Create new Bonsai clients from new Typeform entries
Save time and streamline your workflow with this automation. When a new entry is made in Typeform, it immediately creates a new client in Bonsai. This seamless workflow saves you the hassle of manual data entry and allows you to focus more on your business. Use this automation to create a seamless transition from lead capture to client management.
Save time and streamline your workflow with this automation. When a new entry is made in Typeform, it immediately creates a new client in Bonsai. This seamless workflow saves you the hassle of manual data entry and allows you to focus more on your business. Use this automation to create a seamless transition from lead capture to client management.
- When this happens...New Entry
Triggers when a form is submitted.
- automatically do this!Create Client
Creates a client lead on Bonsai
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FormRequired
Try ItForm To DuplicateRequired
Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
Title of Your Duplicate Form (leave blank for same title)
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
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title of your formRequired
Choose Workspace To Create This Form In, leave it blank for default workspace
Form To Update Question inRequired
Please provide list of choices
FormRequired
responses submitted since the specified date and time.
responses submitted until the specified date and time.
search for responses that include the specified string.
search for responses that are complete.
maximum number of responses to fetch (default: 25, max: 1000)
Contract Viewed
Triggers when a contract is viewed.
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