Key concepts
| Concept | Description |
|---|---|
| Integration | A connected external system (Salesforce, Snowflake, CSV, etc.) |
| Filter | A condition that selects records (e.g., “Email is empty”) |
| Action | What BonData does for each matching record (create, update, notify, export) |
| Task | One action for one record. 20 matching records = 20 tasks |
| Bond | A link between fields in different systems, used for cross-system filters |
Create an Agent
Open the Agent builder
Go to Agents in the sidebar, then click Create New Agent. Give it a name and optional description.
Define filters
Add filter nodes to specify which records the Agent should act on.Filter logic:
- AND — chain multiple filter nodes sequentially (use Then +)
- OR — add conditions within the same node (use + Add condition)
- Field comparison — compare fields across systems (e.g., HubSpot “Company Name” ≠ Salesforce “Account Name”)
Choose actions
Available actions:
- Create Record — in any connected system
- Update Record — modify fields on matching records
- Slack notification — post to a channel
- Generate CSV / Google Sheet — export matching data
- HTTP Request — call an external API
Set execution mode
- Automatic — tasks execute immediately
- Manual — tasks queue for individual approval
Mentions: field mapping between systems
Mentions let you dynamically reference a field from one system when creating or updating records in another.Basic usage
- In an Action config, click Mention
- Select the source integration and object
- Choose the field
Conditional Mentions
Transform values before writing them to the target system. Example: A CSV has an “OptedOut” column with values0, 1, or null. Salesforce needs “Yes” or “No”:
- If OptedOut = 1 → “Yes”
- Else → “No”
Default values
Set a fallback for when the source field is empty. This prevents blank fields in the target system.Trigger settings
Access trigger settings from the top-left of the Agent editor.Trigger behavior
| Mode | Behavior |
|---|---|
| Change (default) | Tasks only generate for new or changed records that match filters |
| Always | Every run creates tasks for all matching records, regardless of whether they’ve changed |
With Always mode: if 20 accounts match on Monday, a daily alert shows all 20 each day. A new match on Tuesday shows 21 on Tuesday. Use Change mode to see only new matches.
Run frequency
- Default: every 15 minutes (when Agent is set to automatic)
- Customizable to any interval, including cron expressions
- All times are in UTC
Save, Test, Run
- Save — persist your configuration
- Test — simulate the Agent without triggering real actions
- Run — activate the Agent on your schedule
FAQ
Can one Agent have multiple actions?
Can one Agent have multiple actions?
Yes. Each matching record can trigger multiple tasks (e.g., update a record AND send a Slack notification).
Can an Agent span multiple integrations?
Can an Agent span multiple integrations?
Yes. Filters and Mentions can reference any connected system.
How do I undo a change?
How do I undo a change?
Check the Task logs for affected records, then revert changes in the source system. BonData doesn’t store your full dataset.
Node reference
For a detailed guide to every node type — including Data Normalization, Find Duplicates, AI Enrichment, Web Search, and more — see the Nodes Overview reference.Best practices
- Start simple — one filter, one action, one field at a time
- Use Test mode — validate before activating
- Review periodically — data fields and business rules change
- Watch task volumes — unexpected spikes may indicate overly broad filters