Question 1

Connecting Twilio

Accepted Answer

Create Your Account At Twilio:

Q: Pipelines

Gonzy Pipelines To navigate to the Gonzy Pipelines area, first be sure the toggle is set to sales, then click the Pipelines link in the left navigation menu. <img src="https://storage.crisp.chat/users/helpdesk/website/-/4/1/1/3/4113f80dd5fa3400/c9af13e2-802e-4c4e-89bc-b714ca_16xc7ga.png" alt="" /> Create a new pipeline by clicking on the drop down box located at the top of the Pipelines page, then clicking an Create new pipeline. <img src="https://storage.crisp.chat/users/helpdesk/website/-/6/3/7/7/63778ce0e5e1a800/1f62ea81-5c36-42be-9b64-108f64_1r97y21.png" alt="" /> When creating a new pipeline you will be prompted to name your pipeline and you will also need to give the estimated value per deal, once you’ve filled in your information click Save to create your pipeline. <img src="https://storage.crisp.chat/users/helpdesk/website/-/8/4/f/3/84f3296944f57800/06a02399-d1fb-4c13-88d0-555c1b_ekm2e2.png" alt="" /> Once your pipeline is created you will be taken to your new pipeline and from here you can start by adding in your pipeline stages. <img src="https://storage.crisp.chat/users/helpdesk/website/-/7/0/b/1/70b177753609b000/d0cb0fab-de69-45ef-b295-7e5225_1sscymb.png" alt="" /> When adding stages you will need to give each stage a name that will be shown on your pipeline, the day in which this is due after the deal goes into that stage, and a brief description about this stage. The team here at Gonzy have also taken user input and added a Message template you could utilize too! Once finished you can Create the stage by clickin

Q: Docs & Files

Docs &amp; Files To get started first toggle your switch to “Fulfillment” <img src="https://gonzy.zendesk.com/hc/article_attachments/15931722502811" alt="" /> From the Client Management / Fulfillment dashboard your will then choose the project that you would like to manage docs &amp; files for by hovering over your Company or Project, then clicking on the blue button labeled “Manage” <img src="https://gonzy.zendesk.com/hc/article_attachments/15931737866139" alt="" /> Clicking on Manage will take you to the Company or Project dashboard. You can access the Docs &amp; Files from 2 locations. From the left navigation menu link labeled “Docs &amp; Files” or from the Docs &amp; Files card link labeled “Go to Docs &amp; Files”. Click either to access the Docs &amp; Files for that Company or Project. <img src="https://gonzy.zendesk.com/hc/article_attachments/15931728668827" alt="" /> Create new folders, docs, or even upload Files using the button on the right labeled “+ New…” <img src="https://gonzy.zendesk.com/hc/article_attachments/15931722626971" alt="" /> Making a new folder is easy, once you click “Make a new folder” from the dropdown menu, you will first need to create a name for the folder. You can do this by clicking into the text field and deleting the default “Name” that is given to the folder. Using the pencil icon will open up the editor for the folder on the right. From there you can assign users from your organization, tasks, and add comments to the folder. Once finished click on the folder to access the contents. ![](https://gonzy.zendesk.com/hc/art

Click here -> Watch me first

https://www.twilio.com/

Select Option To Get A Twilio phone number:

Screen_Shot_2022-06-15_at_9.39.20_AM.png

Copy the Account SID and Twilio Phone Numbers, & Save Them Somewhere For Later Use:

${color}[#000000](Navigate To The API Keys Section:)

https://console.twilio.com/us1/account/keys-credentials/api-keys

${color}[#000000](Find Option To Create An API key:)

Twilio

${color}[#000000](Give The API Key A Name:)

twilio

${color}[#000000](Click Button To Create Your API Key:)

Twilio

${color}[#000000](Copy the SID & Secret And Save It Somewhere For Future Use:)

![Twilio](https://storage.crisp.chat/users/helpdesk/website/-/6/

Question 2

Api Documention

Accepted Answer

📘 Gonzy Public API (v1)

Authentication

Base URL: https://api.gonzy.com/api/v1/public Authentication Required: Bearer Token in Authorization header

Important Note: You'll get the bearer token from integration page inside the dashboard.

