Step 4: Setting Up Your First Agent - BonData Documentation

Agents are automated workflows that act on data across your connected systems. Each Agent defines conditions (when to act) and actions (what to do).

Agent types

Type	Purpose
Automation	Trigger actions based on data conditions (missing fields, threshold breaches, status changes)
Migration	Move data between systems with field mapping, without storing it in BonData

Build your first Agent

Open the Agents page

Go to Agents in the sidebar and click Create New.

Name your Agent

Give it a clear name (e.g., “Accounts Missing Owner”) and an optional description.

Add a Get Data node

Click + to add your first node - always a Get Data node. Select the integration, entity, and fields to monitor.

Add a filter

Click + > Flow Basics and select Simple Filter. Set the entity, field, operator, and value.

Filter logic:

AND - Add another Simple Filter from the Then + option
OR - Add a condition to the existing node from + Add condition

Set actions

Choose what happens when conditions match:

Available actions:

Create or update records
Send Slack or email alerts
Generate a CSV
Send an HTTP request

Map fields with Mentions

Use Mentions to dynamically insert values from one system into another. Click the mention button and select the source field.

You can also use:

Conditional Mentions - Apply transformations (e.g., if value is 1 → “Yes”, else → “No”)
Default values - Fallback when the source field is empty