Givebutter + Levitate
Create or update Levitate contacts with new transactions from Givebutter
When a new transaction is recorded in the Givebutter app, this workflow ensures the relevant contact details are updated or created in your Levitate Contact list. Simplify your donor management process, eliminating the need for manual data entry. This streamlined process helps you stay organized, saving you valuable time to focus more on cultivating relationships with your donors.
When a new transaction is recorded in the Givebutter app, this workflow ensures the relevant contact details are updated or created in your Levitate Contact list. Simplify your donor management process, eliminating the need for manual data entry. This streamlined process helps you stay organized, saving you valuable time to focus more on cultivating relationships with your donors.
- When this happens...New Transaction
Triggers when a new transaction is created.
- automatically do this!Create or Update Levitate Contact
Creates or updates a Contact in Levitate
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New Campaign
Triggers when a new campaign is created.
Try ItNew Transaction
Triggers when a new transaction is created.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Primary Email
Primary Phone
Primary Address Line 1
Primary Address Line 2
Primary Address City
Primary Address State
Primary Address Postal Code
Primary Address Country
Email
Type
Phone Number
Type
Address Line 1
Address Line 2
City
State
Country
Postal Code
Date of Birth
Company
Title
Twitter URL
LinkedIn URL
Facebook URL
Tags
Force Create
Donor NameRequired
Donor EmailRequired
Donation AmountRequired
Donation Date
Donation Type
Campaign
Donation Stage
External ID
Donor ID
New Ticket
Triggers when a new ticket is issued.
Try ItUpdated Campaign
Triggers when a campaign is updated.
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
Birthday
Tags
Note
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