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Connect SalesScreen to BONZO and automate any workflow

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BONZOBONZO
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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How Zapier works

Zapier makes it easy to integrate SalesScreen with BONZO - no code necessary. See how you can get setup in minutes.

Select a trigger from SalesScreen

A trigger is an event that starts your Zap and runs the workflow."
A trigger is the event that kicks off your automated workflow.

Setup an action from BONZO

An action is what takes place after the automation is triggered. For example, with BONZO, the action could be "Create Prospect in Pipeline Stage."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected SalesScreen to BONZO

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Triggers and actions are the main components of every automated workflow.

Connect SalesScreen and BONZO to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect SalesScreen and BONZO to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • External User ID
      Required
    • Email
      Required
    • Name
      Required
    • External Team
    • App
    Action
    Write
    • External User ID
      Required
    • App
    Action
    Search
    • Uuid
      Required
    • Key
      Required
    • Created_after
    Trigger
    Scheduled
    Try It
    • Uuid
      Required
    Trigger
    Scheduled
    Try It
    • External Record ID
      Required
    • External User ID
      Required
    • Activity Type
      Required
    • Date
    • App
    Action
    Write
    • External User ID
      Required
    • App
    • Email
      Required
    • Name
      Required
    • External Team
    Action
    Search or write
    • Pipeline_stage_id
      Required
    Trigger
    Scheduled
    Try It
    • Pipeline_stage_id
      Required
    • Merge_duplicates
    • User_id
    • First_name
    • Last_name
    • Email
      Required
    • Phone
    • Marital_status
    • Address
    • Unit_number
    • City
    • State
    • Zip
    • Tags
    • Note
    • Field_1
    • Field_2
    • Field_3
    • Field_4
    • Field_5
    • Birthday
    • Fb_id
    • Company_name
    • Loan_amount
    • Down_payment
    • Loan_program
    • Credit_score
    • Purchase_price
    • Cash_out_amount
    • Loan_type
    • Loan_purpose
    • Property_value
    • Property_address
    • Property_unit_number
    • Property_city
    • Property_state
    • Property_zip
    • Property_county
    • Found_home
    • Bankruptcy
    • Foreclosure
    • Working_with_agent
    • Buyer Agent name
    • Buyer Agent phone
    • Buyer Agent email
    • Buyer Agent address
    • Seller Agent name
    • Seller Agent phone
    • Seller Agent email
    • Seller Agent address
    • Lead_source
    • Interest_rate
    • Requested_apr
    • Property_type
    • Property_use
    • Bankruptcy_details
    • Foreclosure_details
    • Occupation
    • Household_income
    • Current_step
    • Close_date
    • Application_date
    • Rate_lock_date
    • Monthly_income
    • Other_income
    • Lien_position
    • Amortization_type
    • Amortization_term
    • Monthly_payment
    • New_loan_amount
    • Rate_is_locked
    • Referral_source
    • Insurance_zip
    • Insurance_city
    • Insurance_state
    • Insurance_address
    • Apartment_number
    • Height
    • Weight
    • Weight_change
    • Income
    • Work_phone
    • Net_worth
    • Insurance_declined
    • Gender
    • Dependents
    • Smoker
    • Credit_standing
    • Flood_interest
    • Earthquake_interest
    • Deductible
    • Coverage_amount
    • Liability_amount
    • Co-borrower first name
    • Co-borrower last name
    • Co-borrower email
    • Co-borrower phone
    • Co-borrower address
    • Co-borrower unit number
    • Co-borrower city
    • Co-borrower ZIP
    • Co-borrower state
    • Co-borrower birthday
    • Martial status
    • Co-borrower Monthly Income
    Action
    Write
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About SalesScreen
SalesScreen is a sales performance management tool that helps teams to be more focused, motivated and productive.
Help
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About BONZO
Bonzo is a multi-channel communication tool that keeps you top of mind.
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