Bonsai + Outgrow

Create Bonsai projects from new Outgrow leads for seamless organization

Effortlessly manage your new leads from Outgrow by setting up this time-saving workflow. With every new lead generated in Outgrow, a project will be created in Bonsai, streamlining your client onboarding process. Simplify your lead management and ensure all crucial information is effortlessly transferred to Bonsai with this seamless automation.

When this happens...
New Lead
Triggers when a new lead is created. Works on all Outgrow plans.
TriggerScheduled
automatically do this!
Create Project
Creates a project
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

- Calculator / QuizRequired
Trigger
Scheduled
Try It
Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
Proposal Accepted
Triggers when a proposal is accepted by the client.
Trigger
Instant
Try It
- Client NameRequired
- Client EmailRequired
- Company Name
- Website
- Phone Number
- Job Title
- Notes
Action
Write

- Calculator / QuizRequired
- SegmentRequired
Trigger
Scheduled
Try It
Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
Try It
Invoice Viewed
Triggers when an invoice is viewed by the client.
Trigger
Instant
Try It
Proposal Viewed
Triggers when a proposal is viewed by the client.
Trigger
Instant
Try It
- Project NameRequired
- CurrencyRequired
- Client EmailRequired
- Client Name
- Company Name
- Project Description
- Project Notes
- Client Website
- Client Phone Number
- Client Job Title
Action
Write