Bonsai + Pagico

Bonsai + Pagico integrations

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.

When this happens...
New Item Shared in a WorkspaceTriggers when a new item has been added to a workspace.
TriggerPolling
automatically do this!
Create ClientCreates a client lead on Bonsai
ActionWrite

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More things you can do with Pagico and Bonsai

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

- Item Type
  Required
- Keyword
Trigger
Polling
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- Task Title
  Required
- Task Description
- Task Start
- Task Due
Action
Write
- Which workspace?
  Required
- Select a project or a contact
  Required
- Task Title
  Required
- Task Description
- Task Start
- Task Due
Action
Write
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

- Item Type
  Required
- Workspace
  Required
- Keyword
Trigger
Polling
Try It
- Workspace Reference ID
  Required
- Select a project or a contact
  Required
- Note Title
- Note Body
- Timestamp
Action
Write
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

About Bonsai

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

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About 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.

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