EveryAction + involve.me

Create or update EveryAction contacts from new completed involve.me submissions

Effortlessly manage your involve.me submissions and EveryAction contacts with this seamless workflow. When a new completed submission is received in involve.me, this automation will create or update a contact in EveryAction, ensuring your contact list stays organized and up to date. Save time and streamline your processes with this efficient solution.

When this happens...
TriggerScheduled
automatically do this!
Create or Update Contact
Attempts to find a matching contact and updates it. If a contact record is not found, it creates it.
ActionWrite

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Supported triggers and actions

What does this mean?

- involve.me ProjectRequired
Trigger
Instant
Try It
- VANID
- External ID Type
- External ID
- Activist Codes
- Survey Questions
Action
Write
- VANID
- External ID Type
- External ID
Action
Write
- VANID
- External ID Type
- External ID
- NoteRequired
- Note CategoryRequired
Action
Write
- Person Id Copy
- VANID
- External ID Type
- External ID
- Contact Mode
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Preferred Contact Method
- Email
- Email Type
- Subscription Status
- Ignore Invalid Email
- Phone Number
- International Dialing Prefix
- Phone Type
- Phone Extension
- Is Preferred Phone
- Phone Opt-In Status
- Phone Number 2
- International Dialing Prefix 2
- Phone Type 2
- Phone Extension 2
- Is Preferred Phone 2
- Phone Opt-In Status 2
- Ignore Invalid Phones
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Address Type
- Activist Codes
- Email Interests
- Note
- Note Category
Action
Write

- Batch NumberRequired
- Batch Name
- DesignationRequired
- Expected Contribution Count
- Expected Contribution Total Amount
Action
Write
- VANID
- External ID Type
- External ID
- EmailRequired
- Email Type
- Subscription Status
- Email Interests
Action
Write

- Min Match Req Copy
- Person Id Copy
- VANID
- External ID Type
- External ID
- Contact Mode
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Email
- Phone Number
- International Dialing Prefix
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Information to Return
Action
Search

- VANID
- External ID Type
- External ID
- Activist CodesRequired
Action
Write
- VANID
- External ID Type
- External ID
- TagRequired
Action
Write
- VANID
- Contact External ID Type
- Contact External ID
- DesignationRequired
- Date ReceivedRequired
- AmountRequired
- Source Code
- Payment MethodRequired
- StatusRequired
- Financial Batch
- Direct Marketing Code
- Notes
- Online Reference Number
- External Contribution ID Type
- External Contribution ID
Action
Write
- VANID
- External ID Type
- External ID
- Survey QuestionsRequired
Action
Write
- Person Id Copy
- VANID
- External ID Type
- External ID
- Contact Mode
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Preferred Contact Method
- Email
- Email Type
- Subscription Status
- Ignore Invalid Email
- Phone Number
- International Dialing Prefix
- Phone Type
- Phone Extension
- Is Preferred Phone
- Phone Opt-In Status
- Phone Number 2
- International Dialing Prefix 2
- Phone Type 2
- Phone Extension 2
- Is Preferred Phone 2
- Phone Opt-In Status 2
- Ignore Invalid Phones
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Address Type
- Activist Codes
- Email Interests
- Note
- Note Category
- Contribution Copy
- DesignationRequired
- Date ReceivedRequired
- AmountRequired
- Source Code
- Payment MethodRequired
- StatusRequired
- Financial Batch
- Direct Marketing Code
- Notes
- Online Reference Number
- External Contribution ID Type
- External Contribution ID
Action
Write
- Online Actions FormRequired
Action
Write
- Search KeywordRequired
Action
Search
- Search KeywordRequired
- Batch NumberRequired
- Batch Name
- DesignationRequired
- Expected Contribution Count
- Expected Contribution Total Amount
Action
Search or write

About EveryAction

EveryAction provides nonprofits with customer relationship management, donor management, and fundraising software tools.

Learn more Help

Related categories

Contact Management

About involve.me

involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

By app

By use case

EveryAction + involve.me

Create or update EveryAction contacts from new completed involve.me submissions

New Completed Submission

Add Canvass Responses

VANID

External ID Type

External ID

Activist Codes

Survey Questions

Add Contact History

VANID

External ID Type

External ID

Add Note to Contact

VANID

External ID Type

External ID

NoteRequired

Note CategoryRequired

Create or Update Contact

Person Id Copy

VANID

External ID Type

External ID

Contact Mode

Prefix

First Name

Middle Name

Last Name

Suffix

Date of Birth

Common Name

Official Name

Preferred Contact Method

Email

Email Type

Subscription Status

Ignore Invalid Email

Phone Number

International Dialing Prefix

Phone Type

Phone Extension

Is Preferred Phone

Phone Opt-In Status

Phone Number 2

International Dialing Prefix 2

Phone Type 2

Phone Extension 2

Is Preferred Phone 2

Phone Opt-In Status 2

Ignore Invalid Phones

Address Line 1

Address Line 2

Address Line 3

City

State or Province Code

Postal Code

Country Code

Address Type

Activist Codes

Email Interests

Note

Note Category

Create Financial Batch

Batch NumberRequired

Batch Name

DesignationRequired

Expected Contribution Count

Expected Contribution Total Amount

Subscribe Email

VANID

External ID Type

External ID

EmailRequired

Email Type