Give Lively + Virtuous CRM

Give Lively + Virtuous CRM integrations

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 DonationTriggers when a new donation is created.
TriggerPolling
automatically do this!
Create GiftTriggers when a gift is created and/or updated.
ActionWrite

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More things you can do with Give Lively and Virtuous CRM

Discover other triggers and actions you can use with Give Lively and Virtuous CRM

- Created Since
Trigger
Polling
Try It
- Updated Since
Trigger
Polling
Try It
- Contact note status
Trigger
Instant
Try It
- Gift status
Trigger
Instant
Try It
- Tag Name
  Required
- Contact id
  Required
Action
Write

- Contact Name
  Required
- Contact Type
  Required
- IsPrivate
- Nickname
- Label
- Address 1
- Address 2
- City
- StateCode
- Zip Code
- Country
- IsPrimary_address
- Latitude
- Longitude
- Description
- Website
- IsArchived
- ReferenceId
- ReferenceSource
Action
Write
- ContactId
  Required
- Contact Name
  Required
- ContactType
  Required
- IsPrivate
- Nickname
- Description
- Website
- OriginSegmentId
- MaritalStatus
Action
Write

- Contact ID
- Email Address
- ReferenceSource
- ReferenceId
- Contact Name
  Required
- Contact Type
  Required
- IsPrivate
- Nickname
- Label
- Address 1
- Address 2
- City
- StateCode
- Zip Code
- Country
- IsPrimary_address
- Latitude
- Longitude
- Description
- Website
- IsArchived
Action
Search or write

- Updated Since
Trigger
Polling
Try It
- Contact status
Trigger
Instant
Try It
New Form Submission
Triggers on a new form submission.
Trigger
Instant
Try It
- Contact id
  Required
- Type
  Required
- Note
  Required
- Note date time
- Important
- Private
- Time spent
Action
Write
- TaskType
  Required
- Task
  Required
- Description
- Due Date Time
  Required
- Owner
  Required
Action
Write
- ContactId
  Required
- GiftType
  Required
- GiftDate
  Required
- Gift Amount
  Required
- Batch
- Notes
- IsTaxDeductible
- IsPrivate
- ReceiptDate
- ReceiptSegmentId
- SegmentId
- CashAccountingCode
- Tribute
- State
- ProjectId
- Project Amount
- PremiumId
- Premium Quantity
- TransactionSource
- TransactionId
Action
Write
- Contact ID
- Email Address
- ReferenceSource
- ReferenceId
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 moreLearn moreHelpHelp

Related categories

Accounting

About Virtuous CRM

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

Fundraising

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