Bonsai + GoCanvas

Bonsai + GoCanvas integrations

Create Bonsai clients from new GoCanvas submissions

Streamline your client onboarding process with this efficient workflow. Whenever there's a new submission in your GoCanvas app, this automation will instantly create a client in Bonsai, saving you both time and effort. Now you can focus on delivering exceptional services to your clients instead of manually transferring data between platforms.

When this happens...
New SubmissionTriggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
TriggerInstant
automatically do this!
Create ClientCreates a client lead on Bonsai
ActionWrite

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More things you can do with GoCanvas and Bonsai

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

- Trigger Mid Workflow
- App Name
  Required
Trigger
Instant
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- App Name
  Required
- Item Description
- Assign Item To
- Schedule At
Action
Write
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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- Contact Name
  Required
- Contact 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

- App Name
  Required
- Item Description
  Required
Action
Write
- Reference Data ID
  Required
Action
Write
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

About Bonsai

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

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About GoCanvas

GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.

Learn moreLearn moreHelpHelp

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Forms & Surveys

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