Send Slack channel messages for new PhoneRaise notes
Slack is excellent for keeping updated with various services in one central message channel. New notes entered in PhoneRaise can be a good way of viewing a recent history of your donors in PhoneRaise. Once this template is active, whenever there's a new note in PhoneRaise, a message with the relevant info will be sent to the Slack channel of your choice automatically.
Slack is excellent for keeping updated with various services in one central message channel. New notes entered in PhoneRaise can be a good way of viewing a recent history of your donors in PhoneRaise. Once this template is active, whenever there's a new note in PhoneRaise, a message with the relevant info will be sent to the Slack channel of your choice automatically.
- When this happens...New Touchpoint
Triggers when a new touchpoint is found.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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New Donor
Triggers when a new donor is found.
Try ItNew or Updated Donor
Triggers when a donor is created or updated.
Try ItCustom Donor ID
Primary First Name
Primary Last Name
Primary Phone Number
Primary Email
Secondary First Name
Secondary Last Name
Secondary Email
Secondary Phone Number
Home Phone Number
Address 1
Address 2
City
State
Country
Zip Code
Status
Volunteer ID
Volunteer Notes
Last Donation Amount
Amount
Recent Donation Amount
Recent Donation Date
Ask Amount
Tag
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