Create notes in Follow Up Boss for updated recurring donations in Fundraise Up
This workflow springs into action when a Recurring Donation is updated in Fundraise Up, prompting the creation of a new note in Follow Up Boss. This seamless integration gives you a convenient and efficient way to keep your fundraising and follow-up management on the same page. Simplify your processes, enhance productivity, and ensure you never miss a detail about the latest recurring donations.
This workflow springs into action when a Recurring Donation is updated in Fundraise Up, prompting the creation of a new note in Follow Up Boss. This seamless integration gives you a convenient and efficient way to keep your fundraising and follow-up management on the same page. Simplify your processes, enhance productivity, and ensure you never miss a detail about the latest recurring donations.
- When this happens...Updated Recurring Donation
Triggers when a recurring donation is updated in your account.
- automatically do this!Create Note
Creates a note on a contact
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New Donation
Triggers when a new donation is added to your account.
Try ItNew Supporter
Triggers when a new supporter is added to your account.
Try ItUpdated Recurring Donation
Triggers when a recurring donation is updated in your account.
Try ItNew Appointment
Fires when a new appointment is created in Follow Up Boss.
Try It
New Recurring Donation
Triggers when a new recurring donation is added to your account.
Try ItUpdated Donation
Triggers when a donation is updated in your account.
Try ItUpdated Supporter
Triggers when a supporter is updated in your account.
Try ItNew Deal
Fires when a new deal is created in Follow Up Boss.
Try It