PhoneRaise + Smartsheet

PhoneRaise + Smartsheet integrations

Create new donors in PhoneRaise whenever new rows are added in Smartsheet

This workflow kicks into action with each new row added in your Smartsheet app, ensuring your donor management is always current in the PhoneRaise app. No need to manually input data; this automation streamlines your process, saving you time and reducing potential data entry errors. Take advantage of this integration to make your donor management simpler and more efficient.

When this happens...
New RowTriggers when a new row is added.
TriggerPolling
automatically do this!
Create DonorCreates a donor in the campaign.
ActionWrite

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More things you can do with Smartsheet and PhoneRaise

Discover other triggers and actions you can use with Smartsheet and PhoneRaise

Get Reports
[PRIVATE] Generates report list for dropdown.
Trigger
Polling
Try It
- Choose a Sheet
  Required
Trigger
Polling
Try It
- Select a Report
  Required
Trigger
Polling
Try It
- Workspace Name
  Required
Action
Write
- Choose a Sheet
  Required
- Row
  Required
- Title
  Required
- Comment
  Required
Action
Write

- Source Folder
  Required
- Destination Folder
  Required
- New Folder Name
  Required
Action
Write
- Workspace
  Required
- New Name
  Required
- What to Include?
- Skip Remap
Action
Write

- Choose Source Sheet
  Required
- Choose a Destination Sheet
  Required
- Choose Row
  Required
Action
Write
- Destination
  Required
- Template
  Required
- Copy Cells?
  Required
- Copy Attachments?
  Required
- Copy Discussions?
  Required
- Sheet Name
  Required
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Choose Row
  Required
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
Action
Write
- Choose a Sheet
  Required
- Email Address(es) to Share To
  Required
- Access Level
  Required
- Notify via Email?
  Required
- Email Subject
- Message
- CC Me?
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Sheet ID
  Required
- Row ID
  Required
Action
Search
New Donor
Triggers when a new donor is found.
Trigger
Polling
Try It
New or Updated Donor
Triggers when a donor is created or updated.
Trigger
Polling
Try It
- Custom 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
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
Action
Write
- Donor ID
  Required
Action
Write
- Donor ID
  Required
- Custom 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
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
Action
Write
- Donor ID
Action
Search
- Donor Email
  Required
Action
Search
- Donor Phone Number
  Required
Action
Search
- Donor ID
  Required
Action
Search
- Donor ID
- Custom 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
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
Action
Search or write
- Donor Email
  Required
- Custom 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
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
Action
Search or write
- Donor Phone Number
  Required
- Custom 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
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
Action
Search or write
- Donor ID
  Required
- Activity
- Description
- Due Date
- Is Complete
- Completed Date
- Title
- Note
- Donor Selection Type
- Donor ID
- Custom Donor ID
- Donor Email
- Donor Phone Number
Action
Search or write

- Choose a Sheet
  Required
Trigger
Polling
Try It
- Choose a Sheet
  Required
Trigger
Polling
Try It
Updated Row
Triggers when cells in a row are updated or created (based on your settings).
Trigger
Instant
Try It
- Sheet
  Required
- Row
  Required
- File Attachment
  Required
Action
Write
- Choose a Sheet
  Required
- Add Row to Top or Bottom
Action
Write
- Choose Source Sheet
  Required
- Choose a Destination Sheet
  Required
- Choose Row
  Required
Action
Write
- Sheet
  Required
- Column
  Required
- Parent Row
Action
Write
- Destination
  Required
- Sheet to Copy
  Required
- Copy Cells?
  Required
- Copy Attachments?
  Required
- Copy Discussions?
  Required
- Sheet Name
  Required
Action
Write
- Choose a Sheet
  Required
- Row ID
  Required
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Format
  Required
- Email Subject
- Message
- CC Me?
- Paper Size
Action
Write
- Choose a Workspace
  Required
- Email Address(es) to Share To
  Required
- Access Level
  Required
- Notify via Email?
  Required
- Email Subject
- Message
- CC Me?
Action
Write
Find sheet Row (Legacy)
Find a row in a specified sheet using a query.
Action
Write
- Sheet ID
  Required
- Query
  Required
Action
Search
New Touchpoint
Triggers when a new touchpoint is found.
Trigger
Polling
Try It
New or Updated Touchpoint
Triggers when a touchpoint is updated.
Trigger
Polling
Try It
- 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 ID
  Required
Action
Write
- Touchpoint ID
  Required
- Donor ID
- Activity
- Title
- Description
- Note
- Due Date
- Is Complete
- Completed Date
Action
Write
- Custom Donor ID
  Required
Action
Search
- Donor ID
  Required
Action
Search
- Touchpoint ID
Action
Search
- Touchpoint ID
  Required
Action
Search
- Custom Donor ID
  Required
- 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
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
Action
Search or write
- Donor ID
  Required
- Custom 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
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
Action
Search or write
- Touchpoint ID
- Activity
- Description
- Due Date
- Is Complete
- Completed Date
- Title
- Note
- Donor Selection Type
- Donor ID
- Custom Donor ID
- Donor Email
- Donor Phone Number
Action
Search or write
- Touchpoint ID
  Required
- Activity
- Description
- Due Date
- Is Complete
- Completed Date
- Title
- Note
- Donor Selection Type
- Donor ID
- Custom Donor ID
- Donor Email
- Donor Phone Number
Action
Search or write

About PhoneRaise

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

HelpHelp

Related categories

Fundraising

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

HelpHelp

Related categories

Spreadsheets

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Update donors in PhoneRaise whenever rows are updated in Smartsheet

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