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.
Note: To confirm if your paid subscription has access to the workflow automations feature, visit our pricing page.
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!