Follow Up Boss + Fundraise Up

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.

  1. When this happens...
    Fundraise UpFundraise Up
    Updated Recurring Donation

    Triggers when a recurring donation is updated in your account.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create Note

    Creates a note on a contact

    ActionWrite
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Supported triggers and actions

  • Fundraise Up triggers, actions, and search

    New Recurring Donation

    Triggers when a new recurring donation is added to your account.

    Trigger
    Instant
    Try It
  • Fundraise Up triggers, actions, and search

    Updated Donation

    Triggers when a donation is updated in your account.

    Trigger
    Instant
    Try It
  • Fundraise Up triggers, actions, and search

    Updated Supporter

    Triggers when a supporter is updated in your account.

    Trigger
    Instant
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  • Follow Up Boss triggers, actions, and search

    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
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follow-up-boss logo

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
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Related categories

  • CRM (Customer Relationship Management)

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fundraiseup logo

About Fundraise Up

Fundraise Up is a donor-centric, AI-assisted online giving solution that helps nonprofits significantly increase the amount of money raised online.
Learn more

Related categories

  • Payment Processing