Bright Sites + Virtuous CRM Integrations

How to connect Bright Sites + Virtuous CRM

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Supported triggers and actions

What does this mean?

Order Created
Triggers when a new order is placed.
Trigger
Instant
Try It
- Order NumberRequired
Action
Write
- Order NumberRequired
Action
Search
- Status
- Users
  Filter by username or E-mail
- Created After
- Created Before
- Update After
- Updated Before
Action
Search
- Contact status
  Select "new" to only trigger for new contacts, "updated" to only trigger for updated contacts, and "both" to trigger for both new and updated contacts.
Trigger
Instant
Try It

New Form Submission
Triggers on a new form submission.
Trigger
Instant
Try It
- Contact idRequired
- TypeRequired
- NoteRequired
- Note date time
- Important
- Private
- Time spent
  The time in minutes the user spent related to note.
Action
Write

- Task TypeRequired
- TaskRequired
- Description
- Due Date TimeRequired
- OwnerRequired
Action
Write
- Contact IdRequired
- Gift TypeRequired
  Learn more
- Gift DateRequired
  Should not include time. If the date is in the future, the transaction will create a recurring gift instead of a single gift. Gifts must have a gift date less than or equal to today.
- Gift AmountRequired
  If this is a reversing transaction, the amount must be less than zero.
- Batch
- Notes
- Is Tax Deductible
- Is Private
- Receipt Date
- Receipt Segment Id
- Segment Id
- Cash Accounting Code
- Tribute
  The person this gift is in tribute to.
- State
  The state the gift originated. If not set we will use the primary address of the contact to determine.
- Project Id
- Project Amount
- Premium Id
- Premium Quantity
- Transaction Source
  Example: Stripe
- Transaction Id
  Example: Stripe Charge ID
Action
Write
- Contact ID
- Email Address
- Reference Source
  Examples: Stripe, MailChimp, Shopify
- Reference Id
  The reference identifier that belongs to the reference source.
Action
Search

Order Updated
Triggers when an existing order was updated.
Trigger
Instant
Try It
- Order NumberRequired
- Status
- Shipping Method
- Tracking Number
- Ship Date
- In Hands Date
- Note
- Send Shipping Confirmation
  If true, send a shipping confirmation email with updated order data
- Company
- Address Line 1
- Address Line 2
- State
- City
- Country
- Zip
- First Name
- Last Name
- E-mail
- Phone
- Company
- Address Line 1
- Address Line 2
- State
- City
- Country
- Zip
- First Name
- Last Name
- E-mail
- Phone
Action
Write
- IdRequired
Action
Search
- Order NumberRequired
Action
Search
- Contact note status
  Select "new" to only trigger for new contact notes, "updated" to only trigger for updated contact notes, and "both" to trigger for both new and updated contact notes.
Trigger
Instant
Try It
- Gift status
  Select "new" to only trigger for new gifts, "updated" to only trigger for updated gifts, and "both" to trigger for both new and updated gifts.
Trigger
Instant
Try It
- Tag NameRequired
- Contact idRequired
Action
Write
- Contact NameRequired
- Contact TypeRequired
- Is Private
  Private Contacts are only visible to Admins and other users with custom permission levels.
- Nickname
- Label
- Address 1
- Address 2
- City
- State Code
  Example: NH, MA
- Zip Code
- Country
  Examples: United States, Canada
- Is Primary Address
- Latitude
- Longitude
- Description
- Website
- Is Archived
- Reference Id
- Reference Source
Action
Write
- Contact IdRequired
- Contact NameRequired
- Contact TypeRequired
- Is Private
  Private Contacts are only visible to Admins and other users with custom permission levels.
- Nickname
- Description
- Website
- Origin Segment Id
- Marital Status
Action
Write
- Contact ID
- Email Address
- Reference Source
  Examples: Stripe, MailChimp, Shopify
- Reference Id
  The reference identifier that belongs to the reference source.
- Contact NameRequired
- Contact TypeRequired
- Is Private
  Private Contacts are only visible to Admins and other users with custom permission levels.
- Nickname
- Label
- Address 1
- Address 2
- City
- State Code
  Example: NH, MA
- Zip Code
- Country
  Examples: United States, Canada
- Is Primary Address
- Latitude
- Longitude
- Description
- Website
- Is Archived
Action
Search or write

How Bright Sites + Virtuous CRM Integrations Work

Step 1: Authenticate Bright Sites and Virtuous CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Bright Sites + Virtuous CRM

About Bright Sites

Bright Sites is a SaaS eCommerce platform designed for promotional product Distributors and Suppliers.

Related categories

eCommerce

About Virtuous CRM

Virtuous CRM is a nonprofit CRM & marketing automation platform helping build better donor relationships.

Learn more

Related categories

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Bright Sites + Virtuous CRM Integrations

How to connect Bright Sites + Virtuous CRM

Connect your apps and automate workflows

Order Created

Cancel Order

Order NumberRequired

Get Order

Order NumberRequired

Find Orders

Status

Users

Created After

Created Before

Update After

Updated Before

New or Updated Contact

Contact status

New Form Submission

Create Contact Note

Contact idRequired

TypeRequired

NoteRequired

Note date time

Important

Private

Time spent

Create Task

Task TypeRequired

TaskRequired

Description

Due Date TimeRequired

OwnerRequired

Create Gift

Contact IdRequired

Gift TypeRequired

Gift DateRequired

Gift AmountRequired

Batch

Notes

Is Tax Deductible

Is Private

Receipt Date

Receipt Segment Id

Segment Id

Cash Accounting Code

Tribute

State

Project Id

Project Amount

Premium Id

Premium Quantity

Transaction Source

Transaction Id

Find a Contact

Contact ID

Email Address

Reference Source

Reference Id

Order Updated

Update Order

Order NumberRequired

Status

Shipping Method

Tracking Number

Ship Date

In Hands Date

Note

Send Shipping Confirmation

Company

Address Line 1

Address Line 2

State

City

Country

Zip

First Name

Last Name

E-mail

Phone

Company