Connect Ambivo and BONZO

Both apps 41Ambivo 24BONZO 17

• Trigger
  Contact Status Updated

  Triggers when the status of a contact is updated.

• Trigger
  Lead Status Updated

  Triggers when the status of a lead is updated.

• Trigger
  New Contact

  Triggers when a new contact record is created.

• Trigger
  New Lead

  Triggers when a new lead is created.

• Action
  Add account

  /crm/accounts on fapi.ambivo.com. Creates a company account.

• Action
  Add appointment

  /reports/appointments on fapi.ambivo.com.

• Action
  Add invoice

  /crm/invoices on fapi.ambivo.com.

• Action
  Add order

  /crm/orders on fapi.ambivo.com.

• Action
  Add task

  /crm/tasks on fapi.ambivo.com.

• Action
  Create Contact

  Creates a New Contact or returns an updated contact.

• Action
  Create Lead

  Creates a New Lead or returns an updated lead.

• Action
  Delete task

  /crm/tasks/{task_id} on fapi.ambivo.com.

• Action
  List accounts

  /crm/accounts on fapi.ambivo.com.

• Action
  List appointments

  Lists appointments in the Ambivo account.

• Action
  List contacts

  /crm/contacts on fapi.ambivo.com.

• Action
  List invoices

  Lists invoices with optional MongoDB-style match_filter_dict, sort and created-date range; returns the invoice records.

• Action
  List leads

  /crm/leads on fapi.ambivo.com.

• Action
  List orders

  Lists orders with optional MongoDB-style match_filter_dict, sort and created-date range; returns the order records.

• Action
  Update account

  /crm/accounts/{account_id} on fapi.ambivo.com.

• Action
  Update contact

  /crm/contacts/{contact_id} on fapi.ambivo.com. Updates fields of a contact.

• Action
  Update invoice

  /crm/invoices/{invoice_id} on fapi.ambivo.com.

• Action
  Update lead

  /crm/leads/{lead_id} on fapi.ambivo.com. Updates fields of a lead.

• Action
  Update order

  /crm/orders/{order_id} on fapi.ambivo.com.

• Action
  Update task

  /crm/tasks/{task_id} on fapi.ambivo.com.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.