Bonsai + Zoom Integrations
How to connect Bonsai + Zoom
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Contract SignedTriggers when a contract is signed by your contact (client or contractor).Trigger- Contract ViewedTriggers when a contract is viewed.Trigger
- Invoice PaidTriggers when an invoice is paid.Trigger
- Invoice ViewedTriggers when an invoice is viewed by the client.Trigger
- Proposal AcceptedTriggers when a proposal is accepted by the client.Trigger
- Proposal ViewedTriggers when a proposal is viewed by the client.Trigger
New MeetingTriggers when a new Meeting or Webinar is created.Trigger- New Meeting RegistrantTriggers when a new registrant is added to a meeting.Trigger
- Zoom
Triggers when a new Recording is completed for a Meeting or Webinar.
Instant
Trigger
- Zoom
Triggers when a new registrant is added to a Webinar.
Instant
Trigger
- Zoom
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
Scheduled
Action
- Zoom
Creates a new meeting registrant.
Scheduled
Action
- Zoom
Creates a new webinar registrant.
Scheduled
Action
How Bonsai + Zoom Integrations Work
- Step 1: Authenticate Bonsai and Zoom.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Zoom Tutorials
About Bonsai
Bonsai is a platform to help freelancers build, send, and manage their proposals, contracts, and invoices.
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