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MemberSuite + Rally Corp

Create individuals in MemberSuite when new tags are added in Rally Corp

Wasting time manually adding contacts to your MemberSuite account? Save time with this automation. Whenever you add a new tag to a contact in your Rally Corp account, this integration will magically add the same contact to your MemberSuite account.

Wasting time manually adding contacts to your MemberSuite account? Save time with this automation. Whenever you add a new tag to a contact in your Rally Corp account, this integration will magically add the same contact to your MemberSuite account.

  1. When this happens...
    Rally CorpRally Corp
    Triggers When a Tag Is Added

    Fetches contact details whenever a tag is added

    TriggerInstant
  2. automatically do this!
    MemberSuiteMemberSuite
    Create Individual in CRM

    Creates a new Individual in MemberSuite CRM.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Tag NameRequired

    • Select the contact fields you want to send to your application. (Contact ID and Phone Number included by default)

    Trigger
    Instant
    Try It
    • Phone NumberRequired

    • First Name

    • Last Name

    • Email

    • Tags

    • Notes

    • Additional Custom Fields

    Action
    Write
    • Email AddressRequired

    • First NameRequired

    • Last NameRequired

    • Company NameRequired

    • Phone Number TypeRequired

    • Phone Number

    • Individual StatusRequired

    • Notes

    Action
    Write
    • Campaign NameRequired

    • Phone NumberRequired

    • First Name

    • Last Name

    • Additional Custom Fields

    Action
    Write
    • Workflow KeywordRequired

    • From NumberRequired

    • To NumberRequired

    Action
    Write
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membersuite logo

About MemberSuite

MemberSuite provides a CRM platform to keep the contact information of all your valuable members, donors, and prospects in one place. MemberSuite makes it easy to keep track of the people that allow your organization to shine.
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Related categories

  • CRM (Customer Relationship Management)

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rally-corp logo

About Rally Corp

Rally is for Charities & Causes Who Make a Lasting Impact. Use conversational text messaging to forge unbreakable relationships with donors and volunteers.

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