Plumsail Documents + NationBuilder Integrations

How to connect Plumsail Documents + NationBuilder

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Supported triggers and actions

What does this mean?

- Process NameRequired
Trigger
Instant
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- Limitations
  This trigger experiences inconsistencies when handling large volumes of logged contacts in a nation. If you are expecting one person to make more than 100 contacts within a 5 minute period, please contact NationBuilder.
- Person IDRequired
  The NationBuilder ID of the person making the contact. Your zap will trigger every time this person makes a contact.
Trigger
Scheduled
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- SiteRequired
  The site in your nation that you want to check for new events.
Trigger
Scheduled
Try It
- Limitations
  This trigger experiences inconsistencies when handling large volumes of updated people in a nation. If you are expecting updates to more than 100 people records within a 5 minute period, please contact NationBuilder.
Trigger
Scheduled
Try It
- Person IDRequired
  The NationBuilder ID of the person who is receiving the political capital.
- AmountRequired
  Political capital to be awarded. Negative values will deduct capital.
- ReasonRequired
  The reason the political capital was awarded or deducted.
Action
Write

- First NameRequired
- Last NameRequired
- EmailRequired
- Amount TypeRequired
- Donation AmountRequired
- Payment TypeRequired
- Succeeded At
  Timestamp representing when the donation succeeded. This is optional, but if not included, the donation will be considered failed. Can match any of the formats listed here.
- Tracking Code
  This is the tracking code slug for this donation type.
- Page this donation is from (slug)
  The slug of the donation page this donation should be credited to (primary website only)
- Check/Wire/MO number
  Will not be displayed in the Control Panel unless Payment Type is Check
- Fundraiser
  Email address of the person who should be credited with fundraising this donation.
- Donation Custom Fields
  Should include both the donation custom field slug (on the left) and the custom field value (on the right). e.g. t_shirt_size : medium.
- Mailing Slug
  The slug of the email blast that this donation is attached to.
Action
Write
- SiteRequired
  The site in your nation that is housing the event.
- EventRequired
  The event in your nation you'd like to create the RSVP for.
- Person IDRequired
  The NationBuilder ID of the person RSVPing for the event.
- Attended?
  Did this person attend the event? Leave blank if the event hasn't happened yet.
Action
Write

- EmailRequired
- First Name
- Last Name
- Email Opt In
  Has this person opted-in to email correspondence?
- Mobile Phone
- Mobile Phone Opt In
  Has this person opted-in to mobile correspondence?
- Home Phone
- Work Phone
- Street Address
- Apt/Unit Number
- City
- State
- Zip Code
- County
- Country Code
  Should match the ISO-3166-1 alpha-2 format. Must be capitalized.
- Date of Birth
  Should match the format yyyy-mm-dd.
- Tags
  Please include each tag separated by a comma.
- Created at
  Timestamp representing when this person was created. Can match any of the formats listed here.
- Support Level
  The level of support this person has for your nation (between 1 and 5). 1 being Strong support, 5 meaning strong opposition, and 3 meaning undecided.
- Recruiter
  The person who recruited this person (if you already know the recruiter's "NationBuilder ID" then select "Use Custom Value" to enter their ID).
- Point Person
  This person's point person (if you already know the point persons "NationBuilder ID" then select "Use Custom Value" to enter their ID).
- Custom Fields
  Should include both the custom field slug (on the left) and the custom field value (on the right). e.g. t_shirt_size : medium.
- Employer
  The name of the company for which this person works
- Occupation
- Latitude (home address)
- Longitude (home address)
- Trigger Webhooks?
  Should this fire any create/update webhooks you may have in your nation? This defaults to true.
- Language
  What is this person's primary language? (make sure to use the two digit ISO 639‑1 language code)
Action
Write
- Person IDRequired
  The NationBuilder ID of the person in your nation to have the tag deleted.
- Tag NameRequired
  The name of the tag to be removed from the person in your nation.
Action
Write
- Person IDRequired
  The NationBuilder ID of the person to add the private note.
- Author ID
  The NationBuilder ID of the person who created the private note.
- ContentRequired
Action
Write
- NameRequired
  The name of the membership
- Person_IDRequired
  Sometime called Signup ID or NationBuilder ID, this is the ID of the person.
- Memberships Status
  The current status of the membership, or a choice between "active", "grace period", "canceled", or "expired"
- Status Reason
  A description of how the membership acquired its current status
- Expires On
  A timestamp representing when the membership expires. Ex: "2014-07-21T13:48:51-07:00"
- Started At
  A timestamp representing when the membership was started. Ex: "2014-07-21T13:48:51-07:00"
Action
Write
- Person's Email
  This email will be used to find the person in your nation, and return their details
- External ID
  The external_id of the signup record you are searching for.
Action
Search
- Person IDRequired
  ID of the person you want to return.
Action
Search

