Create new transactions in You Need A Budget for every new transaction in Givebutter
Streamline your fundraising and budgeting efforts with this efficient workflow. When a new transaction occurs in Givebutter, it will instantly create a corresponding transaction in You Need A Budget. This automation helps keep your budget up-to-date, saving you the time and effort needed to manually enter data, and allowing you to focus more on your fundraising initiatives.
Streamline your fundraising and budgeting efforts with this efficient workflow. When a new transaction occurs in Givebutter, it will instantly create a corresponding transaction in You Need A Budget. This automation helps keep your budget up-to-date, saving you the time and effort needed to manually enter data, and allowing you to focus more on your fundraising initiatives.
- When this happens...New Transaction
Triggers when a new transaction is created.
- automatically do this!Create Transaction
Creates a new transaction.
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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
Age of Money Changes
Triggers when your Age of Money changes.
Try It