Bonsai
Business management software for agencies and freelancers covering projects, time and invoices.
- Category
- Productivity & Collaboration
- Type
- Professional services automation
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Access token
- Docs
- Bonsai API docs
02Data
What you can sync.
- Clients
- Deals
- Projects
- Tasks
- Time entries
- Invoices
Track Bonsai clients next to the business results they serve, in DataPrism BI and AI Minds.
Need more? Name any other Bonsai data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An access token
Bonsai uses an access token. You add the credentials once, when the AI asks for them, and it tells you where to create them in Bonsai if you need help.
04How it works
How it works in DataMind.
-
Pick Bonsai.
Open Lake, pick Bonsai in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Bonsai API docs.
-
Answer a few questions.
The AI reads the Bonsai documentation, then asks which credentials you will use, which data to sync (for example clients and deals), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Bonsai data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
05Related
More like Bonsai.
AcceloProfessional services automation
KantataProfessional services automation
Productive.ioProfessional services automation
ScoroProfessional services automation
AvazaProfessional services automation
ForecastProfessional services automation
PlutioProfessional services automation
WorkflowMaxProfessional services automation