Create or update persons in Copper from new donations in Donately
This integration will create, or update, a donor (as a "Person") after each donation. If the donor already exists as a person inside of Copper, their information will be automatically updated. If the donor does not exist as a Person, a new record will be created in Copper.
This integration will create, or update, a donor (as a "Person") after each donation. If the donor already exists as a person inside of Copper, their information will be automatically updated. If the donor does not exist as a Person, a new record will be created in Copper.
- When this happens...New Donation
Triggers when a new donation is created in your Donately account.
- automatically do this!Create/Update Person
Creates or Updates a Person depending on the match criteria.
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List Campaigns
Lists the campaigns for your Donately account, defaults to the most recently created
Try ItList Donations
Lists the donations for your Donately account, defaults to the most recent 20 donations.
Try ItList Fundraisers
Lists the fundraisers for your Donately account, defaults to the most recently created
Try ItStatus
Limit
Try It