Get All Pipelines

🔹 Get All Pipelines

Endpoint: GET /pipeline Description: Retrieve all pipelines for the authenticated agency, including their stages. Authentication: Required

Response Example:

{
  "success": 1,
  "data": {
    "pipelines": [
      {
        "id": 1,
        "name": "Sales Pipeline",
        "default_value": 500,
        "status": "active",
        "stages": [
          {
            "id": 101,
            "name": "Prospecting",
            "days_due": 3,
            "description": "Initial outreach",
            "status": "active"
          }
        ]
      }
    ]
  }
}

Get Single Pipeline

🔹 Get Single Pipeline

Endpoint: GET /pipeline/{id} Description: Get a single pipeline by ID. Authenticatio n: Required

Response Example: ``` { "success": 1, "data": { "id": 1

Question 3

Forms

Accepted Answer

Gonzy forms allow you to create custom forms to capture leads on your customer’s website or directly from the form link. There is also an option to connect your forms from Snapps.ai and Elementor directly into Gonzy to send form submissions from those platforms into Gonzy.

Creating & Publishing a Custom Form

To get to the forms page, navigate to the fulfillment side of the app by toggling to fulfillment with the toggle on the left side of the app header. From here you can select the customer/company you wish to make forms for and click on the Manage button. If you don’t have a customer/company yet, you can create one first by clicking on the + Add a Company button.

Now that you are within the dashboard for this customer/company, from the left side menu click on the Forms link and you will be taken to the Forms page.

Click on the + Create New Form button and you will be taken to the form customization page. On this page, you can select from several different input types and you can add as many inputs to your form as you wish of any type. Hovering your mouse over a particular input and clicking on the Edit icon will open up a menu on the left side where you can customize all of the text elements within the input like the placeholder, helper text and you can customize the size and font color for these elements. You can also apply a font across the

Question 4

Pipelines

Accepted Answer

Gonzy Pipelines

To navigate to the Gonzy Pipelines area, first be sure the toggle is set to sales, then click the Pipelines link in the left navigation menu.

Create a new pipeline by clicking on the drop down box located at the top of the Pipelines page, then clicking an Create new pipeline.

When creating a new pipeline you will be prompted to name your pipeline and you will also need to give the estimated value per deal, once you’ve filled in your information click Save to create your pipeline.

Once your pipeline is created you will be taken to your new pipeline and from here you can start by adding in your pipeline stages.

When adding stages you will need to give each stage a name that will be shown on your pipeline, the day in which this is due after the deal goes into that stage, and a brief description about this stage. The team here at Gonzy have also taken user input and added a Message template you could utilize too! Once finished you can Create the stage by clickin

Question 5

Application Specific Passwords for Outlook

Accepted Answer

Visit account.microsoft.com

Click on the Security bar

Go to the Security Dashboard

Click on Advanced Security Options

You must have 2 step authentication setup in order to create an App password. Once you have set that up click on ‘Create a new app password.

Copy this App password that is generated and use it to integrate on Gonzy by inputting your email address and then the App password.

Question 6

Docs & Files

Accepted Answer

Docs & Files

To get started first toggle your switch to “Fulfillment”

From the Client Management / Fulfillment dashboard your will then choose the project that you would like to manage docs & files for by hovering over your Company or Project, then clicking on the blue button labeled “Manage”

Clicking on Manage will take you to the Company or Project dashboard. You can access the Docs & Files from 2 locations. From the left navigation menu link labeled “Docs & Files” or from the Docs & Files card link labeled “Go to Docs & Files”. Click either to access the Docs & Files for that Company or Project.

Create new folders, docs, or even upload Files using the button on the right labeled “+ New…”

Making a new folder is easy, once you click “Make a new folder” from the dropdown menu, you will first need to create a name for the folder. You can do this by clicking into the text field and deleting the default “Name” that is given to the folder. Using the pencil icon will open up the editor for the folder on the right. From there you can assign users from your organization, tasks, and add comments to the folder. Once finished click on the folder to access the contents.

![](https://gonzy.zendesk.com/hc/art

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