Spektrix + Volunteero + Filter by Zapier

Add customers with tags in Spektrix when new volunteers are created in Volunteero

When volunteers sign up in Volunteero, their information needs to be updated with Spektrix to maintain a unified set of information across both systems. When a new volunteer is created in Volunteero with valid contact information (name and email), this Zap automatically finds or creates a matching customer record in Spektrix and optionally tags them with a selected organizational Tag. This eliminates the need for manual data imports between systems and ensures your volunteer records stay in sync, improving your team's efficiency and data accuracy.

When this happens...
New VolunteerTriggers when a volunteer record is created.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Customer: Add Tag(s)Adds Tag(s) on a Customer record
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with these apps

Discover other triggers and actions you can use with Volunteero, Filter by Zapier, and more

Qualification Added to Volunteer
Triggers when a qualification is added to a volunteer profile.
Trigger
Instant
Try It
New Client
Triggers when a client record is created.
Trigger
Instant
Try It
New Report
Triggers when a volunteer or staff has created a report.
Trigger
Instant
Try It
Client Deleted
Triggers when a client record is deleted.
Trigger
Instant
Try It
Volunteer Deleted
Triggers when a volunteer is deleted from your organisation.
Trigger
Instant
Try It

Remove Badge
Triggers when a badge is removed from a volunteer.
Trigger
Instant
Try It
Report Revised
Triggers when a staff user has revised a report.
Trigger
Instant
Try It

Mission Updated
Triggers when mission details are updated.
Trigger
Instant
Try It
Report Status Updated
Triggers when status of a report has changed.
Trigger
Instant
Try It
- Volunteer Id
  Required
- Badge Id
  Required
Action
Write
- Given Name
  Required
- Family Name
- Email
- Phone Number
- Gender
- Religion
- Orientation
- Ethnicity
- Address Line 1
- Address Line 2
- City
- Postcode
- State
- Country
- Notes
- Client Type
- E1 Given Name
- E1 Family Name
- E1 Phone Number
- E1 Email
- E1 Relationship
- E1 Address Line 1
- E1 Address Line 2
- E1 Postcode
- E1 City
- E1 State
- E1 Country
- E1 Notes
- E2 Given Name
- E2 Family Name
- E2 Phone Number
- E2 Email
- E2 Relationship
- E2 Address Line 1
- E2 Address Line 2
- E2 Postcode
- E2 City
- E2 State
- E2 Country
- E2 Notes
- Date of Birth
- Mission Enabled
- Disabilities
- Tags
- Groups
- External Ids
Action
Write
- Given Name
  Required
- Family Name
  Required
- Email
- App Access
- Auto Sync
- Skip Volunteero Account Setup
- Send Sso Email
- Submission Id
- Phone Number
- Gender
- Religion
- Orientation
- Ethnicity
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Country
- Notes
- Disabilities
- Status
- Date of Birth
- Start Date
- Leave Date
- Volunteer Time Offset
- E1 Given Name
- E1 Family Name
- E1 Phone Number
- E1 Email
- E1 Relationship
- E1 Address Line 1
- E1 Address Line 2
- E1 Postcode
- E1 City
- E1 State
- E1 Country
- E1 Notes
- E2 Given Name
- E2 Family Name
- E2 Phone Number
- E2 Email
- E2 Relationship
- E2 Address Line 1
- E2 Address Line 2
- E2 Postcode
- E2 City
- E2 State
- E2 Country
- E2 Notes
- External Ids
- Groups
- Tags
- Lang
Action
Write
- Client Id
  Required
- Mission Enabled
  Required
Action
Write
- Volunteer Id
  Required
- Given Name
- Family Name
- Email
- Auto Sync
- Phone Number
- Gender
- Religion
- Orientation
- Ethnicity
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Country
- Notes
- Disabilities
- Status
- Date of Birth
- Start Date
- Leave Date
- Volunteer Time Offset
- E1 Given Name
- E1 Family Name
- E1 Phone Number
- E1 Email
- E1 Relationship
- E1 Address Line 1
- E1 Address Line 2
- E1 Postcode
- E1 City
- E1 State
- E1 Country
- E1 Notes
- E2 Given Name
- E2 Family Name
- E2 Phone Number
- E2 Email
- E2 Relationship
- E2 Address Line 1
- E2 Address Line 2
- E2 Postcode
- E2 City
- E2 State
- E2 Country
- E2 Notes
- External Ids
- Groups
- Tags
Action
Write
- Mission Id
  Required
Action
Search
- Only continue if...
  Required
Action
Filter
- Spektrix Customer ID
  Required
- Attribute Name
  Required
- Clear Attribute
  Required
Action
Write
- Basket ID
  Required
Action
Write
- Basket ID
  Required
- Event Name
- Instance ID
  Required
- Area ID
  Required
- Ticket Type
  Required
- Quantity
- Override Price
Action
Write
- Basket Id
  Required
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Date of Birth
- Mobile Number
- Tags
- Contact Preferences
Action
Write
- Customer ID
- Tag ID
Action
Write
- Customer ID
  Required
- Basket ID
  Required
Action
Write
- Overriden Price
  Required
- Ticket ID
  Required
- Basket ID
  Required
Action
Write
- Basket ID
- Fund
  Required
- Donation Amount
  Required
- Recognition Name
- Donation is Anonymous
- Tribute Type
Action
Write
- Payment Type Id
  Required
- Payment Amount
  Required
- Basket ID
  Required
Action
Write
- Spektrix Customer ID
  Required
Action
Search
- Membership Name
  Required
Action
Search
- Event Name
  Required
Action
Search
- Start From
- Start To
- Spektrix Event ID
Action
Search
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Date of Birth
- Mobile Number
- Tags
- Contact Preferences
Action
Search or write

