Create integrations between Personalize and EveryAction to automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.

A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.

An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.

Triggers and actions are the main components of every automated workflow.

Connect Personalize and EveryAction to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Contact
Triggers when a new contact is added
Trigger
Instant
Try It
Overall Top Interests Change (Known Contacts)
Triggers when top 3 interests rollup for all known contacts has changed
Trigger
Instant
Try It
- VANID
- External ID Type
- External ID
- Activist Codes
  Required
Action
Write
- VANID
- External ID Type
- External ID
- Tag
  Required
Action
Write
- VANID
- External ID Type
- External ID
- DesignationId
- Date Received
  Required
- Amount
  Required
- Tag
  Required
- Payment Method
  Required
- Status
  Required
- 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 Questions
Action
Write
- PersonIdCopy
- 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
  Required
- Email Interests
- Note
  Required
- Note Category
  Required
- ContributionCopy
- Contrib_designationId
- Date Received
  Required
- Amount
  Required
- Source Code
- Payment Method
  Required
- Status
  Required
- Financial Batch
- Direct Marketing Code
- Notes
- Online Reference Number
- External Contribution ID Type
- External Contribution ID
Action
Write

- Online Actions Form
  Required
Action
Write
- Search Keyword
  Required
Action
Search
- Search Keyword
  Required
- Batch Number
  Required
- Batch Name
- DesignationId
- Expected Contribution Count
- Expected Contribution Total Amount
Action
Search or write

Contact Interest Changes
Triggers when any top 3 interests change for a contact
Trigger
Instant
Try It
Overall Top Interests Change (Anonymous Visitors)
Triggers when top 3 interests rollup for all website visitors has changed
Trigger
Instant
Try It
- VANID
- External ID Type
- External ID
- Activist Codes
  Required
- Survey Questions
Action
Write
- VANID
- External ID Type
- External ID
Action
Write
- VANID
- External ID Type
- External ID
- Note
  Required
- Note Category
  Required
Action
Write
- PersonIdCopy
- 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
  Required
- Email Interests
- Note
  Required
- Note Category
  Required
Action
Write
- Batch Number
  Required
- Batch Name
- DesignationId
- Expected Contribution Count
- Expected Contribution Total Amount
Action
Write
- VANID
- External ID Type
- External ID
- Email
- Email Type
- Subscription Status
- Activist Codes
  Required
Action
Write
- MinMatchReqCopy
- PersonIdCopy
- 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

About Personalize

Personalize is a tool to identify what each customer is most interested in at any given moment so you can promote the right product or service at the right time.

Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

About EveryAction

EveryAction provides nonprofits with customer relationship management, donor management, and fundraising software tools.

Help

Related categories

Contact Management

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Create integrations between Personalize and EveryAction to automate any workflow

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

A trigger is where automation begins

Now it's time for action

And that's it! You've just created a Zap.

Automate your lead management and improve conversions

PRODUCTS

CAPABILITIES

By team

Create integrations between @media (min-width: 1024px){.css-1vk2mvk{display:inline-block;}}Personalize and EveryAction to automate any workflow

A trigger is where automation begins

Now it's time for action

And that's it! You've just created a Zap.

Automate your lead management and improve conversions

Create integrations between Personalize and EveryAction to automate any workflow