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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Contract Signed" from Bonsai.

Add your action

An action happens after the trigger—such as "Add Follower" in TeamWave.

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Zapier seamlessly connects Bonsai and TeamWave, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Bonsai to TeamWave integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Bonsai and TeamWave to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

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.

triggers, actions, or triggers and actions

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 Name
  Required
- Client Email
  Required
- Company Name
- Website
- Phone Number
- Job Title
- Notes
Action
Write
New Person
Trigger when a new person is created.
Trigger
Instant
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New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Event
Triggers when new event is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
- Project
Trigger
Instant
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- Stage
- Pipeline
Trigger
Instant
Try It
Updated Deal
Triggers when deal is upadted.
Trigger
Instant
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- Find User
  Required
- Find Deal
  Required
Action
Write
- Date
  Required
- Project Name
  Required
- Activity Type
  Required
- Add Notes
- User
  Required
- Deal
- Person
- Organization
- Time
- Duration
Action
Write
- Created By
  Required
- Project
- Add Guests
  Required
- Project Name
  Required
- Event Start Date
  Required
- Event End Date
  Required
Action
Write
- Project Name
  Required
Action
Write
- Project
- Created By
  Required
- User
  Required
- Project Name
  Required
Action
Write
- Template
  Required
- Project Name
  Required
- Boardview
  Required
Action
Write
- Find Deal
  Required
- Project Name
  Required
- Deal: Deal Value
- Currency
  Required
- Deal Status
- Deal: Select Pipeline/Stage
- Organisation
- Person
- Deal: Expected Close Date
Action
Write
- Client Email
  Required
Action
Search
- Website
Action
Search
- Client Email
  Required
- First Name
  Required
- Last Name
- Job Title
- Visibility
- Phone
- Organization
- Owner
- Tags
Action
Search or write
- Website
- Project Name
  Required
- Address
- Phone
- Owner
- Tags
Action
Search or 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
Try It
- Project Name
  Required
- Currency
  Required
- Client Email
  Required
- Client Name
  Required
- Company Name
- Project Description
- Project Notes
- Website
- Phone Number
- Job Title
Action
Write
New Organization
Triggers when a new organization is created.
Trigger
Instant
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New Activity
Triggers when a new Activity is created.
Trigger
Instant
Try It
- Project
Trigger
Instant
Try It
- Task List
- Project
Trigger
Instant
Try It
- Project
Trigger
Instant
Try It
Updated Person
Triggers when an existing person is updated.
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
- Client Email
  Required
- Job Title
- Visibility
- Phone
- Organization
- Owner
- Tags
Action
Write
- Project Name
  Required
- Deal: Deal Value
- Currency
  Required
- Deal: Select Pipeline/Stage
- Person
- Organisation
- Owner
- Deal: Expected Close Date
- Tags
Action
Write
- Project
- User
  Required
- Project Name
  Required
- Due Date
Action
Write
- Project
- Tasklist
- User
  Required
- Project Name
  Required
- Date
  Required
Action
Write
- Project Name
  Required
- Website
- Address
- Phone
- Owner
- Tags
Action
Write
- Person
- First Name
  Required
- Last Name
- Client Email
  Required
- Job Title
- Visibility
- Phone
- Organization
- Owner
- Tags
Action
Write
- Organization
- Project Name
  Required
- Website
- Phone
- Address
- Owner
- Tags
Action
Write
- Title
  Required
Action
Search
- Client Email
  Required
Action
Search
- Title
  Required
- Project Name
  Required
- Deal: Deal Value
- Currency
  Required
- Deal: Select Pipeline/Stage
- Person
- Organisation
- Owner
- Deal: Expected Close Date
- Tags
Action
Search or write

About Bonsai

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

Learn moreLearn more

Related categories

Project Management

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About TeamWave

TeamWave is an unified platform for project management, CRM, and HR software for small businesses.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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