Award Badge
Triggers when a volunteer is awarded a badge.
Trigger
Instant
Try It
New Mission
Triggers when a new mission is created.
Trigger
Instant
Try It
New Volunteer
Triggers when a volunteer record is created.
Trigger
Instant
Try It
Mission Deleted
Triggers when a mission is deleted.
Trigger
Instant
Try It
New Form Submission
Triggers when a new submission is received for a form.
Trigger
Instant
Try It
Qualification Removed From Volunteer
Triggers when a qualification is removed from a volunteer.
Trigger
Instant
Try It
Client Updated
Triggers when a client record is updated, merged with a form submission or activated/deactivate for missions.
Trigger
Instant
Try It
Updated Qualification on Volunteer
Triggers when an existing volunteer qualification is updated.
Trigger
Instant
Try It
Volunteer Updated
Triggers when data on a volunteer profile is updated, merged with a form submission or account status is changed. Can also be triggered when the volunteer updates their own profile.
Trigger
Instant
Try It
- Volunteer Id
  Required
- Qualification Id
  Required
- Issue Date
- Expiry Date
- Notes
Action
Write
- Client
  Required
- Template
  Required
- Description
  Required
- Schedule
  Required
- Approved Description
- Priority
  Required
- Requires Approval
  Required
- Volunteer Limit
  Required
- Volunteer Shift Limit
- Require Qr Check In
- Restricted
- Show Volunteers
- Visible From
  Required
- Visible Until
- Groups
- Qualifications
- Timeframe Start
- Timeframe End
- Timezone
- Private Reports
  Required
- Auto Archive
  Required
- Enrichment Needed
  Required
- Name
  Required
- Quantity
  Required
- Cost Estimate
- Currency
  Required
- Use Client Address
  Required
Action
Write
- Volunteer Id
  Required
- Badge Id
  Required
Action
Write
- Client Id
  Required
- Given Name
- Family Name
- Email
- Phone Number
- Gender
- Religion
- Orientation
- Ethnicity
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Country
- Notes
- Disabilities
- Date of Birth
- E1 Given Name
- E1 Family Name
- E1 Phone Number
- E1 Email
- E1 Relationship
- E1 Address Line 1
- E1 Address Line 2
- E1 Postcode
- E1 City
- E1 State
- E1 Country
- E1 Notes
- E2 Given Name
- E2 Family Name
- E2 Phone Number
- E2 Email
- E2 Relationship
- E2 Address Line 1
- E2 Address Line 2
- E2 Postcode
- E2 City
- E2 State
- E2 Country
- E2 Notes
- External Ids
- Groups
- Tags
- Mission Enabled
Action
Write
- Volunteer Id
  Required
- Qualification Id
  Required
- Issue Date
  Required
- Expiry Date
  Required
- Notes
Action
Write
- Volunteer_id
  Required
Action
Search
- Information
- Type of Zapier Account
  Required
Trigger
Polling
Try It
- Tag Id
  Required
- Spektrix Customer ID
  Required
Action
Write
- Basket ID
  Required
- Membership ID
  Required
- Auto Renew
  Required
- Override Price
Action
Write
- Basket ID
  Required
- Ticket Subscription Pricing Set ID
  Required
- Quantity
  Required
Action
Write
Basket: Create a New Basket
Creates a new empty Basket
Action
Write
- Spektrix Customer ID
  Required
- Add or Remove
  Required
- Contact Preferences
  Required
Action
Write
- Instance ID
  Required
- Quantity
  Required
- Basket ID
  Required
Action
Write
- Basket ID
  Required
- Ticket Delivery Method
  Required
Action
Write
- Basket ID
  Required
- Merchandise Item
  Required
- Reference
- Price Override
- Quantity
Action
Write
- Basket Id
  Required
- Delivery Method
Action
Write
- Customer ID
  Required
- Email
- First Name
- Last Name
- Date of Birth
- Phone Number
- Mobile Number
Action
Write
- Search Criteria
  Required
Action
Search
- Ticket Subscription Name
  Required
- Pricing Set Name
  Required
Action
Search
- Email
  Required
Action
Search
- Merchandise Item Name
  Required
Action
Search

About Spektrix

Spektrix is the market-leading CRM, ticketing, marketing and fundraising solution for theatres and the performing arts.

HelpHelp

Related categories

Sales & CRM

About Volunteero

Volunteero is a volunteer management system (VMS) built in direct partnership with charities.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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 moreLearn moreHelpHelp

Related categories

Developer Tools

Zapier

Related Zap Templates

Add ticket subscriptions to customers in Spektrix when new badges are awarded in Volunteero

Remove tags from customers in Spektrix when new volunteers are deleted in Volunteero