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.

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.

  1. When this happens...
    Give LivelyGive Lively
    New Donation

    Triggers when a new donation is created.

    TriggerScheduled
  2. automatically do this!
    Virtuous CRMVirtuous CRM
    Create Gift

    Triggers when a gift is created and/or updated.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Updated Since

    Trigger
    Scheduled
    Try It
    • Contact status

    Trigger
    Instant
    Try It
  • Virtuous CRM triggers, actions, and search

    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
give-lively logo
give-lively logo

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 moreHelp

Related categories

  • Accounting
virtuous-crm logo
virtuous-crm logo

About Virtuous CRM

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

Related categories

  • CRM (Customer Relationship Management)
  • Fundraising

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