Bonjoro + Outseta

Create tasks in Bonjoro for new accounts added in Outseta

Easily manage your new Outseta accounts by creating tasks in Bonjoro with this efficient workflow. Every time an account is added in Outseta, a task will be created in Bonjoro, helping you stay organized and on top of your work without needing to switch between platforms. Save time and streamline your account management process with this seamless integration.

When this happens...
Account Added
Triggers when a new account is created
TriggerInstant
automatically do this!
Create Task
Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

Account Subscription Started
Triggers when a new subscription starts for an account
Trigger
Instant
Try It
Person Deleted
Triggers when a person is deleted
Trigger
Instant
Try It
Chat Request Added
Triggers when a new chat is received.
Trigger
Instant
Try It
Person Added
Triggers when a new person is created
Trigger
Instant
Try It
Deal Updated
Triggers when a deal is updated.
Trigger
Instant
Try It

- NameRequired
- Account StageRequired
- Client Identifier
- EmailRequired
- First Name
- Last Name
- Is PrimaryRequired
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
- Plan Uid
- Renewal Term
- Send Confirmation EmailRequired
- Quantity
Action
Write
- NameRequired
- DealPipelineStage UidRequired
- Amount
- AssignedToPersonClientIdentifier Uid
- Due Date
- Account Uid
- Person Uid
- Email
- First Name
- Last Name
Action
Write

- Account UIDRequired
- Cancel Immediately
Action
Write
- EmailList UidRequired
- EmailRequired
- First Name
- Last Name
- Send Welcome Email
Action
Write
- Deal UIDRequired
- Name
- DealPipelineStage Uid
- Amount
- AssignedToPersonClientIdentifier Uid
- Due Date
- Account Uid
- Person Uid
Action
Write
- Person EmailRequired
Action
Search
Bonjoro Reassigned
Triggers when an existing Bonjoro is assigned to a different team member.
Trigger
Instant
Try It
Bonjoro Call to Action Clicked
Triggers when a user clicks the Bonjoro call to action.
Trigger
Instant
Try It
Bonjoro Created
Triggers when a Bonjoro is created by a team member or automation.
Trigger
Instant
Try It
Bonjoro Email Opened
Triggers when a Bonjoro email is opened.
Trigger
Instant
Try It
Bonjoro Reply
Triggers when a Bonjoro is replied to.
Trigger
Instant
Try It
Bonjoro Watched
Triggers when a Bonjoro is watched.
Trigger
Instant
Try It
Message Templates
List of available Message Templates
Trigger
Scheduled
Try It

Account Deleted
Triggers when an account is deleted
Trigger
Instant
Try It
Account Added
Triggers when a new account is created
Trigger
Instant
Try It
Deal Added
Triggers when a new deal is created
Trigger
Instant
Try It
Account Updated
Triggers when an account is updated.
Trigger
Instant
Try It
Person Updated
Triggers when a person is updated.
Trigger
Instant
Try It
- TitleRequired
- Description
- Data
- Entity TypeRequired
- Entity UidRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Write
- Account UIDRequired
Action
Write
- Account UIDRequired
- NameRequired
- Address Line 1
- Address Line 2
- AddressLine3
- City
- State/Region
- Postal Code
- Country
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
- Account Specific Page Url 1
- Account Specific Page Url 2
- Account Specific Page Url 3
- Account Specific Page Url 4
- Account Specific Page Url 5
Action
Write
- Person UidRequired
- EmailRequired
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Write
- Person EmailRequired
- EmailRequired
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Search or write
Bonjoro Bounced
Triggers when a Bonjoro email bounces. Note that if you're using a custom mail integration such as Google, bounces may not be detected.
Trigger
Instant
Try It
Bonjoro Sent
Triggers when a Bonjoro is sent by a team member.
Trigger
Instant
Try It
Bonjoro Dismissed
Triggers when a Bonjoro is dismissed by a team member.
Trigger
Instant
Try It
Bonjoro Reaction
Triggers when a user reacts to a Bonjoro.
Trigger
Instant
Try It
Bonjoro Shared
Triggers when a Bonjoro is shared on social media.
Trigger
Instant
Try It
Workspaces
List of available Workspaces
Trigger
Scheduled
Try It
- Email AddressRequired
- First Name
- Last Name
- WorkspaceRequired
- Message Template
- Reason
Action
Write

About Bonjoro

Bonjoro lets you send personalised welcome videos to your customers.

Learn more Help

Related categories

Customer Appreciation

Similar apps

BombBomb.com

Drip Emails

About Outseta

Outseta is a technology stack for early stage SaaS companies. The platform fully integrates CRM, subscription billing & management, and customer success tools (email, chat, help desk).

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Bonjoro + Outseta

Create tasks in Bonjoro for new accounts added in Outseta

Account Subscription Started

Person Deleted

Chat Request Added

Person Added

Deal Updated

Add Account

Account StageRequired

Client Identifier

EmailRequired

First Name

Last Name

Is PrimaryRequired

Address Line 1

Address Line 2

Address Line 3

City

State/Region

Postal Code

Country

Plan Uid

Renewal Term

Send Confirmation EmailRequired

Quantity

Add Deal

NameRequired

DealPipelineStage UidRequired

Amount

AssignedToPersonClientIdentifier Uid

Due Date

Account Uid

Person Uid

Email

First Name

Last Name

Cancel Subscription

Account UIDRequired

Cancel Immediately

Subscribe to Email List

EmailList UidRequired

EmailRequired

First Name

Last Name

Send Welcome Email

Update Deal

Deal UIDRequired

Name

DealPipelineStage Uid

Amount

AssignedToPersonClientIdentifier Uid

Due Date

Account Uid

Person Uid

Retrieve Person

Person EmailRequired

Bonjoro Reassigned

Bonjoro Call to Action Clicked

Bonjoro Created

Bonjoro Email Opened

Bonjoro Reply

Bonjoro Watched

Message Templates

Account Deleted

Account Added

Deal Added

Account Updated

Person Updated

Add Custom Activity

TitleRequired

Description

Data

Entity TypeRequired

Entity UidRequired

Add Person

EmailRequired

First Name