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Bonsai Integrations

Project Management

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.

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  • 9,000+ apps, 450+ AI tools
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Or pick an app to pair with
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Integrate Google Drive with BonsaiIntegrate Google Drive with Bonsai
Google Drive
File Management & Storage, Google
Integrate HubSpot with BonsaiIntegrate HubSpot with Bonsai
HubSpot
Marketing Automation
Integrate Google Sheets with BonsaiIntegrate Google Sheets with Bonsai
Google Sheets
Google, Spreadsheets
Integrate Slack with BonsaiIntegrate Slack with Bonsai
Slack
Team Chat
Integrate Tally with BonsaiIntegrate Tally with Bonsai
Tally
Forms & Surveys
Integrate Airtable with BonsaiIntegrate Airtable with Bonsai
Airtable
Databases
Integrate Notion with BonsaiIntegrate Notion with Bonsai
Notion
Task Management
Integrate Fathom with BonsaiIntegrate Fathom with Bonsai
Fathom
AI Meeting Assistants
Integrate Xero with BonsaiIntegrate Xero with Bonsai
Xero
Accounting
Integrate Google Drive with BonsaiIntegrate Google Drive with Bonsai
Google Drive
File Management & Storage, Google
Integrate HubSpot with BonsaiIntegrate HubSpot with Bonsai
HubSpot
Marketing Automation
Integrate Google Sheets with BonsaiIntegrate Google Sheets with Bonsai
Google Sheets
Google, Spreadsheets
Integrate Slack with BonsaiIntegrate Slack with Bonsai
Slack
Team Chat
Integrate Tally with BonsaiIntegrate Tally with Bonsai
Tally
Forms & Surveys
Integrate Airtable with BonsaiIntegrate Airtable with Bonsai
Airtable
Databases
Integrate Google Drive with BonsaiIntegrate Google Drive with Bonsai
Google Drive
File Management & Storage, Google
Integrate HubSpot with BonsaiIntegrate HubSpot with Bonsai
HubSpot
Marketing Automation
Integrate Google Sheets with BonsaiIntegrate Google Sheets with Bonsai
Google Sheets
Google, Spreadsheets
Integrate Slack with BonsaiIntegrate Slack with Bonsai
Slack
Team Chat
Integrate Tally with BonsaiIntegrate Tally with Bonsai
Tally
Forms & Surveys
Integrate Airtable with BonsaiIntegrate Airtable with Bonsai
Airtable
Databases
Integrate Notion with BonsaiIntegrate Notion with Bonsai
Notion
Task Management
Integrate Fathom with BonsaiIntegrate Fathom with Bonsai
Fathom
AI Meeting Assistants
Integrate Xero with BonsaiIntegrate Xero with Bonsai
Xero
Accounting

Top companies trust Zapier to automate work and free up time

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Launch your first automated workflow

  • Log new paid Bonsai invoices in a Google Sheet

    • Bonsai logo
    • Google Sheets logo
    Bonsai + Google Sheets
  • Create folders in Google Drive for newly signed contracts in Bonsai

    • Bonsai logo
    • Google Drive logo
    Bonsai + Google Drive
  • Create tasks in ClickUp when new proposals are accepted in Bonsai

    • Bonsai logo
    • ClickUp logo
    Bonsai + ClickUp
  • Create new Bonsai clients from newly created or updated HubSpot contacts

    • HubSpot logo
    • Bonsai logo
    HubSpot + Bonsai
  • Get SMS alerts when new contracts are signed in Bonsai

    • Bonsai logo
    • SMS by Zapier logo
    Bonsai + SMS by Zapier
  • Subscribe new Bonsai clients to a Mailchimp list

    • Bonsai logo
    • Mailchimp logo
    Bonsai + Mailchimp
  • Log new paid Bonsai invoices in a Google Sheet

    • Bonsai logo
    • Google Sheets logo
    Bonsai + Google Sheets
  • Create folders in Google Drive for newly signed contracts in Bonsai

    • Bonsai logo
    • Google Drive logo
    Bonsai + Google Drive
  • Create tasks in ClickUp when new proposals are accepted in Bonsai

