Connect NationBuilder and Microsoft Dynamics 365 CRM to automate any workflow
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A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect NationBuilder and Microsoft Dynamics 365 CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Site SlugRequired
- Blog IDRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Site SlugRequired
- Event IDRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Person IDRequired
- AmountRequired
- ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last NameRequired
- EmailRequired
- Amount TypeRequired
- Donation AmountRequired
- Payment TypeRequired
- Succeeded At
- Tracking Code
- Page this donation is from (slug)
- Check/Wire/MO number
- Fundraiser
- Donation Custom Fields
- Mailing Slug
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site SlugRequired
- Event IDRequired
- Person IDRequired
- Attended?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- First NameRequired
- Last NameRequired
- Email Opt In
- Mobile Phone
- Mobile Phone Opt In
- Home Phone
- Work Phone
- Street Address
- Apt/Unit Number
- City
- State
- Zip Code
- County
- Country Code
- Date of Birth
- Tags
- Date of Contact
- Support Level
- Recruiter
- Point Person
- Custom Fields
- Employer
- Occupation
- Latitude (home address)
- Longitude (home address)
- Trigger Webhooks?
- Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site SlugRequired
- PetitionRequired
- Person IDRequired
- Comment
- Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person IDRequired
- List of tagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event IDRequired
- Page StatusRequired
- Site SlugRequired
- NameRequired
- HeadlineRequired
- TitleRequired
- Start Time/DateRequired
- End Time/DateRequired
- Published AtRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Site SlugRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Person IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Case/Incident
Triggers when a case/incident has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Invoice
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Lead
Triggers when a lead has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Opportunity
Triggers when an opportunity has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Customer typeRequired
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Update Campaign Response
Updates an existing campaign response.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Info
- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Campaign Response
Finds a campaign response.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Info
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Limitations
- Person IDRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Person IDRequired
- ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person IDRequired
- Person IDRequired
- Broadcaster ID
- Contact Status
- Contact MethodRequired
- Contact Type
- Contact Note
- Date of Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site SlugRequired
- NameRequired
- Event Description
- Start Time/DateRequired
- End Time/DateRequired
- TimezoneRequired
- Venue Name
- Venue Street Address
- Venue City
- Venue State
- RSVP Form: Phone?Required
- RSVP Form: Address?Required
- RSVP: Allow guests?Required
- CapacityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person IDRequired
- Membership NameRequired
- Membership StatusRequired
- Membership Status Reason
- Membership Started At
- Membership Expires On
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- HeadlineRequired
- TitleRequired
- StatusRequired
- Site SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person IDRequired
- Tag NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person IDRequired
- Person IDRequired
- ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Person IDRequired
- StatusRequired
- Status Reason
- Expires On
- Started At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- External ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Donor IDRequired
- Donation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
- External ID
- First NameRequired
- Last NameRequired
- Email Opt In
- Mobile Phone
- Mobile Phone Opt In
- Home Phone
- Work Phone
- Street Address
- Apt/Unit Number
- City
- State
- Zip Code
- County
- Country Code
- Date of Birth
- Tags
- Date of Contact
- Support Level
- Recruiter
- Point Person
- Custom Fields
- Employer
- Occupation
- Latitude (home address)
- Longitude (home address)
- Trigger Webhooks?
- Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Updated Account
Triggers when an account is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Contact
Triggers when a contact has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Create Campaign
Creates a new campaign.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Campaign Response
Creates a new campaign response.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- AccountRequired
- State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your app- Campaign_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found