Popular RallyUp + Virtuous CRM workflows

Our most popular Zap!

• Create Virtuous contacts from new RallyUp donors

  

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  RallyUp, Virtuous CRM

  RallyUp + Virtuous CRM

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  1. 

     When this happens

     Step 1: Transaction Made

  2. 

     Then do this

     Step 2: Create Contact

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  Create Virtuous contacts from new RallyUp donors

  

  by Zapier

  Zapier

  Create Virtuous contacts from new RallyUp donors

  Try it

  • 
  • 

  RallyUp, Virtuous CRM

  RallyUp + Virtuous CRM

• Add new RallyUp auction winners as Virtuous contacts

  

  by Zapier

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  • 

  RallyUp, Virtuous CRM

  RallyUp + Virtuous CRM

  More details

  1. 

     When this happens

     Step 1: Auction Winners Determined

  2. 

     Then do this

     Step 2: Create Contact

  See Zap detailsTry it

  Add new RallyUp auction winners as Virtuous contacts

  

  by Zapier

  Zapier

  Add new RallyUp auction winners as Virtuous contacts

  Try it

  • 
  • 

  RallyUp, Virtuous CRM

  RallyUp + Virtuous CRM

• Create Virtuous CRM contacts from new RallyUp sweepstakes winners

  

  by Zapier

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  RallyUp, Virtuous CRM

  RallyUp + Virtuous CRM

  More details

  1. 

     When this happens

     Step 1: Sweepstakes Winners Determined

  2. 

     Then do this

     Step 2: Create Contact

  See Zap detailsTry it

  Create Virtuous CRM contacts from new RallyUp sweepstakes winners

  

  by Zapier

  Zapier

  Create Virtuous CRM contacts from new RallyUp sweepstakes winners

  Try it

  • 
  • 

  RallyUp, Virtuous CRM

  RallyUp + Virtuous CRM

• Add new RallyUp raffle winners as Virtuous CRM contacts

  

  by Zapier

  Zapier

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  • 
  • 

  RallyUp, Virtuous CRM

  RallyUp + Virtuous CRM

  More details

  1. 

     When this happens

     Step 1: Raffle Winners Determined

  2. 

     Then do this

     Step 2: Create Contact

  See Zap detailsTry it

  Add new RallyUp raffle winners as Virtuous CRM contacts

  

  by Zapier

  Zapier

  Add new RallyUp raffle winners as Virtuous CRM contacts

  Try it

  • 
  • 

  RallyUp, Virtuous CRM

  RallyUp + Virtuous CRM

• 

  Activity Results Added

  Triggers when Activity Results are added to any of an Organization’s campaigns.

  Trigger

  Scheduled
• 

  A-Thon Pledge Submitted

  Triggers when a Transaction is made that contains A-Thon Pledges (per-unit or flat donation).

  Trigger

  Scheduled
• 

  Auction Bid Submitted

  Triggers when a transaction is made containing auction bids.

  Trigger

  Scheduled
• 

  Auction Winners Determined

  Triggers when the winner’s list is completely populated on any auction in the organization’s account. In other words, when the auction is finished processing and the winner’s list is totally populated.

  Trigger

  Scheduled
• 

  Campaign Ends

  Triggers when a campaign’s status changes to Ended, Completed, or Processing.

  Trigger

  Scheduled
• 

  Crowdfunding Perk Purchased

  Triggers when a transaction is made that contains Crowdfunding Perks.

  Trigger

  Scheduled
• 

  Event Ticket Purchased

  Triggers when a transaction is made that includes Event tickets.

  Trigger

  Scheduled
• 

  Live Stream Ended

  Triggers when a live stream is ended on any of an organization’s campaigns.

  Trigger

  Instant
• RallyUp

  Triggers when a live stream is started on any of an organization’s campaigns.

  Instant

  Trigger

• RallyUp

  Triggers when Someone submits a question via the “Contact Organizer” function on the Campaign Page.

  Scheduled

  Trigger

• RallyUp

  Triggers when Participants (Team Members) are added to any of an Organization’s campaigns.

  Scheduled

  Trigger

• RallyUp

  Triggers when a Transaction is made that contains Raffle Tickets.

  Scheduled

  Trigger

• RallyUp

  Triggers when the winner drawing process is completed on any raffle under this organization’s account.

  Scheduled

  Trigger

• RallyUp

  Triggers when a recurring payment is made on a Campaign, which includes the first recurrence as well as any subsequent recurrences.

  Scheduled

  Trigger

• RallyUp

  Triggers when a transaction is made that contains sale items.

  Scheduled

  Trigger

• RallyUp

  Triggers when a Transaction is made that contains Sweepstakes Entries.

  Scheduled

  Trigger

• RallyUp

  Triggers when the winner drawing process is completed on any sweepstakes under this organization’s account.

  Scheduled

  Trigger

• RallyUp

  Triggers when Teams are added to any of an Organization’s Campaigns.

  Scheduled

  Trigger

• RallyUp

  Triggers when a new transaction is submitted on your Campaign, whether through Checkout or through Campaign Management.

  Scheduled

  Trigger

• RallyUp

  Triggers when an update is posted on one of the Organization’s Campaigns.

  Scheduled

  Trigger

• Virtuous CRM

  Triggers when a contact is created and/or updated.

  Instant

  Trigger

• Virtuous CRM

  Triggers when a contact note is created and/or updated.

  Instant

  Trigger

• Virtuous CRM

  Triggers on a new form submission.

  Instant

  Trigger

• Virtuous CRM

  Triggers when a gift is created and/or updated.

  Instant

  Trigger

• Virtuous CRM

  Creates a contact note.

  Scheduled

  Action

• Virtuous CRM

  Creates a Tag for Contact.

  Scheduled

  Action

• Virtuous CRM

  Creates a task.

  Scheduled

  Action

• Virtuous CRM

  Creates a contact.

  Scheduled

  Action

• Virtuous CRM

  Creates a gift.

  Scheduled

  Action

• Virtuous CRM

  Updates a contact

  Scheduled

  Action

• Virtuous CRM

  Finds a contact by email or reference source and identifier

  Scheduled

  Action

• Virtuous CRM

  Find a contact by email or reference. Optionally, create one if none are found.

  Scheduled

  Action