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How Zapier works
Zapier makes it easy to integrate Pensight with Bonjoro - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Client Started Their First Order" from Pensight.
Add your action
An action happens after the trigger—such as "Create Task" in Bonjoro.
You’re connected!
Zapier seamlessly connects Pensight and Bonjoro, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Client Started Their First OrderTriggers when a client starts (but not necessarily completes) their first order. Useful for collecting inbound leads. Try ItTriggerInstant
- A User Submitted Form ResultTriggers when a user submitted a form. Useful for inbound lead collection, i.e. sign up emails. Try ItTriggerInstant
- Bonjoro BouncedTriggers when a Bonjoro email bounces. Note that if you're using a custom mail integration such as Google, bounces may not be detected. Try ItTriggerInstant
- Bonjoro SentTriggers when a Bonjoro is sent by a team member. Try ItTriggerInstant
- Client Submitted an OrderTriggers when client submits a new order. Useful for post-checkout actions. Try ItTriggerInstant
- Bonjoro ReassignedTriggers when an existing Bonjoro is assigned to a different team member. Try ItTriggerInstant
- Bonjoro Call to Action ClickedTriggers when a user clicks the Bonjoro call to action. Try ItTriggerInstant
- Bonjoro CreatedTriggers when a Bonjoro is created by a team member or automation. Try ItTriggerInstant
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