Connect BONZO and Common Room

Both apps 30BONZO 17Common Room 13

• 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
  Custom Fields List

  Triggers when a new contact custom field is added to the Common Room community.

• Trigger
  Segment Status List

  Triggers when a new status is added to the selected Common Room segment.

• Action
  Add Activity From Third Party Source

  Adds an activity from a third-party system to a Common Room API signal source, or updates an activity previously added with the same activity ID and type.

• Action
  Add Common Room Contact to Segment

  Adds one or more existing Common Room contacts to an existing segment, identified by email, Twitter, GitHub or LinkedIn, optionally setting their segment status.

• Action
  Add Organization From Third Party Source

  Adds an organization to a Common Room API source, or updates the organization previously added with the same domain.

• Action
  Add or Update a Contact Custom Field

  Sets the value of a contact custom field on a Common Room contact, creating or updating the contact in an API signal source.

• Action
  Add tag

  Creates a tag in Common Room, or returns the existing tag if one with the same name already exists.

• Action
  Delete tag

  Deletes a tag and removes it from everywhere it was applied. A tag that segments or workflows still use can't be deleted.

• Action
  Get tag

  Returns a Common Room tag by its id, including its name, description and the entity types it may be assigned to.

• Action
  List activity types

  Returns every activity type defined in your Common Room community, with its id and display name.

• Action
  List segments

  Returns all segments in the Common Room community, with each segment's id and name.

• Action
  List tags

  Returns all user-defined tags in your Common Room community, with their names, descriptions and the record types they can be applied to.

• Action
  Update tag

  Renames a tag or changes its description. A deleted tag is restored when it is updated.

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