
- Gist
Triggers when a contact performs an event.
Instant
Trigger
- Gist
Triggers when a contact is unsubscribed from a campaign.
Instant
Trigger
- Gist
Triggers when a specific tag gets removed from a contact.
Instant
Trigger
- Gist
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Instant
Trigger
- Gist
Apply a tag to an existing contact.
Scheduled
Action
- Gist
Creates a new Contact or updates an existing one.
Scheduled
Action
- Gist
Removes a tag from an existing contact.
Scheduled
Action
- Gist
Subscribes a contact to a specific campaign.
Scheduled
Action
- Gist
Unsubscribes a contact from a specific campaign.
Scheduled
Action
- Gist
Finds an existing contact.
Scheduled
Action
How Bonsai + Gist Integrations Work
- Step 1: Authenticate Bonsai and Gist.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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