Connect BONZO to MILKEE

Both apps 32BONZO 17MILKEE 15

• 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.

• Action
  Create Account

  Creates a new ledger account in a MILKEE company's chart of accounts.

• Action
  Create Customer

  Creates a new customer.

• Action
  Create Entry

  Creates a new booking entry (Buchung) in a MILKEE company. The entry type (income, expense or swap) is determined automatically from the debit and credit accounts.

• Action
  Create Invoice

  Creates a new invoice with line items for a customer/project.

• Action
  Create Product

  Creates a new reusable product or service in a MILKEE company, for use on invoices and proposals.

• Action
  Create Project

  Creates a new project in a MILKEE company, linked to an existing customer or to a new customer created on the fly.

• Action
  Create Tag

  Creates a new tag in a MILKEE company.

• Action
  Create Task

  Creates a new task within a MILKEE project.

• Action
  Create Tax Rate

  Creates a new tax rate (e.g. a VAT rate) for a MILKEE company.

• Action
  Create Time Track

  Creates a time tracking entry on a MILKEE project.

• Action
  Find Entry

  Returns the MILKEE bookkeeping entries (Buchungen) of a company that match the given filters, such as entry ID, date range, type, customer, project, account or tag.

• Action
  Find Project

  Returns the MILKEE projects whose name matches the specified name, optionally narrowed by customer and archive status.

• Action
  Find Task

  Returns the tasks in a MILKEE company whose title contains the text you give, optionally narrowed to one status.

• Action
  Find Time Track

  Returns the time entries in a MILKEE company that match the specified criteria (entry id, user, customer, project, invoice, status, billable flag or date range).

• Action
  Update Invoice

  Updates an existing MILKEE invoice by ID. Only invoices in status open can be edited.

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