Bonsai and Salesflare
How to connect Bonsai
- Via Zapier — 15 operations available. Set it up ↗
What you can automate
- When deal Updated in Bonsai, create opportunity in Salesflare.
- When form Submitted in Bonsai, find or create contact in Salesflare.
- When invoice Paid in Bonsai, create opportunity, then find or create contact in Salesflare.
- When task Updated in Bonsai, create task in Salesflare.
- When new Opportunity in Salesflare, create Deal in Bonsai.
- When new Task in Salesflare, create Task in Bonsai.
About Bonsai
Bonsai is a business management platform designed to help agencies and professional service companies deliver great client work.
Bonsai operations on Zapier
Triggers (10)
Start a workflow when this happens
- Contract Signed — Triggers when a contract is signed by your contact (client or contractor).
- Contract Viewed — Triggers when a contract is viewed.
- Deal Updated — Triggers when a deal is updated in Bonsai.
- Event Scheduled — Triggers when a new event is booked via Scheduling
- Form Submitted — Triggers when a new form response is submitted.
Show 5 more triggers
- Invoice Paid — Triggers when an invoice is paid.
- Invoice Viewed — Triggers when an invoice is viewed by the client.
- Proposal Accepted — Triggers when a proposal is accepted by the client.
- Proposal Viewed — Triggers when a proposal is viewed by the client.
- Task Updated — Triggers when a task is updated in Bonsai.
Actions (5)
Things Salesflare can make it do
- Create Client — Creates a client lead on Bonsai
- Create Deal — Creates a new deal in Bonsai
- Create Project — Creates a project
- Create Task — Creates a new task in Bonsai
- Create Tasks From Template — Adds tasks from a task template in Bonsai
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