Workflow automations

Bonsai's workflow automations are simple to set up and save you hours each week.

Updated over a week ago

Taking a closer look at automations

Automations are a great way to reduce manual steps in your workflow while still delivering the best client experience.

With Bonsai, you can set up automatic actions to be performed on your behalf when a key event happens. For example when a client signs a contract, automatically send them an email. Or when a client fills out a form, automatically invite them to book a meeting with you.

Automations are available to customers on the Professional and Business plans.

How to set up automations

To set up automations, navigate to Clients > Automations:

If you haven't set up an automation before, you'll be prompted to create a 'New Automation':

Similarly, if you have created an automation before but would like to create a new one, select 'New Automation':

Once you have selected this, you'll see a pop-up window appear. Here, you can select from a list of Triggers and a list of Automatic Actions.

A trigger will be the initial event and the automatic action will be the event that follows:

Triggers

  • When a Contract is signed

  • When a Proposal is accepted

  • When a Proposal is accepted or a Contract is signed

  • When the first Invoice of a Project is paid

  • When a Form is filled out

  • When a Project is marked completed

Automatic actions

  • Send a message (via email)

  • Send a Form

  • Schedule a meeting with Bonsai scheduler

  • Receive your Calendly link to schedule a meeting

One common workflow we see users automating is onboarding new clients. You can do this by embedding an intake Form to your website (or send the form manually) and let your clients automatically schedule a meeting.

If you're not familiar with our Forms feature, you can learn more about it here!

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