Connect BONZO and Expiration Reminder

Both apps 35BONZO 17Expiration Reminder 18

• 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 Contact

  Triggered when a new contact is added to your Expiration Reminder account.

• Trigger
  New Expiration Item

  Triggered when a new expiration item is added to your Expiration Reminder account.

• Trigger
  Status Changed Expiration Item

  Triggered when an expiration item's status changes in Expiration Reminder — for example when it moves from active to expiring or expired.

• Action
  Add Location

  Creates a location in Expiration Reminder, optionally nested under a parent location and assigned to a team. Any custom fields defined on locations in your account can be set too. Returns the created location.

• Action
  Create Contact

  Creates a contact in Expiration Reminder with their email, contact details, type, location and team, plus any custom fields defined on contacts in your account. Returns the created contact.

• Action
  Create Expiration Item

  Creates an expiration item in Expiration Reminder with its name and expiration date, optionally attaching contacts, locations, tags, a category and an assignee, plus any custom fields defined in your account. Returns the created item.

• Action
  Create Expiration Item for Contact

  Creates an expiration item in Expiration Reminder and attaches it to a specific contact, with its name, expiration date and category, plus any custom fields defined in your account. Returns the created item.

• Action
  Delete Contact

  Deletes a contact from Expiration Reminder. Returns the contact record that was deleted.

• Action
  Delete Expiration Item

  Deletes an expiration item from Expiration Reminder. Returns the item record after deletion.

• Action
  Find Contact

  Returns the Expiration Reminder contacts matching a search term or an exact email address, with the total number of matches.

• Action
  Find Expiration

  Returns the Expiration Reminder expiration items matching a search term and status, with the total number of matches.

• Action
  Get Contact

  Returns a single Expiration Reminder contact by its id, including their contact details, assignment, location and every custom field stored on them.

• Action
  Get Expiration Item

  Returns a single Expiration Reminder expiration item by its id, including its category, contacts, locations, tags, attachments and every custom field stored on it.

• Action
  List Contacts

  Returns the contacts in your Expiration Reminder account, with the total number of contacts.

• Action
  List Expiration Items

  Returns the expiration items in your Expiration Reminder account, optionally limited to one status, with the total number of items.

• Action
  List Locations

  Returns the locations in your Expiration Reminder account, with the total number of locations.

• Action
  Renew Expiration

  Renews an Expiration Reminder expiration item by moving it to a new expiration date. Returns the renewed item.

• Action
  Update Expiration Item

  Updates an existing Expiration Reminder expiration item. Fields you leave blank are left unchanged; custom fields defined in your account can be set too. Returns the updated item.

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