Connect BONZO and Magentrix

Both apps 29BONZO 19Magentrix 10

• 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
  Entity Records Updated

  Triggers when a record in the entity of your choice is updated.

• Trigger
  New Document Added

  Triggers when a new document is added to the Magentrix document library.

• Trigger
  New Entity Records Added

  Triggers when a new record is added to the entity of your choice.

• Action
  Create Entity Record

  Creates a new record of your chosen Entity Type (for example a Contact or Account) and returns its ID.

• Action
  Delete Entity Record

  Deletes a record of your chosen Entity Type. Native Magentrix records go to the recycle bin for 30 days.

• Action
  Get Entity Record

  Returns one record of your chosen Entity Type by its ID.

• Action
  Update an Existing File

  Updates an existing document, attachment or Salesforce file — its details, or a new version from a public download link.

• Action
  Update Entity Record

  Updates fields on an existing record of your chosen Entity Type.

• Action
  Upload a New File

  Uploads a new file to the Magentrix document library, as a record attachment, or as a Salesforce file, from a public download link.

• Action
  Upsert Entity Record

  Creates a record of your chosen Entity Type, or updates the existing one whose match field (such as Email) has the same value.

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