PhoneRaise + Slack + Filter by Zapier

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.

  1. When this happens...
    PhoneRaisePhoneRaise
    New Touchpoint

    Triggers when a new touchpoint is found.

    TriggerPolling
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    ActionWrite
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Supported triggers and actions

    • Activity

    • Description

    • Due Date

    • Is Complete

    • Completed Date

    • Title

    • Note

    • Donor Selection Type

    • Donor ID

    • Custom Donor ID

    • Donor Email

    • Donor Phone Number

    Action
    Write
    • Touchpoint IDRequired

    Action
    Write
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phoneraise logo

About PhoneRaise

PhoneRaise is an app built specifically for moves management, tracking your donor relationships and implement your outreach plan – right from your phone.

Related categories

  • Fundraising
slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
Learn more

Related categories

  • Team Chat

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filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn more

Related categories

  • Developer Tools
  • Zapier