Bring Bonsai space options into client intake follow-up
When a new client intake prompts infrastructure planning, Notis can retrieve the current Bonsai space list for quick review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Bonsai Spaces
Why this helps
Client intake creates follow-up decisions, and checking infrastructure options separately adds another context switch.
- Review the currently available Bonsai spaces in one run.
- Keep space discovery close to the client intake that prompted it.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Bonsai once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a prompt to list Bonsai spaces when a client intake follow-up is ready.
- 3Choose notis_webhook as the trigger for an HTTP request to start the workflow.
- 4Choose where run reports should go, then test with one real intake example.
Questions about this workflow
Can this workflow create a Bonsai project or invoice?
No. The listed Bonsai actions only retrieve cluster or space information.
What does the space list include?
It retrieves available spaces so you can review server groups and geographic regions for the account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Bonsai. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Bonsai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Bonsai Cluster Details
Retrieves details about a cluster.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Retrieve Space Details
Retrieves details about a space.
List Spaces
Lists available spaces.
Connect any two apps with Notis in the middle.
Agencyzoom and Bonsai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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