How do you connect HelloBonsai Forms to Motion.io?
Learn how to embed HelloBonsai forms directly into your Motion.io client portals.
Connecting HelloBonsai Forms to Motion.io:
Step 1:
From your HelloBonsai form, navigate to the “Share Form” section to launch the dialog box.
Step 2:
Locate the “Public Link” option to generate a link. Copy the link to your clipboard – now you’re ready for the next step.
Step 3:
In your Motion.io account, select the client portal you’d like to add the HelloBonsai form to, click “Pages” and then “Other Embeds” from the list of integrations.
In the portal page editor, give your new page a client-facing name in the “Title” section and enter any additional information for the client in the “Description” area.
Step 4:
Finally, paste the generated link you copied from HelloBonsai into the “App Embed Code” window near the bottom of the portal page editor. Click “Save.”
Step 5:
Load your Motion.io portal up – your HelloBonsai form is now live!
Final thoughts:
Ta-da! Your HelloBonsai form is now fully available within your Motion.io portal and is ready to share with your team.
What will you integrate next?
At last, a simple client portal
Assign tasks, share files, and embed your favorite apps in fully customizable & loginless portals both you and your clients will love.