Bonsai + Squarespace

Create Bonsai clients from new Squarespace form submissions

Easily streamline your onboarding process with this Squarespace to Bonsai workflow. Whenever a new form submission occurs in Squarespace, a new client is automatically created in Bonsai. Save time and reduce manual data entry by connecting your form submissions and client management in a seamless process.

When this happens...
New Form Submission
Triggers when form submission is submitted.
TriggerInstant
automatically do this!
Create Client
Creates a client lead on Bonsai
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
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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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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- Client NameRequired
- Client EmailRequired
- Company Name
- Website
- Phone Number
- Job Title
- Notes
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Contract Viewed
Triggers when a contract is viewed.
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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- Project NameRequired
- CurrencyRequired
- Client EmailRequired
- Client Name
- Company Name
- Project Description
- Project Notes
- Client Website
- Client Phone Number
- Client Job Title
Action
Write