Zapier is a powerful tool that allows you to automate tasks between multiple online apps, such as Bonsai, QuickBooks, Slack and more!

With Zapier, you can create automated workflows called "Zaps" that connect these apps, streamlining your processes and saving you time with no coding involved.

Each Zap consists of a Trigger and one or more Actions:

To start, you will need to have a Zapier account. Sign up for free on Zapier's website here. Once you have an account, you're ready to set up integrations with Bonsai.

Within Bonsai, select your profile icon in the bottom lefthand corner > select 'Settings' and navigate to the Integrations & Data page.

Click on the 'Zapier' option to set up your connection between Bonsai and Zapier:

Under the Zapier integration, click "Generate new API key" and copy your new API key:

From here, head over to Zapier to sign into Bonsai. You can either look up 'Bonsai' or connect to our app directly to Bonsai's app page on Zapier.

Use the API key sourced from Bonsai in the previous steps, and paste it into the designated 'API Key' field on Zapier. From here, click on 'Yes, Continue to Bonsai'.

That's it - you're ready to create automations between Zapier and Bonsai!

This works great to streamline workflows. There are many ways to use this, all you need to do is find your apps to send your data to.

Here's how it works:

Create the Zap. Ensure that Bonsai is selected as the app under the 'Event' section. Then, use the dropdown menu to select your Trigger event.

The second step will have you confirm that there's an established connection between your Zapier and Bonsai accounts. Click on 'Continue' to move to the next step.

Next, Zapier will prompt you to set up a test trigger. Follow the prompts to select a record and create an associated Action:

This works great to send information from other tools to Bonsai. For example, if you're collecting leads via Jotform, Typeform, or Calendly, you can make sure that information automatically lands in your Bonsai Clients or Projects list.
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Simply create a zap and select Bonsai as the app. Then, set your desired Action event.

The following trigger and action events are available with Bonsai currently. If there's a specific one you would like to see in the future, let us know!

Triggers:

Actions:

If you have any additional questions about our integration offerings, contact Bonsai's Support team at support@hellobonsai.com. For help with Zapier and setting up Zaps and integrations, reach out to contact@zapier.com.