Bonsai + Paperform
Create new Bonsai clients from new Paperform form submissions
When a form submission happens in Paperform, save time by letting this workflow create a new client in Bonsai for you. No more manually transferring information between two different platforms, reducing the risk of errors and freeing up your valuable time. Essentially, you're creating a seamless information flow between your online forms and client management system.
When a form submission happens in Paperform, save time by letting this workflow create a new client in Bonsai for you. No more manually transferring information between two different platforms, reducing the risk of errors and freeing up your valuable time. Essentially, you're creating a seamless information flow between your online forms and client management system.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create Client
Creates a client lead on Bonsai
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Try ItContract Viewed
Triggers when a contract is viewed.
Try ItInvoice Viewed
Triggers when an invoice is viewed by the client.
Try ItProposal Viewed
Triggers when a proposal is viewed by the client.
Try It
Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Try ItInvoice Paid
Triggers when an invoice is paid.
Try ItProposal Accepted
Triggers when a proposal is accepted by the client.
Try ItClient NameRequired
Client EmailRequired
Company Name
Website
Phone Number
Job Title
Notes
