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 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.

Step 4:

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.”

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.