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

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

Billing

Accepted Answer

Billing

Send invoices to your clients using Stripe integration. First set up your stripe account and integrate it to your Gonzy account. Once your stripe account is connected to your Gonzy account, you can invoice your clients on a 1 time or recurring basis.

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 create an invoice for by hovering over your Company or Project, then clicking on the blue button labeled “Manage”

Once inside the Company or Project dashboard, select the link labeled "Billing" on the left navigation menu.

Once on the Company or Project Billing page you will be shown an overview of the existing billing information for this Company or Project.
View previous year results, create a product, or choose and existing product that has already been configured for this Company or Project.

To Create a product click on the button labeled "+ Create produ

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

Calendar

Accepted Answer

The Gonzy calendar allows you to manage all of your meetings without leaving Gonzy.

Integrations

You can sync with Google Calendar or Outlook Calendar from the integrations page. Navigate to the integrations page by clicking on the gear icon in the header and then click the Integrations link.

To import your meetings, click on the Connect button below the Calendar Integration, select your platform and you will be redirected to a sign-in consent page from Google or Microsoft where you grant consent to Gonzy to view and modify your calendar events and then you will be brought back to the Gonzy app when you are done granting consent. Now if you navigate to the Calendar page from the same header dropdown menu of links you should see all of your meetings synced from your selected platform.

Meetings

You can create one-off meetings at a particular date & time and invite attendees to those meetings.

Click on the + Create an Event button. You will see a dropdown - select Meeting.

Question 6

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

Frequently Read Articles

Browse All Categories