Create Ortto records for new Raisely profiles to streamline data management
Effortlessly keep track of new profiles in Raisely by adding them as records in Ortto with this handy workflow. When a new profile is created in Raisely, this automation will instantly create a record in Ortto, ensuring your information stays organized and up-to-date without any manual effort. Say goodbye to tedious data entry and streamline your profile management process today.
Effortlessly keep track of new profiles in Raisely by adding them as records in Ortto with this handy workflow. When a new profile is created in Raisely, this automation will instantly create a record in Ortto, ensuring your information stays organized and up-to-date without any manual effort. Say goodbye to tedious data entry and streamline your profile management process today.
- When this happens...New Profile
Triggers when a profile is created within a fundraising campaign.
- automatically do this!Create Record
Search your Ortto data for a record based on the provided field or optionally create one if none is found.
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