Bonsai Integrations

Name: Zapier
Availability: InStock

Put Bonsai to work with AI and enterprise-grade automation

Automate smarter with Bonsai and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Google Drive

File Management & Storage, Google

Slack

Team Chat

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

FreshBooks

Accounting

Gmail

Email, Google

Discord

Team Chat

Notion

Task Management

Xero

Accounting

Google Drive

File Management & Storage, Google

Slack

Team Chat

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

FreshBooks

Accounting

Gmail

Email, Google

Google Drive

File Management & Storage, Google

Slack

Team Chat

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

FreshBooks

Accounting

Gmail

Email, Google

Discord

Team Chat

Notion

Task Management

Xero

Accounting

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create folders in Google Drive for newly signed contracts in Bonsai
Details
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Bonsai + Google Drive
Log new paid Bonsai invoices in a Google Sheet
Details
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Bonsai + Google Sheets
Create tasks in ClickUp when new proposals are accepted in Bonsai
Details
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Bonsai + ClickUp
Create new Bonsai clients from newly created or updated HubSpot contacts
Details
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HubSpot + Bonsai
Send Slack channel messages for newly paid Bonsai invoices
Details
Try it
Bonsai + Slack
Get SMS alerts when new contracts are signed in Bonsai
Details
Try it
Bonsai + SMS by Zapier

Create folders in Google Drive for newly signed contracts in Bonsai

Details

Try it

Bonsai + Google Drive

Log new paid Bonsai invoices in a Google Sheet

Details

Try it

Bonsai + Google Sheets

Create tasks in ClickUp when new proposals are accepted in Bonsai

Details

Try it

Bonsai + ClickUp

Create new Bonsai clients from newly created or updated HubSpot contacts

Details

Try it

HubSpot + Bonsai

Send Slack channel messages for newly paid Bonsai invoices

Details

Try it

Bonsai + Slack

Get SMS alerts when new contracts are signed in Bonsai

Details

Try it

Bonsai + SMS by Zapier

Subscribe new Bonsai clients to a Mailchimp list

Details

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Bonsai + Mailchimp

"send private channel messages in Slack when new contracts are signed in Bonsai"

Details

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Bonsai + Slack

Send channel messages in Slack whenever new invoices are viewed in Bonsai

Details

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Bonsai + Slack

Send Bonsai proposal view notifications to a Slack channel

Details

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Bonsai + Slack

Add new Bonsai clients to a Kit sequence

Details

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Bonsai + Kit

Create blocks on specific pages in roam-bot for newly accepted Bonsai proposals

Details

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Bonsai + roam-bot

Subscribe new Bonsai clients to a Mailchimp list
Details
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Bonsai + Mailchimp
"send private channel messages in Slack when new contracts are signed in Bonsai"
Details
Try it
Bonsai + Slack
Send channel messages in Slack whenever new invoices are viewed in Bonsai
Details
Try it
Bonsai + Slack
Send Bonsai proposal view notifications to a Slack channel
Details
Try it
Bonsai + Slack
Add new Bonsai clients to a Kit sequence
Details
Try it
Bonsai + Kit
Create blocks on specific pages in roam-bot for newly accepted Bonsai proposals
Details
Try it
Bonsai + roam-bot

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.

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
Try It
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
Try It

- 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

Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
Try It
Form Submitted
Triggers when a new form response is submitted.
Trigger
Instant
Try It
Invoice Viewed
Triggers when an invoice is viewed by the client.
Trigger
Instant
Try It
Proposal Accepted
Triggers when a proposal is accepted by the client.
Trigger
Instant
Try It
Task Updated
Triggers when a task is updated in Bonsai.
Trigger
Instant
Try It
- 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

Bonsai Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Bonsai

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

Learn moreLearn moreHelpHelp

Related categories

Project Management

Similar apps

Zapier Interfaces

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

Bonsai Integrations

Put Bonsai to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create folders in Google Drive for newly signed contracts in Bonsai

Log new paid Bonsai invoices in a Google Sheet

Create tasks in ClickUp when new proposals are accepted in Bonsai

Create new Bonsai clients from newly created or updated HubSpot contacts

Send Slack channel messages for newly paid Bonsai invoices

Get SMS alerts when new contracts are signed in Bonsai

Create folders in Google Drive for newly signed contracts in Bonsai

Log new paid Bonsai invoices in a Google Sheet

Create tasks in ClickUp when new proposals are accepted in Bonsai

Create new Bonsai clients from newly created or updated HubSpot contacts

Send Slack channel messages for newly paid Bonsai invoices

Get SMS alerts when new contracts are signed in Bonsai

Subscribe new Bonsai clients to a Mailchimp list

"send private channel messages in Slack when new contracts are signed in Bonsai"

Send channel messages in Slack whenever new invoices are viewed in Bonsai