Bonsai integration with Slack
How to Send Bonsai proposal view notifications to a Slack channel
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send Bonsai proposal view notifications to a Slack channel" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Bonsai integrations
Bonsai actions
Nekton can use any feature that is available in Bonsai API.
Using our advanced AI, you can easily create custom automations for Bonsai.
Here are some typical actions you can do in your automated workflows.
Create Client
Creates a client lead on Bonsai
Create Project
Creates a project
Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Invoice Paid
Triggers when an invoice is paid.
Proposal Accepted
Triggers when a proposal is accepted by the client.
Contract Viewed
Triggers when a contract is viewed.
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