DonorDock + Planning Center

Add badges to contacts in DonorDock when new contacts are added to Planning List

When a contact is added to a list in Planning Center, this Zap automatically adds a specified badge to the contact in DonorDock. Follow up on contact details without the need for manual updates.

When this happens...
New List Result
Triggers when the specified List has a new Person added.
TriggerPolling
automatically do this!
Add Badge to Contact
Adds a badge to a contact.
ActionWrite

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Supported triggers and actions

- ListRequired
Trigger
Polling
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- FormRequired
Trigger
Polling
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New Profile
Triggers when a new Profile is created.
Trigger
Polling
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New Badge Added to Contact
Triggers when a new badge is added to a contact record.
Trigger
Polling
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Contact Added to Marketing List
Triggers when a contact is added to a marketing list.
Trigger
Polling
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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
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New Gift Created
Triggers when a new gift is created.
Trigger
Polling
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- 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

New Donation
Triggers when a donation is received.
Trigger
Polling
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- Service TypeRequired
Trigger
Polling
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- WorkflowRequired
Trigger
Polling
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Gift Batch Closed
Triggered when a gift batch is closed in DonorDock.
Trigger
Polling
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New Activity Created
Triggers when a new activity is created in DonorDock.
Trigger
Polling
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New Campaign Created
Triggers when a new campaign is created.
Trigger
Polling
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New Fund Created
Triggers when a new fund is created.
Trigger
Polling
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Contact Updated
Triggers when a contact is updated in DonorDock.
Trigger
Polling
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- 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