Give Lively + Virtuous CRM

Find or create contacts and gifts in Virtuous CRM from new Give Lively donations

This template runs when new donations are received from Give Lively. Then, it searches for existing Virtuous CRM contacts by email address. If a contact isn't found, one will be created. Finally, a gift will be generated in Virtuous CRM.

When this happens...
New Donation
Triggers when a new donation is created.
TriggerScheduled
automatically do this!
Create Gift
Triggers when a gift is created and/or updated.
ActionWrite

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Supported triggers and actions

What does this mean?

- Created Since
Trigger
Scheduled
Try It
- Updated Since
Trigger
Scheduled
Try It
- Contact note status
Trigger
Instant
Try It
- Gift status
Trigger
Instant
Try It
- Tag NameRequired
- Contact idRequired
Action
Write

- Contact NameRequired
- Contact TypeRequired
- Is Private
- Nickname
- Label
- Address 1
- Address 2
- City
- State Code
- Zip Code
- Country
- Is Primary Address
- Latitude
- Longitude
- Description
- Website
- Is Archived
- Reference Id
- Reference Source
Action
Write
- Contact IdRequired
- Contact NameRequired
- Contact TypeRequired
- Is Private
- Nickname
- Description
- Website
- Origin Segment Id
- Marital Status
Action
Write

- Contact ID
- Email Address
- Reference Source
- Reference Id
- Contact NameRequired
- Contact TypeRequired
- Is Private
- Nickname
- Label
- Address 1
- Address 2
- City
- State Code
- Zip Code
- Country
- Is Primary Address
- Latitude
- Longitude
- Description
- Website
- Is Archived
Action
Search or write

- Updated Since
Trigger
Scheduled
Try It
- Contact status
Trigger
Instant
Try It
New Form Submission
Triggers on a new form submission.
Trigger
Instant
Try It
- Contact idRequired
- TypeRequired
- NoteRequired
- Note date time
- Important
- Private
- Time spent
Action
Write
- Task TypeRequired
- TaskRequired
- Description
- Due Date TimeRequired
- OwnerRequired
Action
Write
- Contact IdRequired
- Gift TypeRequired
- Gift DateRequired
- Gift AmountRequired
- Batch
- Notes
- Is Tax Deductible
- Is Private
- Receipt Date
- Receipt Segment Id
- Segment Id
- Cash Accounting Code
- Tribute
- State
- Project Id
- Project Amount
- Premium Id
- Premium Quantity
- Transaction Source
- Transaction Id
Action
Write
- Contact ID
- Email Address
- Reference Source
- Reference Id
Action
Search

About Give Lively

Give Lively built and supports a powerful and practical fundraising platform that is free for nonprofits and intuitively easy to use for donors.

Learn more Help

Related categories

Accounting

About Virtuous CRM

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

Help

Related categories

Similar apps

Zapier Interfaces

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

Related Zap Templates

Find/create contacts and gifts in Virtuous CRM from new Give Lively donations

Related Zap Templates

Find/create contacts and gifts in Virtuous CRM from new Give Lively donations

Give Lively + Virtuous CRM

Find or create contacts and gifts in Virtuous CRM from new Give Lively donations

New Donation

Created Since

Updated Donation Status

Updated Since

New or Updated Contact Note

Contact note status

New or Updated Gift

Gift status

Create Contact Tag

Create Contact

Is Private

Nickname

Label

Address 1

Address 2

City

State Code

Zip Code

Country

Is Primary Address

Latitude

Longitude

Description

Website

Is Archived

Reference Id

Reference Source

Update Contact

Is Private

Nickname

Description

Website

Origin Segment Id

Marital Status

Find Contact

Contact ID

Email Address

Reference Source

Reference Id

Is Private

Nickname

Label

Address 1

Address 2

City

State Code

Zip Code

Country

Is Primary Address

Latitude

Longitude

Description

Website

Is Archived

Updated Donation

Updated Since

New or Updated Contact

Contact status

New Form Submission

Create Contact Note

Note date time

Important

Private

Time spent

Create Task

Description

Create Gift

Batch

Notes

Is Tax Deductible

Is Private

Receipt Date

Receipt Segment Id

Segment Id

Cash Accounting Code

Tribute

State

Project Id