Connect BONZO and Formstack

Both apps 36BONZO 17Formstack 19

• 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 Form

  Triggers when a new form is created in the account.

• Action
  Copy Form

  Create a copy of an existing form.

• Action
  Create Folder

  Create a new form folder.

• Action
  Create Form

  Create a new form.

• Action
  Create Form Field

  Add a new field to a form.

• Action
  Create Submission

  Submit data to a form. Field values are passed as field_<id> keys.

• Action
  Create Webhook

  Create a webhook on a form that POSTs to a URL when a submission is received.

• Action
  Delete folder

  Delete a folder.

• Action
  Delete Form

  Delete a form by ID.

• Action
  Delete Submission

  Delete a submission by ID.

• Action
  Delete Webhook

  Delete a webhook by ID.

• Action
  Get folder

  Get a folder by id.

• Action
  Get Form

  Retrieve details for a single form by ID.

• Action
  Get form field

  Get one field on a form.

• Action
  List Form Confirmations

  List confirmation emails configured on a form.

• Action
  List Form Fields

  List all fields on a form.

• Action
  List form notifications

  List notification emails for a form.

• Action
  List Webhooks

  List webhooks configured on a form.

• Action
  Update folder

  Update a folder.

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