Bonsai + VideoAsk

Bonsai + VideoAsk integrations

Create Bonsai clients from new VideoAsk responses

Streamline your client onboarding process with this VideoAsk and Bonsai workflow. Whenever a new response is received from a respondent in VideoAsk, a client is created in Bonsai, helping you manage their information and projects efficiently. This automation eliminates manual data entry, saving you time and allowing you to focus on providing exceptional services to your clients.

When this happens...
New Response (From a Respondent)Triggers when the transcription is ready after someone responds to a videoask.
TriggerInstant
automatically do this!
Create ClientCreates a client lead on Bonsai
ActionWrite

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More things you can do with VideoAsk and Bonsai

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

- Organization
- Videoask
  Required
Trigger
Instant
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- Organization
- Videoask
  Required
Trigger
Instant
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- Organization_id
  Required
- Name
- Email
  Required
- Phone_number
Action
Write
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.
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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- 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

- Organization
- Videoask
  Required
Trigger
Instant
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- Videoask
  Required
- Name
- Email
  Required
- Phone_number
- Product_name
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
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.
Trigger
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 VideoAsk

VideoAsk is a business tool to help your business have meaningful interactions using the proximity of video.