Integrate bonsai with your favorite apps
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before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
Real-world use cases of bonsai integrations
See how bonsai integrates with popular apps to automate tasks and streamline your workflow.
Create a Slack alert when a Bonsai client signs, so account owners can start work.
Send Gmail onboarding emails from Bonsai when a new client is added to the account.
Push paid Bonsai invoices to QuickBooks for cleaner books and fewer manual entries.
Log Bonsai payment totals in Google Sheets after each client payment for monthly reporting.
Update your CRM when a Bonsai project closes, so sales can follow up.
Route Bonsai expense records to your spreadsheet for faster finance reviews and audits.
How to get started with bonsai automations
Automate when something happens in bonsai
Login -> Create new flow -> Select trigger -> Search bonsai -> Choose the trigger from the list
Take action in bonsai when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search bonsai -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
Common automations include creating clients from leads, generating and sending proposals/contracts, syncing invoices and payments to accounting, starting projects after signatures, and automated reminders for overdue invoices.
No. viaSocket provides simple building blocks and templates you can customize through a visual interface. Typical setups are done by business operators without coding.
Yes. viaSocket can run AI prompts to draft scope, pricing, or contract language, then automatically create a Bonsai proposal/contract for review — speeding proposal turnaround while keeping you in control.
viaSocket connects via Bonsai's API using secure authentication. You authorize the connection once and then select which actions and data you want automated.
viaSocket follows industry-standard encryption for data in transit and at rest and only accesses data you authorize. Integrations are limited to the permissions you grant.
About bonsai
Bonsai is the only tool you need to run your business. Manage your clients, deliver great work, get paid, and track your finances.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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