Create tasks in Bonjoro for new Stan customers
Easily welcome new customers with a personalized touch using this workflow between Stan and Bonjoro. When a new customer joins your Stan app, this automation creates a task in the Bonjoro app, allowing you to quickly send a custom video message to greet and engage your newest clients. Strengthen your customer relationships and enhance your onboarding process with this seamless integration.
Easily welcome new customers with a personalized touch using this workflow between Stan and Bonjoro. When a new customer joins your Stan app, this automation creates a task in the Bonjoro app, allowing you to quickly send a custom video message to greet and engage your newest clients. Strengthen your customer relationships and enhance your onboarding process with this seamless integration.
- When this happens...New Customer
Triggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
- automatically do this!Create Task
Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
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Product (optional)
Try ItNew Membership
Triggers when a customer purchases a recurring membership.
Try ItBonjoro 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.
Try ItBonjoro Sent
Triggers when a Bonjoro is sent by a team member.
Try It
Cancelled Membership
Triggers when a customer cancels their membership.
Try ItBonjoro Reassigned
Triggers when an existing Bonjoro is assigned to a different team member.
Try ItBonjoro Call to Action Clicked
Triggers when a user clicks the Bonjoro call to action.
Try ItBonjoro Created
Triggers when a Bonjoro is created by a team member or automation.
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