Create integrations between Bonsai and Sign In Scheduling to automate any workflow
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Try It - Invoice Paid
Triggers when an invoice is paid.
Try It - Proposal Accepted
Triggers when a proposal is accepted by the client.
Try It - Client NameRequired
- Client EmailRequired
- Company Name
- Website
- Phone Number
- Job Title
- Notes
- Contract Viewed
Triggers when a contract is viewed.
Try It - Invoice Viewed
Triggers when an invoice is viewed by the client.
Try It - Proposal Viewed
Triggers when a proposal is viewed by the client.
Try It - Project NameRequired
- CurrencyRequired
- Client EmailRequired
- Client NameRequired
- Company Name
- Project Description
- Project Notes
- Website
- Phone Number
- Job Title