From your HelloBonsai form, navigate to the “Share Form” section to launch the dialog box.
Locate the “Public Link” option to generate a link. Copy the link to your clipboard – now you’re ready for the next step.
In your Motion.io account, select the client portal you’d like to add the HelloBonsai form to from the left-hand sidebar, then navigate to Settings > Integrations > Add Tab.
In the Integration Tab editor, give your Tab a client-facing name in the “Title” section and enter any additional information for the client in the “Description” area.
Finally, click the “App Embed Code” dropdown near the bottom of the Integration Tab Editor and paste the generated link you copied from HelloBonsai into the window. Click “Save.”
Load your Motion.io portal up – your HelloBonsai form is now live!
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?
Assign tasks, share files, and embed your favorite apps in fully customizable & loginless portals both you and your clients will love.