--- title: "Connect BONZO and Filestage - APIANT.ai" description: "When \"New People From Campaigns\" fires in BONZO, your agent runs \"Create Project\" in Filestage." canonical: "https://apiant.ai/connect/bonzo-to-filestage" --- # Connect BONZO and Filestage When **New People From Campaigns** fires in [BONZO](https://apiant.ai/connections/bonzo), your agent runs **Create Project** in [Filestage](https://apiant.ai/connections/filestage), or **When a Reviewer Is Invited to a Reviewer Group** in Filestage to **Add prospect to do-not-contact list** in BONZO. Describe the whole flow and it is built, tested on every scenario and kept running. BONZO **1** trigger BONZO **16** actions Filestage **1** trigger Filestage **9** 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 Filestage 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 and Filestage can do together ### From BONZO to Filestage - When **New People From Campaigns** in BONZO then **Create Project** in Filestage - When **New People From Campaigns** in BONZO then **Get Project by ID** in Filestage ### From Filestage to BONZO - When **When a Reviewer Is Invited to a Reviewer Group** in Filestage then **Add prospect to do-not-contact list** in BONZO - When **When a Reviewer Is Invited to a Reviewer Group** in Filestage then **Add task** in BONZO 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 Filestage ## Triggers and actions 2 triggers · 25 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. - Trigger **When a Reviewer Is Invited to a Reviewer Group** Triggers when a reviewer is invited to a reviewer group. - Action **Add Reviewers to Reviewer Group** Invites reviewers by email to a reviewer group in a Filestage project. - Action **Create Folder** Creates a new folder in your Filestage workspace for organizing projects. - Action **Create Project** Creates a new project in Filestage with the given name. - Action **Create Reviewer Group** Creates a new reviewer group in a Filestage project. - Action **Get Folder by ID** Returns a Filestage folder by its ID, including its name and details. - Action **Get Folders** Returns all folders in your Filestage team. - Action **Get Project by ID** Returns a Filestage project, including its name and details, by its ID. - Action **Get Projects** Returns the projects in your Filestage team. - Action **Get Reviewer Groups by Project** Returns the reviewer groups set up in a Filestage project. ## Each app on its own - [ **BONZO** Bonzo is a multi-channel communication tool that keeps you top of mind.](https://apiant.ai/connections/bonzo) - [ **Filestage** Share, review and approve all your files in one place and enjoy a faster, more productive approval process](https://apiant.ai/connections/filestage) 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 Filestage - [ **ActiveCampaign to Filestage** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-filestage) - [ **Airtable to Filestage** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-filestage) - [ **Asana to Filestage** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-filestage) - [ **ClickUp to Filestage** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-filestage) - [ **Discord to Filestage** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-filestage) - [ **Brevo to Filestage** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-filestage) Questions ## BONZO and Filestage, 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 Filestage when something happens in BONZO? Any of Filestage's 9 actions, including Create Folder, Create Project, Create Reviewer Group and Add Reviewers to Reviewer Group. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Filestage to BONZO? Yes. When something happens in Filestage, your agent can act in BONZO too. This page covers both directions: Filestage's triggers and BONZO's actions are listed here as well. ### ### Do I have to build a connector for BONZO or Filestage? 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 Filestage 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.