Bonsai + HoneyBook
Create new Bonsai projects for every new HoneyBook project booked
Start managing your projects more seamlessly with this efficient workflow. The moment you book a new project on HoneyBook, it creates an identical project in your Bonsai account. This ensures all your project details around scope, timeline, and resources are streamlined in one place, saving you from repetitive manual data entry work while keeping your project management processes consistent across platforms.
Start managing your projects more seamlessly with this efficient workflow. The moment you book a new project on HoneyBook, it creates an identical project in your Bonsai account. This ensures all your project details around scope, timeline, and resources are streamlined in one place, saving you from repetitive manual data entry work while keeping your project management processes consistent across platforms.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Project
Creates a project
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNew Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItProject Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItFull NameRequired
EmailRequired
Address
Phone Number
New Inquiry
Triggers when a new inquiry is created.
Try ItNew Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItClient Full NameRequired
Client EmailRequired
Phone Number
Project Type
Project Date
Project Details
Project Budget
Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Try It
