Bonsai + Zapier Forms

Bonsai + Zapier Forms integrations

Create Bonsai clients from new Zapier Forms form submissions

Easily streamline your client onboarding process with this automation. Whenever a new form submission is created in Zapier Forms, a client profile will be automatically added in the Bonsai app. With this time-saving workflow, you can focus on building strong client relationships and reducing manual data entry tasks.

When this happens...
Form Submission CreatedTriggers when a new form submission is created.
TriggerInstant
automatically do this!
Create ClientCreates a client lead on Bonsai
ActionWrite

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More things you can do with Zapier Forms and Bonsai

Discover other triggers and actions you can use with Zapier Forms and Bonsai

- Form Project
  Required
- Page
  Required
- Button
  Required
Trigger
Instant
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- Form Project
  Required
Trigger
Instant
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- Form Project
  Required
Trigger
Instant
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- Form Project
  Required
- Page
  Required
- Stripe Payment
  Required
Trigger
Instant
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- Form Project
  Required
- Email Address
  Required
Action
Write

- Form Project
  Required
- Email Address
  Required
- Name
  Required
Action
Search or 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

- Form Project
  Required
- Page
  Required
- Block Type
Trigger
Instant
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- Form Project
  Required
- Page
  Required
- Form
  Required
Trigger
Instant
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Form Project Created
Triggers when a new Form Project is created.
Trigger
Instant
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- Form Project
  Required
- Name
  Required
- Email Address
  Required
Action
Write
- Form Project
  Required
- Email Address
  Required
Action
Search
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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- Client Name
  Required
- Client 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

About Bonsai

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

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Related categories

Project Management

Similar apps

Zapier Forms

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

About Zapier Forms

Zapier Forms is an automated way to collect data and integrate your form with workflows that can connect to 8,000+ apps.

Learn moreLearn moreHelpHelp

Related categories

App Builder

CRM (Customer Relationship Management)

Forms & Surveys

Zapier

Zapier products

Similar apps

Zapier Forms

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