Connect BONZO and CleverReach

Both apps 39BONZO 17CleverReach 22

• 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.

• Trigger
  New Campaign

  Triggers when a new mailing campaign is created.

• Trigger
  New Subscriber

  Triggers when a new subscriber is added to a specified integration list.

• Trigger
  New Unsubscriber

  Triggers when any current subscriber unsubscribes from a specified list.

• Action
  Add attribute

  Create a global attribute.

• Action
  Add group

  Create a group (receiver list).

• Action
  Add mailing

  Create a mailing.

• Action
  Add Order Item

  Add a new order item for subscriber.

• Action
  Add subscriber tags

  Add tags to a receiver.

• Action
  Add/Update Subscriber

  Adds a new subscriber in a selected list. Can be used to update an existing subscriber too.

• Action
  Delete group

  Delete a group (receiver list).

• Action
  Delete subscriber

  Delete a receiver from a group.

• Action
  Delete subscriber tags

  Remove tags from a receiver.

• Action
  Find Subscriber

  Search for subscribers in all lists in CleverReach. If found, the subscriber data will be returned along with the list id.

• Action
  Get group

  Get a group (receiver list) by id.

• Action
  Get mailing

  Get a mailing by id.

• Action
  Get subscriber

  Get a receiver by id or email.

• Action
  List attributes

  List attributes.

• Action
  List groups

  List all groups (receiver lists).

• Action
  List mailings

  List mailings.

• Action
  List subscribers

  List receivers in a group.

• Action
  Unsubscribe Email

  Unsubscribes an email address from a selected list.

• Action
  Update group

  Update a group (receiver list).

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