Bonsai and RowShare

Easily integrate Bonsai and RowShare without any code.

Bonsai

Bonsai is a business management platform designed to help agencies and professional service companies deliver great client work.

RowShare

Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

Check out our other integrations

How the Integration Works

RowShare integrates with Bonsai through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).

When this happens in RowShare

Automatically do that in Bonsai

Or the other way round:

When this happens in Bonsai

Automatically do that in RowShare

Bonsai Triggers and Actions

Below is a list of triggers and actions available on Bonsai via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.

Triggers

Proposal Viewed

Triggers when a proposal is viewed by the client.

Event Scheduled

Triggers when a new event is booked via Scheduling

Invoice Paid

Triggers when an invoice is paid.

Contract Viewed

Triggers when a contract is viewed.

Proposal Accepted

Triggers when a proposal is accepted by the client.

and 3 more triggers

Bonsai doesn't offer (yet) any Trigger on Zapier.

Actions

and more actions

Bonsai doesn't offer (yet) any Action on Zapier.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row

Triggers when a row is created or updated in a specific table.

Column Changed

Triggers when a value has changed in a specific column.

New Row

Triggers when a new row is created in a specific table.

Row Status Changed

Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row

Assigns a row to a new owner.

Edit Row

Modifies an existing row.

Find Row

Finds a row based on an exact match for a given column.

Create Row

Creates a new row in the table.

Find Row by ID

Loads a row based on its ID.

Link Rows [Advanced]

Links a row to a parent row in another table. This is an advanced action: to be used with caution.