Add new Every.org donations to EveryAction
Manually entering online gifts into your CRM can take valuable time away from donor engagement. With this automation, every new donation made through Every.org is added to EveryAction by creating or updating the donor’s contact record and logging the contribution. That way, donor profiles in EveryAction always reflect the latest giving activity without extra effort.
Manually entering online gifts into your CRM can take valuable time away from donor engagement. With this automation, every new donation made through Every.org is added to EveryAction by creating or updating the donor’s contact record and logging the contribution. That way, donor profiles in EveryAction always reflect the latest giving activity without extra effort.
- When this happens...New Donation
Triggers when a new donation is created.
- automatically do this!Create or Update Contact With a Contribution
Attempts to find a matching contact and updates it. If a contact record is not found, it creates it. It then adds a Contribution to the contact record.
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New Donation
Triggers when a new donation is created.
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External ID Type
External ID
Activist Codes
Survey Questions
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External ID Type
External ID
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External ID
NoteRequired
Note CategoryRequired
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External ID Type
External ID
Activist CodesRequired
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TagRequired
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Contact External ID Type
Contact External ID
DesignationRequired
Date ReceivedRequired
AmountRequired
Source Code
Payment MethodRequired
StatusRequired
Financial Batch
Direct Marketing Code
Notes
Online Reference Number
External Contribution ID Type
External Contribution ID
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External ID
Survey QuestionsRequired