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Formatter by Zapier + Virtuous CRM Integrations

How to connect Formatter by Zapier + Virtuous CRM

Zapier lets you send info between Formatter by Zapier and Virtuous CRM automatically—no code required.

When this happens...
automatically do this!

Supported triggers and actions

What does this mean?
  • Formatter by Zapier triggers, actions, and search
    Date / Time
    Work with dates and times to change formatting or add/subtract time (with line-item support).
    Action
    Write
  • Formatter by Zapier triggers, actions, and search
    Numbers
    Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
    Action
    Write
  • Formatter by Zapier triggers, actions, and search
    Text
    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
    Action
    Write
  • Formatter by Zapier triggers, actions, and search
    Utilities
    Various utilities like "choose value from list" or "look up in table" (with line-item support).
    Action
    Write
  • Virtuous CRM triggers, actions, and search
    New or Updated Contact
    Triggers when a contact is created and/or updated.
    Trigger
    Instant
  • Virtuous CRM triggers, actions, and search
    New or Updated Gift
    Triggers when a gift is created and/or updated.
    Trigger
    Instant
  • Virtuous CRM triggers, actions, and search
    Create Contact
    Creates a contact.
    Action
    Write
  • Virtuous CRM triggers, actions, and search
    Create Gift
    Creates a gift.
    Action
    Write
  • Virtuous CRM

    Finds a contact by email or reference source and identifier

    Scheduled

    Action

  • Virtuous CRM

    Find a contact by email or reference. Optionally, create one if none are found.

    Scheduled

    Action

How Formatter by Zapier + Virtuous CRM Integrations Work

  1. Step 1: Authenticate Formatter by Zapier and Virtuous CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Related categories

  • Documents
  • Zapier
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About Virtuous CRM

Virtuous CRM is a nonprofit CRM & marketing automation platform helping build better donor relationships.

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