    • Bonsai logo
    • ClickUp logo
    Bonsai + ClickUp
  • Create new Bonsai clients from newly created or updated HubSpot contacts

    • HubSpot logo
    • Bonsai logo
    HubSpot + Bonsai
  • Get SMS alerts when new contracts are signed in Bonsai

    • Bonsai logo
    • SMS by Zapier logo
    Bonsai + SMS by Zapier
  • Subscribe new Bonsai clients to a Mailchimp list

    • Bonsai logo
    • Mailchimp logo
    Bonsai + Mailchimp
  • Send Bonsai proposal view notifications to a Slack channel

    • Bonsai logo
    • Slack logo
    Bonsai + Slack
  • Add new Bonsai clients to a Kit sequence

    • Bonsai logo
    • Kit logo
    Bonsai + Kit
  • Create blocks on specific pages in roam-bot for newly accepted Bonsai proposals

    • Bonsai logo
    • roam-bot logo
    Bonsai + roam-bot
  • Create Slack channel messages for new signed contracts in Bonsai

    • Bonsai logo
    • Slack logo
    Bonsai + Slack
  • Send Slack channel messages for newly paid Bonsai invoices

    • Bonsai logo
    • Slack logo
    Bonsai + Slack
  • Send Slack channel messages when new proposals are accepted in Bonsai

    • Bonsai logo
    • Slack logo
    Bonsai + Slack
    • Send Bonsai proposal view notifications to a Slack channel

      • Bonsai logo
      • Slack logo
      Bonsai + Slack
    • Add new Bonsai clients to a Kit sequence

      • Bonsai logo
      • Kit logo
      Bonsai + Kit
    • Create blocks on specific pages in roam-bot for newly accepted Bonsai proposals

      • Bonsai logo
      • roam-bot logo
      Bonsai + roam-bot
    • Create Slack channel messages for new signed contracts in Bonsai

      • Bonsai logo
      • Slack logo
      Bonsai + Slack
    • Send Slack channel messages for newly paid Bonsai invoices

      • Bonsai logo
      • Slack logo
      Bonsai + Slack
    • Send Slack channel messages when new proposals are accepted in Bonsai

      • Bonsai logo
      • Slack logo
      Bonsai + Slack

    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.

    • Bonsai triggers, actions, and search
      Contract Signed

      Triggers when a contract is signed by your contact (client or contractor).

      Trigger
      Instant
      Try It
    • Bonsai triggers, actions, and search
      Event Scheduled

      Triggers when a new event is booked via Scheduling

      Trigger
      Instant
      Try It

    For builders

    Let your AI safely access Bonsai

    Go beyond Zap workflows. Install Zapier in your AI to call Bonsai actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

    No code

    Call actions in natural language with Zapier MCP

    Act in Bonsai from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

    Example actions on this page

    • Create Client
    • Create Deal

    Works with

    Claude · ChatGPT · Cursor · Any MCP-compatible AI

    Install Zapier MCP
    Code

    Work in code with the Zapier SDK

    Expose Bonsai actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

    Install

    npm install @zapier/zapier-sdk
    npm install -D @zapier/zapier-sdk-cli
    zapier-sdk login
    # create a Bonsai connection @ https://zapier.com/es/app/assets/connections

    Run an action

    // Typescript
    import { createZapierSdk } from "@zapier/zapier-sdk";
    
    const zapier = createZapierSdk();
    
    const { data: connection } = await zapier.findFirstConnection({ app: "bonsai", owner: "me" });
    
    await zapier.runAction({
      app: 'bonsai',
      action: 'create_client',
      connection: connection.id,
      input: {
        {inputKeyValuePairs}
      },
    });
    Open the SDK docs

    Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

    Bonsai Help & Support

    Common questions

    bonsai logo
    About Bonsai
    Bonsai is a business management platform designed to help agencies and professional service companies deliver great client work.
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    Popular Bonsai Integrations

    • Google Drive
    • HubSpot
    • Google Sheets
    • Slack
    • Tally