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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
See how bonsai integrates with popular apps to automate tasks and streamline your workflow.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
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.
Bonsai is the only tool you need to run your business. Manage your clients, deliver great work, get paid, and track your finances.
Learn MoreviaSocket 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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