Bonsai

Bonsai + Insightly Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Bonsai and Insightly, with as many as 54 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Bonsai + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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Contract Signed

Triggers when a contract is signed by your contact (client or contractor).

Create Contact

Create a new contact in your Insightly account.

Invoice Paid

Triggers when an invoice is paid.

Create Task

Create a new task in your Insightly account.

New Task

A new task was created in your Insightly account.

Create Note

Create a new note in your Insightly account.

New Contact

A new contact was created in your Insightly account.

Create Organization

Create a new organization in your Insightly account.

Invoice Viewed

Triggers when an invoice is viewed by the client.

Create Opportunity

Create a new opportunity in your Insightly account.

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Bonsai is a platform to help freelancers build, send, and manage their proposals, contracts, and invoices.

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

See Insightly Integrations

Connect Bonsai + Insightly

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