Give Lively + Levitate
Create new Levitate donations from new Give Lively donations
This workflow springs into action when you receive a new donation in your Give Lively account, promptly creating a corresponding donation record within Levitate. By connecting Give Lively and Levitate, you not only save time on duplicating data entries but also ensure your records are consistently updated. This automation is effective in streamlining the donor management process.
This workflow springs into action when you receive a new donation in your Give Lively account, promptly creating a corresponding donation record within Levitate. By connecting Give Lively and Levitate, you not only save time on duplicating data entries but also ensure your records are consistently updated. This automation is effective in streamlining the donor management process.
- When this happens...New Donation
Triggers when a new donation is created.
- automatically do this!Create a Donation
Creates a new Donation in Levitate
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- 14 day trial for premium features & apps
Created Since
Try ItUpdated Since
Try ItDonor NameRequired
Donor EmailRequired
Donation AmountRequired
Donation Date
Donation Type
Campaign
Donation Stage
External ID
Donor ID
Updated Since
Try ItContact ID in Source SystemRequired
Last Name
First Name
Full Name
Email Addresses
Phone Numbers
Address Line 1
Address Line 2
Address City
Address State / Province
Address Postal Code
Address Country
Tags
Policy NumberRequired
Carrier NameRequired
PremiumRequired
Renewal DateRequired
Effective DateRequired
Policy Holder IDRequired
Cancellation DateRequired
Line of BusinessRequired
Policy ID in the Source SystemRequired
Origination Date
Policy Holder First Name
Policy Holder Last Name
Policy Holder Email