Bonsai + Seamless

Bonsai + Seamless integrations

Create new Bonsai clients from new Seamless AI contacts

Streamline your client onboarding process with this automation. When a new contact is added in Seamless AI, it instantly creates a client profile in Bonsai. It makes client management more efficient, saving you the time of manual data entry and allowing you to focus on building relationships.

When this happens...
New ContactTriggers when a new "My Contact" is researched in Seamless.AI.
TriggerInstant
automatically do this!
Create ClientCreates a client lead on Bonsai
ActionWrite

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More things you can do with Seamless and Bonsai

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

- Lists
- Company Industry
- Company Size
Trigger
Instant
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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.
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Instant
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Invoice Paid
Triggers when an invoice is paid.
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Event Scheduled
Triggers when a new event is booked via Scheduling
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Instant
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Proposal Viewed
Triggers when a proposal is viewed by the client.
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- Contact Name
  Required
- Contact 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

- Lists
- Email
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Instant
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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.
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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

About Bonsai

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

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Project Management

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About Seamless

Seamless is a real-time B2B Sales search engine to find leads using the power of AI.

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Related categories

AI Sales Tools