Integration
Connect BONZO and Freshworks CRM
When New People From Campaigns fires in BONZO, your agent runs Add Note to Contact in Freshworks CRM, or New Account in Freshworks CRM 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.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want BONZO and Freshworks CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What BONZO and Freshworks CRM can do together
From BONZO to Freshworks CRM
When New People From Campaigns in BONZO
then Add Note to Contact in Freshworks CRM
From Freshworks CRM to 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 Freshworks CRM
Triggers and actions 7 triggers · 33 actions
- New People From Campaigns
Triggers when a new person (prospect) is added to the selected Bonzo campaign.
- Add note
Adds a note to a prospect in Bonzo.
- 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.
- Add task
Creates a task in Bonzo, optionally linked to a prospect and assigned to a team member.
- Change Prospects Assignee
Changes which team member a prospect is assigned to.
- Create Prospect in Pipeline Stage
Creates a new prospect in Bonzo and places them in the chosen pipeline stage.
- Delete prospect
Deletes a prospect from Bonzo.
- Find Prospect
Finds prospects whose email address matches the one you supply and returns the matching prospect records.
- Get prospect
Returns the full details of a Bonzo prospect by ID, including contact info, campaigns, pipeline stage and custom field values.
- List campaigns
Returns the campaigns in your Bonzo account, including each campaign's name, prospect count and sequence.
- List pipelines
Returns the pipelines in your Bonzo account, each with its stages.
- Move Prospect to Campaign
Moves an existing prospect into the chosen campaign and returns the updated prospect.
- Move Prospect to Pipeline Stage
Moves a prospect into a chosen pipeline stage in Bonzo.
- Send email
Sends an email to a Bonzo prospect and returns the resulting message record.
- Send SMS
Sends an SMS (or MMS with an attachment) to a Bonzo prospect.
- Update Prospect
Updates an existing Bonzo prospect's contact details, address, assignee, tags and co-borrower information.
- Update task
Updates an existing task in Bonzo, such as its title, type, due date, assignee or completion state.
- New Account
Polling trigger: fires when a new sales account is created. Sorted by created_at descending.
- New Contact
Polling trigger: fires when a new contact is created. Sorted by created_at descending.
- New Deal
Polling trigger: fires when a new deal is created. Sorted by created_at descending.
- New or Updated Account
Polling trigger: fires when a sales account is created or updated. Sorted by updated_at descending.
- New or Updated Contact
Polling trigger: fires when a contact is created or updated. Sorted by updated_at descending.
- New or Updated Deal
Polling trigger: fires when a deal is created or updated. Sorted by updated_at descending.
- Add Note to Contact
Adds a note to a contact (targetable_type=Contact) in Freshworks CRM.
- Create Account
Creates a new sales account in Freshworks CRM.
- Create Appointment
Creates an appointment in Freshworks CRM. from_date/end_date are ISO8601.
- Create Contact
Creates a new contact in Freshworks CRM.
- Create Deal
Creates a new deal in Freshworks CRM.
- Create Task
Creates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount.
- Find Account by Name
Looks up a sales account by name using the lookup endpoint.
- Find Contact by Email
Looks up a contact by email address using the lookup endpoint.
- Find deal by custom field
Searches for a deal by the selected custom field. If a single match is found, emits the deal's details. If none or multiple match, an error occurs.
- Find deal by name
Searches for a deal by name. If a single match is found, emits the deal's details. If none or multiple match, an error occurs.
- Find deal stage by name
Searches for a deal stage by name. If a single match is found, emits the stage's details. If none or multiple match, an error occurs.
- Find pipeline by name
Searches for a pipeline by name. If a single match is found, emits the pipeline's details. If none or multiple match, an error occurs.
- Get Account
Retrieves a sales account by ID in Freshworks CRM.
- Get Contact
Retrieves a contact by ID in Freshworks CRM.
- Get Deal
Retrieves a deal by ID in Freshworks CRM.
- Update Contact
Updates an existing contact by ID in Freshworks CRM.
- Update Deal
Updates an existing deal by ID in Freshworks CRM.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
BONZO and Freshworks CRM, 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 Freshworks CRM when something happens in BONZO?
Any of Freshworks CRM's 17 actions, including Create Account, Create Appointment, Create Contact and Create Deal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Freshworks CRM to BONZO?
Yes. When something happens in Freshworks CRM, your agent can act in BONZO too. This page covers both directions: Freshworks CRM's triggers and BONZO's actions are listed here as well.
Do I have to build a connector for BONZO or Freshworks CRM?
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 Freshworks CRM 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.