Bonsai + Zapier Forms

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 Created
Triggers when a new form submission is created.
TriggerInstant
automatically do this!
Create Client
Creates a client lead on Bonsai
ActionWrite

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Supported triggers and actions

- Form ProjectRequired
- PageRequired
- ButtonRequired
Trigger
Instant
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- Form ProjectRequired
Trigger
Instant
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- Form ProjectRequired
Trigger
Instant
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- Form ProjectRequired
- PageRequired
- Stripe PaymentRequired
Trigger
Instant
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- Form ProjectRequired
- Email AddressRequired
Action
Write

- Form ProjectRequired
- Email AddressRequired
- NameRequired
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 TitleRequired
- Client EmailRequired
- Pipeline Stage
- Value
- Owner Email
Action
Write
- Task TitleRequired
- 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 ProjectRequired
- PageRequired
- Block Type
Trigger
Instant
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- Form ProjectRequired
- PageRequired
- FormRequired
Trigger
Instant
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Form Project Created
Triggers when a new Form Project is created.
Trigger
Instant
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- Form ProjectRequired
- NameRequired
- Email AddressRequired
Action
Write
- Form ProjectRequired
- Email AddressRequired
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 NameRequired
- Client EmailRequired
- Company Name
- Website
- Phone Number
- Job Title
- Notes
Action
Write
- Project NameRequired
- CurrencyRequired
- Client EmailRequired
- Client Name
- Company Name
- Project Description
- Project Notes
- Client Website
- Client Phone Number
- Client Job Title
Action
Write
- Project IDRequired
- Task Template NameRequired
- Task List Name
Action
Write