Bonsai For Gravity Forms

Connect Gravity Forms to Bonsai

Integrate Gravity Forms with Bonsai to automate your freelance workflows. Create clients, projects, contracts, and more directly from form submissions.

Create Clients from Form Submissions

Automatically add new clients to your Bonsai account when someone fills out a form. Map essential fields like name, email, company, and phone number for quick onboarding.

Generate Projects Automatically

Use form submissions to kick off new projects in Bonsai. Assign them to clients and pre-fill details like project title, budget, and deadlines.

Send Contracts or Proposals

Trigger the creation of a new contract or proposal in Bonsai using mapped form fields — ideal for onboarding, freelancing, or service agreements.

Create Invoices or Estimates

Build invoices or estimates automatically based on form responses. Perfect for quote request forms or project cost estimators.

Task Automation

Convert submitted work requirements into Bonsai tasks. Assign due dates, priorities, and even auto-link tasks to active projects.

Field Mapping for Precision

Map Gravity Forms fields to any Bonsai object field to ensure data accuracy — including custom fields like service type, payment terms, or scope.

Conditional Logic Integration

Use Gravity Forms’ conditional logic to only send data to Bonsai when certain conditions are met — like a specific service selection or approval checkbox.

Manual or Automatic Submission

Automatically send form data to Bonsai on submission, or manually push entries from the admin panel if review is needed first.

Activity Logs & Tracking

Monitor which submissions were sent to Bonsai, along with timestamps, status, and any errors for fast troubleshooting.

Error Alerts

Receive email notifications if a submission fails to reach Bonsai, ensuring nothing slips through the cracks.