NGP VAN + Tally

Create or update NGP VAN contacts from new Tally submissions

Effortlessly manage your contacts with this streamlined Tally and NGP VAN workflow. When a new submission occurs in Tally, a contact will be created or updated in NGP VAN, ensuring your contact list stays up-to-date and organized. Save time and maintain accurate contact information with this simple yet effective automation.

When this happens...
New Submission
Triggers when a new form submission is received.
TriggerInstant
automatically do this!
Create or Update Contact
Attempts to find a matching contact and updates it. If a contact record is not found, it creates it.
ActionWrite

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Supported triggers and actions

What does this mean?

- Select a formRequired
Trigger
Instant
Try It
- VANID
- External ID Type
- External ID
- Activist Codes
- Survey Questions
Action
Write
- VANID
- External ID Type
- External ID
Action
Write
- VANID
- External ID Type
- External ID
- NoteRequired
- Note CategoryRequired
Action
Write
- Person Id Copy
- VANID
- External ID Type
- External ID
- Contact Mode
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Preferred Contact Method
- Email
- Email Type
- Subscription Status
- Ignore Invalid Email
- Phone Number
- International Dialing Prefix
- Phone Type
- Phone Extension
- Is Preferred Phone
- Phone Opt-In Status
- Phone Number 2
- International Dialing Prefix 2
- Phone Type 2
- Phone Extension 2
- Is Preferred Phone 2
- Phone Opt-In Status 2
- Ignore Invalid Phones
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Address Type
- Activist Codes
- Email Interests
- Note
- Note Category
Action
Write

- Batch NumberRequired
- Batch Name
- DesignationRequired
- Expected Contribution Count
- Expected Contribution Total Amount
Action
Write
- VANID
- External ID Type
- External ID
- EmailRequired
- Email Type
- Subscription Status
- Email Interests
Action
Write

- Min Match Req Copy
- Person Id Copy
- VANID
- External ID Type
- External ID
- Contact Mode
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Email
- Phone Number
- International Dialing Prefix
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Information to Return
Action
Search

- VANID
- External ID Type
- External ID
- Activist CodesRequired
Action
Write
- VANID
- External ID Type
- External ID
- TagRequired
Action
Write
- VANID
- Contact External ID Type
- Contact External ID
- DesignationRequired
- Date ReceivedRequired
- AmountRequired
- Source Code
- Payment MethodRequired
- StatusRequired
- Financial Batch
- Direct Marketing Code
- Notes
- Online Reference Number
- External Contribution ID Type
- External Contribution ID
Action
Write
- VANID
- External ID Type
- External ID
- Survey QuestionsRequired
Action
Write
- Person Id Copy
- VANID
- External ID Type
- External ID
- Contact Mode
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Preferred Contact Method
- Email
- Email Type
- Subscription Status
- Ignore Invalid Email
- Phone Number
- International Dialing Prefix
- Phone Type
- Phone Extension
- Is Preferred Phone
- Phone Opt-In Status
- Phone Number 2
- International Dialing Prefix 2
- Phone Type 2
- Phone Extension 2
- Is Preferred Phone 2
- Phone Opt-In Status 2
- Ignore Invalid Phones
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Address Type
- Activist Codes
- Email Interests
- Note
- Note Category
- Contribution Copy
- DesignationRequired
- Date ReceivedRequired
- AmountRequired
- Source Code
- Payment MethodRequired
- StatusRequired
- Financial Batch
- Direct Marketing Code
- Notes
- Online Reference Number
- External Contribution ID Type
- External Contribution ID
Action
Write
- Online Actions FormRequired
Action
Write
- Search KeywordRequired
Action
Search
- Search KeywordRequired
- Batch NumberRequired
- Batch Name
- DesignationRequired
- Expected Contribution Count
- Expected Contribution Total Amount
Action
Search or write

About NGP VAN

NGP VAN is the leading technology provider to Democratic and progressive campaigns and organizations, nonprofits, municipalities, and others, offering an integrated platform of the best fundraising, compliance, field, organizing, digital, and social networking products.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Tally

The simplest way to create beautiful forms and surveys, for free.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

NGP VAN + Tally

Create or update NGP VAN contacts from new Tally submissions

New Submission

Add Canvass Responses

VANID

External ID Type

External ID

Activist Codes

Survey Questions

Add Contact History

VANID

External ID Type

External ID

Add Note to Contact

VANID

External ID Type

External ID

NoteRequired

Note CategoryRequired

Create or Update Contact

Person Id Copy

VANID

External ID Type

External ID

Contact Mode

Prefix

First Name

Middle Name

Last Name

Suffix

Date of Birth

Common Name

Official Name

Preferred Contact Method

Email

Email Type

Subscription Status

Ignore Invalid Email

Phone Number

International Dialing Prefix

Phone Type

Phone Extension

Is Preferred Phone

Phone Opt-In Status

Phone Number 2

International Dialing Prefix 2

Phone Type 2

Phone Extension 2

Is Preferred Phone 2

Phone Opt-In Status 2

Ignore Invalid Phones

Address Line 1

Address Line 2

Address Line 3

City

State or Province Code

Postal Code

Country Code

Address Type

Activist Codes

Email Interests

Note

Note Category

Create Financial Batch

Batch NumberRequired

Batch Name

DesignationRequired

Expected Contribution Count

Expected Contribution Total Amount

Subscribe Email

VANID

External ID Type

External ID

EmailRequired

Email Type

Subscription Status

Email Interests