- Process NameRequired
Action
Write
- Limitations
  This trigger experiences inconsistencies when handling large volumes of new donations in a nation. If you are expecting more than 100 donations within a 5 minute period, please contact NationBuilder.
Trigger
Scheduled
Try It
- Limitations
  This trigger experiences inconsistencies when handling large volumes of newly created people in a nation. If you are expecting more than 100 people records to be created within a 5 minute period, please contact NationBuilder.
Trigger
Scheduled
Try It
- Person IDRequired
  The NationBuilder ID of the person to add to the list. Note: Ensure ID exists. Current API behavior does not error with missing IDs. It is recommended that you use "Return Person" to verify ID exists.
- ListRequired
  The list in your nation that you would like to add the person to.
Action
Write
- Person IDRequired
  The NationBuilder ID of the person to log the contact against.
- Author IDRequired
  The NationBuilder ID of the person who made the contact.
- Broadcaster ID
  The ID of the broadcaster on whose behalf the sender made the contact.
- Contact Status
- Contact MethodRequired
- Contact Type
- Contact Note
- Date of Contact
  Must be formatted in ISO 8601 - as YYYY-MM-DDTHH:MM:SSZ (UTC) or YYYY-MM-DDTHH:MM:SS-HH:MM (Second HH:MM is offset time zone).
Action
Write
- SiteRequired
  The site in your nation where you want the new event to be created.
- NameRequired
- Event Description
- Start Time/DateRequired
  When does your event start? Can match any of the formats listed here.
- End Time/DateRequired
  When does your event finish? Can match any of the formats listed here.
- TimezoneRequired
  Should match format UTC−06:00
- Venue Name
- Venue Street Address
- Venue City
- Venue State
- RSVP Form: Phone?Required
  When someone RSVPs to this event, is their mobile number required?
- RSVP Form: Address?Required
  When someone RSVPs to this event, is their address required?
- RSVP: Allow guests?Required
  When someone RSVPs, can they specify guests?
- CapacityRequired
  What is the limit on this event?
Action
Write
- Person IDRequired
  The NationBuilder ID of the person to add the membership to.
- Membership NameRequired
- Membership StatusRequired
- Membership Status Reason
  A description of how the membership acquired its current status.
- Membership Started At
  A timestamp representing when the membership was started. Can match any of the formats listed here.
- Membership Expires On
  A timestamp representing when the membership will expire. Can match any of the formats listed here.
Action
Write
- SiteRequired
  The site in your nation that is housing the event.
- PetitionRequired
  The ID of the petition in your nation you'd like to create the signature for.
- Person IDRequired
  The NationBuilder ID of the person RSVPing for the event.
- Comment
  Optional comment on this signature
- Private
Action
Write
- Person IDRequired
  The NationBuilder ID of the person in your nation to have the tag deleted.
- List of tagsRequired
  Please separate each tag name into each field. Once you click away from the field, a new empty field will appear.
Action
Write
- Event IDRequired
  What is the ID of the Event you're trying to update?
- Page StatusRequired
  What is the status of the page?
- Site SlugRequired
  The site in your nation where you want the new event to be created.
- NameRequired
  What is the name of the name of the event?
- Headline
  What is the headline for the page?
- title
  What is the title for the page?
- Start TimeRequired
  What is the start time of the event
- End TimeRequired
  What is the end time of the event?
- Published AtRequired
  Ex: 2022-10-06T13:12:11-07:00
Action
Write
- Person IDRequired
  ID of the person who was contacted.
Action
Search
- Donor IDRequired
  Please input donor ID, person ID or signup ID
- Donation IDRequired
  ID of the specific donation for the donor
Action
Search
- EmailRequired
  This email will be used to find the person in your nation, and return their details
- External ID
  The external_id of the signup record you are searching for.
- First Name
- Last Name
- Email Opt In
  Has this person opted-in to email correspondence?
- Mobile Phone
- Mobile Phone Opt In
  Has this person opted-in to mobile correspondence?
- Home Phone
- Work Phone
- Street Address
- Apt/Unit Number
- City
- State
- Zip Code
- County
- Country Code
  Should match the ISO-3166-1 alpha-2 format. Must be capitalized.
- Date of Birth
  Should match the format yyyy-mm-dd.
- Tags
  Please include each tag separated by a comma.
- Created at
  Timestamp representing when this person was created. Can match any of the formats listed here.
- Support Level
  The level of support this person has for your nation (between 1 and 5). 1 being Strong support, 5 meaning strong opposition, and 3 meaning undecided.
- Recruiter
  The person who recruited this person (if you already know the recruiter's "NationBuilder ID" then select "Use Custom Value" to enter their ID).
- Point Person
  This person's point person (if you already know the point persons "NationBuilder ID" then select "Use Custom Value" to enter their ID).
- Custom Fields
  Should include both the custom field slug (on the left) and the custom field value (on the right). e.g. t_shirt_size : medium.
- Employer
  The name of the company for which this person works
- Occupation
- Latitude (home address)
- Longitude (home address)
- Trigger Webhooks?
  Should this fire any create/update webhooks you may have in your nation? This defaults to true.
- Language
  What is this person's primary language? (make sure to use the two digit ISO 639‑1 language code)
Action
Search or write

