--- title: "Connect BONZO to DocsAutomator - APIANT.ai" description: "When \"New People From Campaigns\" fires in BONZO, your agent runs \"Get automation\" in DocsAutomator." canonical: "https://apiant.ai/connect/bonzo-to-docsautomator" --- # Connect BONZO to DocsAutomator When **New People From Campaigns** fires in [BONZO](https://apiant.ai/connections/bonzo), your agent runs **Get automation** in [DocsAutomator](https://apiant.ai/connections/docsautomator). Describe the whole flow and it is built, tested on every scenario and kept running. BONZO **1** trigger BONZO **16** actions DocsAutomator **2** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want BONZO and DocsAutomator 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 BONZO can start in DocsAutomator - When **New People From Campaigns** in BONZO then **Get automation** in DocsAutomator - When **New People From Campaigns** in BONZO then **List automations** in DocsAutomator 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 BONZO and DocsAutomator ## Triggers and actions 1 trigger · 18 actions - 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. - Action **Get automation** a single automation by id, including its field/placeholder configuration. - Action **List automations** the account's automations (document templates/workflows) with their ids and settings. ## Each app on its own - [ **BONZO** Bonzo is a multi-channel communication tool that keeps you top of mind.](https://apiant.ai/connections/bonzo) - [ **DocsAutomator** DocsAutomator is a powerful document automation platform, leveraging Google Docs for document templates.](https://apiant.ai/connections/docsautomator) Reviews ## What our customers say ## More from BONZO - [ **BONZO to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/bonzo-to-hubspot) - [ **BONZO to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/bonzo-to-salesforce) - [ **BONZO to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/bonzo-to-slack) - [ **BONZO to Google Sheets** Google Sheets](https://apiant.ai/connect/bonzo-to-google-sheets) - [ **BONZO to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/bonzo-to-gmail) - [ **BONZO to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/bonzo-to-google-calendar) ## More into DocsAutomator - [ **HubSpot to DocsAutomator** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-docsautomator) - [ **Salesforce to DocsAutomator** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-docsautomator) - [ **Slack to DocsAutomator** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docsautomator) - [ **Google Sheets to DocsAutomator** Google Sheets](https://apiant.ai/connect/google-sheets-to-docsautomator) - [ **Gmail to DocsAutomator** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-docsautomator) - [ **Google Calendar to DocsAutomator** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-docsautomator) Questions ## BONZO and DocsAutomator, answered ### ### What can start an automation from BONZO? Any of BONZO's 1 trigger in the catalog, including New People From Campaigns. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in DocsAutomator when something happens in BONZO? Any of DocsAutomator's 2 actions, including Get automation and List automations. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DocsAutomator to BONZO? DocsAutomator has no triggers in the catalog today, so automations start in BONZO. If you need the other direction, ask: your agent reads DocsAutomator's API documentation and adds it. ### ### Do I have to build a connector for BONZO or DocsAutomator? 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 BONZO and DocsAutomator 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.