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- New ConstituentTriggers when a new constituent is created.Trigger
- New Transaction PaymentTriggers for each donation, pledge payment, and recurring donation when a new transaction is created. Use this to trigger for each payment in a split payment.Trigger
- New TransactionTriggers when a new transaction is created (with line item support).Trigger
- Updated ConstituentTriggers when a constituent is updated.Trigger
- Create ConstituentCreates a new constituent.Action
- Create DonationCreates a new donation (with line item support, 10 max.).Action
- Create InteractionCreates a new interaction.Action
- Create TaskCreates a new task.Action
Updates an existing constituent.
Find a Constituent by name and a least one of address, phone, or email.
Find an existing constituent, or create new constituent if one is not found.