DonorDock + Jotform

Add badges to contacts in DonorDock for new submissions in Jotform

When you receive a new submission through Jotform, let this workflow streamline your process by updating your contacts in DonorDock. With each new submission, this automation will add a badge to a corresponding contact in DonorDock, helping you keep track of donor interactions and activities. Save time and effort in donor management by connecting your Jotform to your DonorDock.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Add Badge to Contact
Adds a badge to a contact.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
New Badge Added to Contact
Triggers when a new badge is added to a contact record.
Trigger
Polling
Try It
Contact Added to Marketing List
Triggers when a contact is added to a marketing list.
Trigger
Polling
Try It

New Appeal Created
Triggers when a new appeal is created.
Trigger
Polling
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New Contact Created
Triggers when a new contact is added to DonorDock.
Trigger
Polling
Try It

New Gift Created
Triggers when a new gift is created.
Trigger
Polling
Try It
- Badge NameRequired
- Contact ID
- Account Number
- Email
Action
Write
- NameRequired
- Description
- Start Date
- End Date
- Appeal Type
Action
Write
- First Name
- Last Name
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Province
- Postal Code
- Country
- Email
- Type
- Mobile Phone
- Main Phone
- Deceased
- Description
- Date of Birth
- Do Not Solicit
- Organization Name
- Salutation
- Addressee
- Integration ID
- Owner
- Badges
- Marketing Lists
Action
Write
- Donor ID
- Donor Account Number
- Email
- Transaction TypeRequired
- Received AmountRequired
- DateRequired
- StatusRequired
- Soft Credit Amount
- Pledged Amount
- Payment Type
- Nondeductible Amount
- Fee Amount
- Fees Covered By Donor
- Payment ID
- Campaign Name
- Appeal Name
- Tribute Description
- Fund Account Number
- Fund Name
- Payment Description
- Desposit Date
- First Name
- Last Name
- Address Line 1
- Address Line 2
- Address Line 3
- Postal Code
- City
- State/Province
- Country
- Mobile Phone
- Main Phone
- Deceased
- Salutation
- Addressee
- Description
- Date of Birth
- Do Not Solicit
- Organization Name
- Tracking Code
- Send Receipt
Action
Write
- Marketing List NameRequired
- Contact Id
- Account Number
- Email
Action
Write

- DocumentRequired
Trigger
Polling
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Gift Batch Closed
Triggered when a gift batch is closed in DonorDock.
Trigger
Polling
Try It
New Activity Created
Triggers when a new activity is created in DonorDock.
Trigger
Polling
Try It
New Campaign Created
Triggers when a new campaign is created.
Trigger
Polling
Try It
New Fund Created
Triggers when a new fund is created.
Trigger
Polling
Try It
Contact Updated
Triggers when a contact is updated in DonorDock.
Trigger
Polling
Try It
- Type
- Contact Account Number
- Contact ID
- Contact Email
- Status
- Assigned User Email
- SubjectRequired
- Body
- Priority
- Contact Name
- Due Date
- Scheduled DateRequired
- Completed By
- Completed Date
- Completion Notes
- Location
- Campaign
- Appeal
- Volunteer Hours
- Add to Action Board
Action
Write
- NameRequired
- Description
- Start Date
- End Date
Action
Write
- NameRequired
- Description
- GL Account Number
Action
Write
- Donor ID
- Donor Account Number
- Email
- Pledged TotalRequired
- Pledge Payment IntervalRequired
- Number of InstallmentsRequired
- Start DateRequired
- Notes
- Campaign Name
- Appeal Name
- Fund Name
- First Name
- Last Name
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Province
- Postal Code
- Country
- Mobile Phone
- Main Phone
- Deceased
- Salutation
- Addressee
- Date of Birth
- Do Not Solicit
- Organization Name
Action
Write
- Template NameRequired
- SubjectRequired
- From EmailRequired
- Contact ID
- Contact Email
- Contact Account Number
- Integration ID
Action
Write

About DonorDock

DonorDock is a CRM designed for small nonprofits that helps you raise more money in less time.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more