Automate your Bonsai workflow with Zapier

Bonsai now integrates with Zapier to help you connect with 1,000 other tools and software.
Explore over 1,000 other tool and software integrations with Bonsai.
Table of contents
Explore over 1,000 other tool and software integrations with Bonsai.
Discover Bonsai all-in-one business management software.
Get started
Get started
Explore over 1,000 other tool and software integrations with Bonsai.
Discover Bonsai all-in-one business management software.
Get started
Get started

At Bonsai, we believe in the power of automating your workflow. Whether it's through Bonsai and its different tools for creating agreement templates, quotation templates, scope of work templates, or between the tools you use daily to get the best of your time.

For this same reason, we've decided to integrate with our friends at Zapier to let you use Bonsai with more than 1,000 other tools and software and get your workflow to a new level.

Introducing Zapier

Zapier enables you to automate tasks between multiple online apps (like Bonsai, Quickbooks and Slack).

Bonsai integrations

By creating "Zaps", you can set up a simple integration between two services. For example, you can create a Zap so that any freelance invoice template paid through Bonsai (the "Trigger") is automatically sent to your Quickbooks account (the "Action").

We have prepared several Zaps you can get a feeling of what you can accomplish with Bonsai and Zapier. Turning them on should take less than a minute and provide you with some nice and useful automation.

Bonsai zaps

Using Bonsai with Zapier

You can currently use Zapier with the following actions:

  • Proposal viewed: Triggers when a proposal is viewed by the client.
  • Proposal accepted: Triggers when a proposal is accepted by the client.
  • Contract viewed: Triggers when a contract is viewed.
  • Contract signed: Triggers when a contract is signed by your contact (client or contractor).
  • Invoice viewed: Triggers when an invoice is viewed by the client.
  • Invoice paid: Triggers when an invoice is viewed by the client.

Those actions should help you get started and cover most of your needs.

The team is constantly adding new actions to Zapier so if you'd like to see more actions, feel free to reach out to the team and we'll add them to our list.

Using Bonsai on the go

If you want more freedom or prefer to use your mobile devices, Bonsai is available besides web on:

If you want to read more about the story of our app click here.

Happy freelancing!

Frequently asked questions
How can I automate my workflow using Zapier with Bonsai?
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You can automate your workflow using Zapier with Bonsai by setting up integrations called 'Zaps' that connect Bonsai with over 1,000 other tools and software. This allows you to automate tasks like sending freelance invoice templates from Bonsai to Quickbooks automatically.
How do I trigger actions in Bonsai using automation tools?
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You can trigger actions in Bonsai using automation tools like Zapier by setting up actions such as Proposal viewed, Proposal accepted, Contract viewed, Contract signed, Invoice viewed, and Invoice paid. This helps streamline your workflow and saves time.
What are the benefits of integrating Bonsai with other software?
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Integrating Bonsai with other software using tools like Zapier allows you to enhance your workflow efficiency by automating repetitive tasks, ensuring data consistency across platforms, and improving overall productivity.
How can I get started with integrating Bonsai and Zapier for workflow automation?
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To get started with integrating Bonsai and Zapier for workflow automation, you can explore the pre-built Zaps provided by Bonsai to see examples of automation possibilities. Then, create your custom Zaps to connect Bonsai with other tools and optimize your workflow.
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