Connect BONZO and Liaison

Both apps 32BONZO 19Liaison 13

• 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

  Creates a new prospect in Bonzo and returns the created prospect record.

• 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 Campaign

  Creates a new prospect in Bonzo and adds them to the chosen campaign.

• 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 or Updated Application

  Triggers when an application for an organization is created or updated.

• Action
  Get Account Info

  Returns the CAS API user's account settings: user name, user level, and the application forms and user groups the user can reach.

• Action
  Get applicant

  Returns an applicant's account information, including profile, user principal, email and telephones.

• Action
  Get Application

  Gets one application on a CAS application form, including the applicant's submitted data.

• Action
  Get Organization

  Gets one organization on a CAS application form, with its codes, contacts and program selection rules.

• Action
  Get program

  Returns the details of a program offered by an organization on an application form, including its custom program attributes.

• Action
  List Applicants

  Lists applicants on a CAS application form, either by CAS ID or by a date range.

• Action
  List Applications

  Lists the application IDs for an organization, optionally only those last updated within a date range.

• Action
  List Organizations

  Lists the organizations (schools or departments) on a CAS application form.

• Action
  List Programs

  Lists the programs offered on a CAS application form, with their deadlines, terms and organizations.

• Action
  List subscriptions

  Returns the business event subscriptions set up for an application form.

• Action
  Update organization

  Updates an existing organization (name, codes, state, group and contacts) on a Liaison CAS application form.

• Action
  Update program

  Updates an existing program under an organization in a Liaison application form, returning the updated program.

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