Bonsai + SMS by Zapier

Send sms for viewed invoices in Bonsai with SMS by Zapier

Stay connected with your clients the instant they view their invoice in Bonsai by sending them an SMS notification. With this workflow, every time an invoice is viewed in the Bonsai app, it will immediately trigger a SMS to be sent using the SMS by Zapier app. This allows you to swiftly communicate with your clients, enhancing the relationship and boosting efficiency.

When this happens...
Invoice Viewed
Triggers when an invoice is viewed by the client.
TriggerInstant
automatically do this!
Send SMS
Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
ActionWrite

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Supported triggers and actions

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
Try It
Proposal Viewed
Triggers when a proposal is viewed by the client.
Trigger
Instant
Try It

- 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

Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
Try It
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
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 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
- Send V 2 Copy
- From Number
- MessageRequired
Action
Write