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Provider Summary
manage client records
create and send proposals
generate contracts with e-signatures
create and track invoices
manage projects and tasks
track time and billable hours
manage sales pipeline deals
schedule events and meetings
collect form responses
track document view events
Create and list clients, projects, deals, and tasks in Bonsai. Read task details, discover team members and task board columns, and apply saved task templates.
Task operations and team/status discovery use the Bonsai public API. Generate an access token in Settings → Integrations → API. Client, project, deal, and task-template tools retain the existing connector routes; their endpoint contracts are not published in the public API reference and may require a legacy Zapier key. See API coverage and limitations.
This integration is licensed under the FSL-1.1.
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