Bonsai + Interact
Create projects in Bonsai for new leads in Interact
Effortlessly manage your new leads by connecting Interact with Bonsai. With this workflow, whenever you capture a new lead in Interact, a project will be created in Bonsai, helping you efficiently organize and track your business opportunities. Stay organized and save time with this seamless automation between Interact and Bonsai.
Effortlessly manage your new leads by connecting Interact with Bonsai. With this workflow, whenever you capture a new lead in Interact, a project will be created in Bonsai, helping you efficiently organize and track your business opportunities. Stay organized and save time with this seamless automation between Interact and Bonsai.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Project
Creates a project
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- 14 day trial for premium features & apps
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
