Integrations
Bonsai integration
Bonsai is an all-in-one business management platform designed for freelancers and small agencies. It handles contracts, proposals, invoicing, time tracking, and client management in a unified workspace.
Bonsai is an all-in-one business management platform designed for freelancers and small agencies. It handles contracts, proposals, invoicing, time tracking, and client management in a unified workspace.
Integrate Bonsai with CodeWords to automate freelance business operations including proposal generation, contract management, invoicing, and client communications.
Create proposals automatically. When opportunities arise in your CRM or project management system, CodeWords generates customized Bonsai proposals using client information, service details, and pricing templates, ready for review and sending.
Send contracts upon acceptance. After a client accepts a proposal, CodeWords creates the corresponding contract in Bonsai, populates it with project terms, and sends it for electronic signature while notifying your team.
Track time and generate invoices. CodeWords monitors completed work logged in Bonsai and automatically generates invoices based on time entries, fixed milestones, or recurring billing schedules according to contract terms.
Update project status. As work progresses and milestones are reached in Bonsai, CodeWords syncs status updates to your project management tools and client portals, keeping all stakeholders informed without manual updates.
Send payment reminders. CodeWords monitors invoice due dates in Bonsai and sends friendly payment reminders through your communication channels at defined intervals before and after due dates until payment is received.
Process payment notifications. When clients pay invoices through Bonsai, CodeWords receives payment confirmations and updates your accounting system, marks projects as paid, and triggers thank-you messages or next project discussions.
Manage client information. CodeWords synchronizes client data between Bonsai and your CRM, ensuring contact details, project history, and communication preferences stay consistent across all platforms you use.
Generate financial reports. CodeWords compiles revenue data, outstanding invoices, and payment trends from Bonsai into comprehensive financial reports that help you track business performance and plan for growth.
Build seamless onboarding workflows where new client information triggers Bonsai proposal creation. CodeWords manages the flow from initial proposal through contract signing, project setup, and first invoice generation.
Create retainer client workflows where CodeWords generates monthly Bonsai invoices based on contract terms. Track hours against retainers, alert when limits are approaching, and handle renewal or adjustment processes automatically.
Design project workflows that coordinate Bonsai invoicing with milestone completion. CodeWords monitors project progress, generates invoices when deliverables are approved, and updates financial forecasts based on upcoming milestones.
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Describe what you need. Cody handles the build, the connections, and the deployment.