How Plumsail Documents + NationBuilder Integrations Work

Step 1: Authenticate Plumsail Documents and NationBuilder.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Plumsail Documents + NationBuilder

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Learn more

Related categories

Documents

About NationBuilder

NationBuilder is designed to power your organizations, movements, and campaigns.

Learn more

Related categories

CRM (Customer Relationship Management)

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Plumsail Documents + NationBuilder Integrations

How to connect Plumsail Documents + NationBuilder

Connect your apps and automate workflows

Process Finished

New Contact Made

Limitations

Person IDRequired

New Event

SiteRequired

Person Updated

Limitations

Award Political Capital

Person IDRequired

AmountRequired

ReasonRequired

Create Donation

First NameRequired

Last NameRequired

EmailRequired

Amount TypeRequired

Donation AmountRequired

Payment TypeRequired

Succeeded At

Tracking Code

Page this donation is from (slug)

Check/Wire/MO number

Fundraiser

Donation Custom Fields

Mailing Slug

Create Event RSVP

SiteRequired

EventRequired

Person IDRequired

Attended?

Create/Update Person

EmailRequired

First Name

Last Name

Email Opt In

Mobile Phone

Mobile Phone Opt In

Home Phone

Work Phone

Street Address

Apt/Unit Number

City

State

Zip Code

County

Country Code

Date of Birth

Tags

Created at

Support Level

Recruiter

Point Person

Custom Fields

Employer

Occupation

Latitude (home address)

Longitude (home address)

Trigger Webhooks?

Language

Delete Tag

Person IDRequired

Tag NameRequired

Create Private Note

Person IDRequired

Author ID

ContentRequired

Update Membership

NameRequired

Person_IDRequired

Memberships Status

Status Reason

Expires On

Started At

Find Person

Person's Email

External ID