--- title: "Connect BONZO and Nutshell - APIANT.ai" description: "When \"New People From Campaigns\" fires in BONZO, your agent runs \"Create Lead\" in Nutshell." canonical: "https://apiant.ai/connect/bonzo-to-nutshell" --- # Connect BONZO and Nutshell When **New People From Campaigns** fires in [BONZO](https://apiant.ai/connections/bonzo), your agent runs **Create Lead** in [Nutshell](https://apiant.ai/connections/nutshell), or **New Activity** in Nutshell 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. BONZO **1** trigger BONZO **16** actions Nutshell **6** triggers Nutshell **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want BONZO and Nutshell to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What BONZO and Nutshell can do together ### From BONZO to Nutshell - When **New People From Campaigns** in BONZO then **Create Lead** in Nutshell - When **New People From Campaigns** in BONZO then **Update Lead** in Nutshell ### From Nutshell to BONZO - When **New Activity** in Nutshell then **Add prospect to do-not-contact list** in BONZO - When **New Company** in Nutshell then **Add task** in 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 Nutshell ## Triggers and actions 7 triggers · 28 actions - 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 **Activity Logged** Triggers when an Activity is logged. - Trigger **Lead Won** Triggers when a lead is won. - Trigger **New Activity** Triggers when new Activity is created. - Trigger **New Company** Triggers when new Company is created. - Trigger **New Lead** Triggers when a new Lead is created. - Trigger **New Person** Triggers when new Person is created. - Action **Create Company** Creates a new Company. - Action **Create Lead** Creates a new Lead. - Action **Create Person** Creates a new Person. - Action **Find Company** Finds an existing company. - Action **Find Lead** Finds an existing lead by a particular field. Defaults to searching open leads, falls back to all leads. - Action **Find Person** Finds an existing person. - Action **Find User** Finds an existing User. - Action **Log Activity** Creates and logs a new Activity. - Action **Update Company** Updates an existing Company. - Action **Update Lead** Updates an existing Lead. - Action **Update Lead Outcome** Updates a Lead Outcome. - Action **Update Person** Updates an existing Person. ## Each app on its own - [ **BONZO** Bonzo is a multi-channel communication tool that keeps you top of mind.](https://apiant.ai/connections/bonzo) - [ **Nutshell** Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.](https://apiant.ai/connections/nutshell) Reviews ## What our customers say ## More from BONZO - [ **BONZO to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/bonzo-to-hubspot) - [ **BONZO to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/bonzo-to-salesforce) - [ **BONZO to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/bonzo-to-slack) - [ **BONZO to Google Sheets** Google Sheets](https://apiant.ai/connect/bonzo-to-google-sheets) - [ **BONZO to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/bonzo-to-gmail) - [ **BONZO to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/bonzo-to-google-calendar) ## More into Nutshell - [ **HubSpot to Nutshell** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-nutshell) - [ **Google Sheets to Nutshell** Google Sheets](https://apiant.ai/connect/google-sheets-to-nutshell) - [ **Gmail to Nutshell** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-nutshell) - [ **Google Calendar to Nutshell** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-nutshell) - [ **Google Drive to Nutshell** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-nutshell) - [ **Shopify to Nutshell** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-nutshell) Questions ## BONZO and Nutshell, 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 Nutshell when something happens in BONZO? Any of Nutshell's 12 actions, including Create Company, Create Lead, Create Person and Log Activity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Nutshell to BONZO? Yes. When something happens in Nutshell, your agent can act in BONZO too. This page covers both directions: Nutshell's triggers and BONZO's actions are listed here as well. ### ### Do I have to build a connector for BONZO or Nutshell? 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 Nutshell 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.