Bonsai + Pagico
Create new Bonsai clients from new items shared in a Pagico workspace
Stay on top of managing your clients with this efficient workflow. When a new item is shared in your Pagico workspace, it will instantly create a client in your Bonsai account. This way, you always have your client information updated and ready, saving you time and maintaining organization within your business operations.
Stay on top of managing your clients with this efficient workflow. When a new item is shared in your Pagico workspace, it will instantly create a client in your Bonsai account. This way, you always have your client information updated and ready, saving you time and maintaining organization within your business operations.
- When this happens...New Item Shared in a Workspace
Triggers when a new item has been added to a workspace.
- automatically do this!Create Client
Creates a client lead on Bonsai
- Free forever for core features
- 14 day trial for premium features & apps
About Bonsai
Bonsai is the only tool you need to run your business. Manage your clients, deliver great work, get paid, and track your finances.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Pagico
Pagico is a powerful productivity suite that helps you manage projects, contacts, daily tasks and files in one place. Available for Mac, Windows, Linux, iOS and Android, Pagico is your best cross-platform information management platform.
