Bonsai + Interact
Create Bonsai clients from new Interact leads for seamless management
Streamline your lead management process by connecting Interact with Bonsai. With this workflow, whenever you gather a new lead in Interact, it will automatically create a client in Bonsai, saving you time and effort. Focus more on building relationships with your prospects, while this automation takes care of client management for you.
Streamline your lead management process by connecting Interact with Bonsai. With this workflow, whenever you gather a new lead in Interact, it will automatically create a client in Bonsai, saving you time and effort. Focus more on building relationships with your prospects, while this automation takes care of client management for you.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Client
Creates a client lead on Bonsai
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QuizRequired
Try ItContract Viewed
Triggers when a contract is viewed.
Try ItInvoice Viewed
Triggers when an invoice is viewed by the client.
Try ItProposal Viewed
Triggers when a proposal is viewed by the client.
Try It
Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Try ItInvoice Paid
Triggers when an invoice is paid.
Try ItProposal Accepted
Triggers when a proposal is accepted by the client.
Try ItClient NameRequired
Client EmailRequired
Company Name
Website
Phone Number
Job Title
Notes
