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Bonsai + Google Sheets

Bonsai + Google Sheets

Bonsai + Google Sheets integrations

Create clients in Bonsai from new or updated rows in Google Sheets

Stay organized and timely with client management by linking Google Sheets to Bonsai. With this workflow, each new or updated row in your Google Sheets spreadsheet immediately generates a new client in Bonsai. Whether you're pooling client data from various sources or manually maintaining a list, this seamless integration ensures your client information in Bonsai is always up-to-date.

  1. When this happens...
    New or Updated Spreadsheet Row
    New or Updated Spreadsheet Row
    New or Updated Spreadsheet RowTriggers when a new row is added or modified in a spreadsheet.
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreates a client lead on Bonsai
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More things you can do with Google Sheets and Bonsai

Discover other triggers and actions you can use with Google Sheets and Bonsai

    • Dont_change_sheet_structure
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • Dont_change_sheet_structure
    • No_team_drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Trigger column
    Trigger
    Instant
    Try It
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Column_name
      Required
    • Index
    Action
    Write
    • Dont_change_sheet_structure
    • No_team_drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Instant
    Try It
    • Dont_change_sheet_structure
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Trigger column
    Trigger
    Polling
    Try It
    • Drive
    • Spreadsheet
      Required
    Trigger
    Polling
    Try It
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Use Timezone set up on the spreadsheet to format date values?
    Action
    Write
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About Bonsai
Bonsai is a business management platform designed to help agencies and professional service companies deliver great client work.
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google-sheets logo
About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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