Connect BONZO and Partial.ly

Both apps 36BONZO 19Partial.ly 17

• 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 Customer

  Triggers when a new customer is created in Partial.ly.

• Trigger
  New Payment Plan (Polling)

  Triggers when a new payment plan is created in Partial.ly.

• Trigger
  New Refund

  Triggers when a payment is refunded in Partial.ly.

• Action
  Add a Line Item

  Adds a line item to a Partial.ly payment plan.

• Action
  Create a Customer

  Creates a customer in Partial.ly and returns the new customer record.

• Action
  Delete a Payment Plan

  Deletes a Partial.ly payment plan.

• Action
  Find a Payment Plan

  Returns one Partial.ly payment plan by ID.

• Action
  Find Customers

  Searches Partial.ly customers by name or email and returns the matches.

• Action
  Get a Customer

  Returns one Partial.ly customer by ID.

• Action
  Get an Offer

  Returns one Partial.ly offer (payment plan template) by ID.

• Action
  Get a Payment

  Returns one Partial.ly payment by ID.

• Action
  List Payment Plans

  Returns Partial.ly payment plans, optionally filtered by status or customer.

• Action
  List Payments

  Returns Partial.ly payments, optionally for one payment plan.

• Action
  Refund a Payment

  Refunds all or part of a Partial.ly payment and returns the refund.

• Action
  Send Plan Request Email

  Emails the customer a request to open the payment plan.

• Action
  Update a Customer

  Updates an existing Partial.ly customer and returns the updated record.

• Action
  Update a Payment Plan

  Updates an existing Partial.ly payment plan.

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