Bonsai + Kit
Bonsai + Kit
Tag new subscribers in Kit when contracts are signed in Bonsai
Seal deals and manage subscribers more effectively with this workflow. Once a contract gets signed in Bonsai, a new tag is instantly added to a subscriber in Kit. This helps you instantly identify and categorize subscribers based on their interaction status, ensuring your team stays organized and can prompt appropriate follow-ups.
- When this happens...Contract SignedTriggers when a contract is signed by your contact (client or contractor).
- automatically do this!Add Tag to SubscriberAdd a subscriber to a specific tag.
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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).
Try ItTriggerInstant - Deal Updated
Triggers when a deal is updated in Bonsai.
Try ItTriggerInstant - Invoice Paid
Triggers when an invoice is paid.
Try ItTriggerInstant - Event Scheduled
Triggers when a new event is booked via Scheduling
Try ItTriggerInstant
- Contract Viewed
Triggers when a contract is viewed.
Try ItTriggerInstant - Form Submitted
Triggers when a new form response is submitted.
Try ItTriggerInstant - Invoice Viewed
Triggers when an invoice is viewed by the client.
Try ItTriggerInstant - Proposal Accepted
Triggers when a proposal is accepted by the client.
Try ItTriggerInstant
