Bonsai + Kit

Bonsai + Kit integrations

Add new Bonsai proposal viewers to Kit form subscribers automatically

Connect Bonsai and Kit seamlessly with this workflow. When someone views your proposal in Bonsai, it instantly adds them as a subscriber in Kit. This system is ideal for stay updated and engaging with your potential clients promptly without the need for manual data entry. Turn your proposal viewers into potential leads through a simple, efficient process.

When this happens...
Proposal ViewedTriggers when a proposal is viewed by the client.
TriggerInstant
automatically do this!
Add Subscriber to FormSubscribe someone to a specific form.
ActionWrite

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More things you can do with Bonsai and Kit

Discover other triggers and actions you can use with Bonsai and Kit

Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Trigger
Instant
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Deal Updated
Triggers when a deal is updated in Bonsai.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Event Scheduled
Triggers when a new event is booked via Scheduling
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by the client.
Trigger
Instant
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- Client Name
  Required
- Client Email
  Required
- Company Name
- Website
- Phone Number
- Job Title
- Notes
Action
Write
- Project Name
  Required
- Currency
  Required
- Client Email
  Required
- Client Name
- Company Name
- Project Description
- Project Notes
- Client Website
- Client Phone Number
- Client Job Title
Action
Write

- Project ID
  Required
- Task Template Name
  Required
- Task List Name
Action
Write
New Purchase
Triggers when a new purchase is added to your account.
Trigger
Instant
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New Subscriber
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Trigger
Instant
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- Tag
  Required
Trigger
Instant
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- Form
  Required
- Email
  Required
- First Name
- Optin to Sequence
- Subscriber State
Action
Write
- Sequence
  Required
- Email
  Required
- First Name
- Subscriber State
Action
Write
- Subscriber ID
  Required
- Tag
  Required
Action
Write
- EmailAddress
  Required
Action
Search

Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
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Form Submitted
Triggers when a new form response is submitted.
Trigger
Instant
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Invoice Viewed
Triggers when an invoice is viewed by the client.
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is accepted by the client.
Trigger
Instant
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Task Updated
Triggers when a task is updated in Bonsai.
Trigger
Instant
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- Deal Title
  Required
- Client Email
  Required
- Pipeline Stage
- Value
- Owner Email
Action
Write
- Task Title
  Required
- Task Description
- Project ID
- Creator Email
- Assignee Email
- Status
- Task List Name
- Priority
- Start Date
- Due Date
- Estimate in minutes
- Billing
- Service Name
- Tags
- Repeats Frequency
- Repeats frequency Weekly Day
- Repeats frequency Monthly Day
Action
Write
- Form
  Required
Trigger
Instant
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- Sequence
  Required
Trigger
Instant
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- Tag
  Required
Trigger
Instant
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New Unsubscribe
Triggers when a subscriber unsubscribes from your emails.
Trigger
Instant
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- Transaction ID
  Required
- Email
  Required
- Subtotal
- Tax
- Shipping
- Discount
- Total
- Currency
- Transaction Time
- Status
- Product name
  Required
- Product ID
  Required
- Product SKU
- Product price
- Product quantity
Action
Write
- Tag
  Required
- Email
  Required
- First Name
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Bonsai

Bonsai is a business management platform designed to help agencies and professional service companies deliver great client work.

Learn moreLearn moreHelpHelp

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Project Management

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About Kit

Kit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.

Learn moreLearn moreHelpHelp

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Related Zap Templates

Add new Bonsai clients to a Kit sequence

Add new Bonsai viewed invoices to Kit as form subscribers

Tag new subscribers in Kit when contracts are signed in Bonsai