--- title: "Connect Alegra and BONZO - APIANT.ai" description: "When \"New Contact\" fires in Alegra, your agent runs \"Add prospect to do-not-contact list\" in BONZO." canonical: "https://apiant.ai/connect/alegra-to-bonzo" --- # Connect Alegra and BONZO When **New Contact** fires in [Alegra](https://apiant.ai/connections/alegra), your agent runs **Add prospect to do-not-contact list** in [BONZO](https://apiant.ai/connections/bonzo), or **New People From Campaigns** in BONZO to **Create Contact** in Alegra. Describe the whole flow and it is built, tested on every scenario and kept running. Alegra **4** triggers Alegra **16** actions BONZO **1** trigger BONZO **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Alegra and BONZO to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Alegra and BONZO can do together ### From Alegra to BONZO - When **New Contact** in Alegra then **Add prospect to do-not-contact list** in BONZO - When **New Estimate** in Alegra then **Add task** in BONZO ### From BONZO to Alegra - When **New People From Campaigns** in BONZO then **Create Contact** in Alegra - When **New People From Campaigns** in BONZO then **Create Contact in Colombia** in Alegra Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Alegra and BONZO ## Triggers and actions 5 triggers ยท 32 actions - Trigger **New Contact** Triggers when a new contact is created in your Alegra account. - Trigger **New Estimate** Triggers when a new quote (estimate) is created in your Alegra account. - Trigger **New Invoice** Triggers when a new sales invoice is created in your Alegra account. - Trigger **New Item** Triggers when a new product or service is created in your Alegra account. - Action **Create Contact** Creates a contact (client or provider) in your Alegra account. Returns the created contact. - Action **Create Contact in Colombia** Creates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Returns the created contact. - Action **Create Tax** Creates a tax in your Alegra account that can then be applied to items and invoices. Returns the created tax. - Action **Find Contact** Searches the contacts in your Alegra account by name or identification. Returns the matching contacts. - Action **Find Contact in Argentina** Searches the contacts in an Alegra account on the Argentinian version by name or CUIT. Returns the matching contacts. - Action **Find Contact in Chile** Searches the contacts in an Alegra account on the Chilean version by name or RUT. Returns the matching contacts. - Action **Find Contact in Colombia** Searches the contacts in an Alegra account on the Colombian version by name or NIT. Returns the matching contacts. - Action **Find Contact in Costa Rica** Searches the contacts in an Alegra account on the Costa Rican version by name or identification. Returns the matching contacts. - Action **Find Contact in Mexico** Searches the contacts in an Alegra account on the Mexican version by name or RFC. Returns the matching contacts. - Action **Find Contact in Panama** Searches the contacts in an Alegra account on the Panamanian version by name or identification. Returns the matching contacts. - Action **Find Contact in Peru** Searches the contacts in an Alegra account on the Peruvian version by name or RUC. Returns the matching contacts. - Action **Find Invoice** Searches the sales invoices in your Alegra account by number, client, date or status. Returns the matching invoices. - Action **Find Item** Searches the products and services in your Alegra account. Returns the matching items. - Action **Find Tax** Finds a tax in your Alegra account by name. Returns the matching tax and its id. - Action **Update Contact** Updates a contact in your Alegra account. Only the values you supply are changed. Returns the updated contact. - Action **Update Contact in Colombia** Updates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Only the values you supply are changed. - Trigger **New People From Campaigns** Triggers when a new person (prospect) is added to the selected Bonzo campaign. - Action **Add note** Adds a note to a prospect in Bonzo. - Action **Add prospect to do-not-contact list** Adds a prospect to the do-not-contact (DNC) list so they are no longer contacted, and returns the updated prospect. - Action **Add task** Creates a task in Bonzo, optionally linked to a prospect and assigned to a team member. - Action **Change Prospects Assignee** Changes which team member a prospect is assigned to. - Action **Create Prospect in Pipeline Stage** Creates a new prospect in Bonzo and places them in the chosen pipeline stage. - Action **Delete prospect** Deletes a prospect from Bonzo. - Action **Find Prospect** Finds prospects whose email address matches the one you supply and returns the matching prospect records. - Action **Get prospect** Returns the full details of a Bonzo prospect by ID, including contact info, campaigns, pipeline stage and custom field values. - Action **List campaigns** Returns the campaigns in your Bonzo account, including each campaign's name, prospect count and sequence. - Action **List pipelines** Returns the pipelines in your Bonzo account, each with its stages. - Action **Move Prospect to Campaign** Moves an existing prospect into the chosen campaign and returns the updated prospect. - Action **Move Prospect to Pipeline Stage** Moves a prospect into a chosen pipeline stage in Bonzo. - Action **Send email** Sends an email to a Bonzo prospect and returns the resulting message record. - Action **Send SMS** Sends an SMS (or MMS with an attachment) to a Bonzo prospect. - Action **Update Prospect** Updates an existing Bonzo prospect's contact details, address, assignee, tags and co-borrower information. - Action **Update task** Updates an existing task in Bonzo, such as its title, type, due date, assignee or completion state. ## Each app on its own - [ **Alegra** Alegra is an accounting and billing app designed for Latin American managers.](https://apiant.ai/connections/alegra) - [ **BONZO** Bonzo is a multi-channel communication tool that keeps you top of mind.](https://apiant.ai/connections/bonzo) Reviews ## What our customers say ## More from Alegra - [ **Alegra to Geckoboard** Geckoboard is a dashboard tool for displaying KPIs and live business metrics on TV dashboards.](https://apiant.ai/connect/alegra-to-geckoboard) - [ **Alegra to OnceHub** Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.](https://apiant.ai/connect/alegra-to-oncehub) - [ **Alegra to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/alegra-to-hubspot) - [ **Alegra to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/alegra-to-salesforce) - [ **Alegra to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/alegra-to-slack) - [ **Alegra to Google Sheets** Google Sheets](https://apiant.ai/connect/alegra-to-google-sheets) ## More into BONZO - [ **ActiveCampaign to BONZO** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-bonzo) - [ **Airtable to BONZO** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-bonzo) - [ **Asana to BONZO** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-bonzo) - [ **2Chat to BONZO** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-bonzo) - [ **3Scribe to BONZO** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-bonzo) - [ **5pm to BONZO** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-bonzo) Questions ## Alegra and BONZO, answered ### ### What can start an automation from Alegra? Any of Alegra's 4 triggers in the catalog, including New Contact, New Estimate, New Invoice and New Item. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in BONZO when something happens in Alegra? Any of BONZO's 16 actions, including Create Prospect in Pipeline Stage, Send email, Send SMS and Update Prospect. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from BONZO to Alegra? Yes. When something happens in BONZO, your agent can act in Alegra too. This page covers both directions: BONZO's triggers and Alegra's actions are listed here as well. ### ### Do I have to build a connector for Alegra or BONZO? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Alegra and BONZO without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.