PhoneRaise + Slack + Filter by Zapier

Send Slack channel messages for new PhoneRaise notes

Slack is excellent for keeping updated with various services in one central message channel. New notes entered in PhoneRaise can be a good way of viewing a recent history of your donors in PhoneRaise. Once this template is active, whenever there's a new note in PhoneRaise, a message with the relevant info will be sent to the Slack channel of your choice automatically.

When this happens...
New Touchpoint
Triggers when a new touchpoint is found.
TriggerPolling
automatically do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
ActionWrite

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Supported triggers and actions

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 IDRequired
Action
Write
- Donor IDRequired
- 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 EmailRequired
Action
Search

- Donor Phone NumberRequired
Action
Search
- Donor IDRequired
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 EmailRequired
- 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 NumberRequired
- 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 IDRequired
- 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
- Only continue if...Required
Action
Filter
New Channel
Triggers when a new #channel is created.
Trigger
Instant
Try It
- Include Alias
Trigger
Instant
Try It
- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Trigger
Instant
Try It
- ChannelRequired
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- Conversation IDRequired
- Scheduled AsRequired
- Scheduled Message IDRequired
Action
Write
- ChannelRequired
- Add Zapier app to channel automatically?
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap Id
Action
Write
- Send Multi Message
- Message TextRequired
- Send as a bot?
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
Action
Write
- Channel NameRequired
Action
Write
- Status Copy
- Approval request messageRequired
- Send message asRequired
- Approval typeRequired
- Zap Id
- Include a link to this Zap?
- Approve button URL
- Approve button label
- Add decline button
- Add details button
- Require confirmation
Action
Write
- First Name
- Last Name
- Title
- Email
- Display Name
- User
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- Conversation IDRequired
Action
Search
- Conversation IDRequired
- Message ID (ts)Required
Action
Search
- Conversation IDRequired
- Message TS (ID)Required
Action
Search
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
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 IDRequired
Action
Write
- Touchpoint IDRequired
- Donor ID
- Activity
- Title
- Description
- Note
- Due Date
- Is Complete
- Completed Date
Action
Write
- Custom Donor IDRequired
Action
Search
- Donor IDRequired
Action
Search
- Touchpoint ID
Action
Search
- Touchpoint IDRequired
Action
Search
- Custom Donor IDRequired
- 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 IDRequired
- 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 IDRequired
- 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
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
- User Name
- Shared
Trigger
Instant
Try It
- Search QueryRequired
- Optimized data
Trigger
Polling
Try It
- Conversation ID
- Reaction
- Member ID
- Message Author ID
Trigger
Instant
Try It
- Zap Identifier
- Access type
Trigger
Instant
Try It
New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- Conversation IDRequired
Action
Write
- ChannelRequired
- UsersRequired
Action
Write
- Allowed Delete Copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
Action
Write
- Allowed Edit Copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
- Content Type
- Reply Broadcast
Action
Write
- ChannelRequired
- Add Zapier app to channel automatically?
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- ChannelRequired
- TopicRequired
- Topic set by
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
- Conversation IDRequired
Action
Search
- Conversation IDRequired
- Message ID (ts)Required
Action
Search
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

About PhoneRaise

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

Related categories

Fundraising

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more

Related categories

Team Chat

Similar apps

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 more

PhoneRaise + Slack + Filter by Zapier

Send Slack channel messages for new PhoneRaise notes

New Donor

New or Updated Donor

Create Donor

Delete Donor by ID

Update Donor by ID

Find Donors

Find Donor by Email

Find Donor by Phone

Find Touchpoint by Donor ID

Find or Create Donor

Find or Create Donor

Find or Create Donor

Find or Create Touchpoint

Only continue if...

New Channel

New Team Custom Emoji

New Mention

New Channel Member

New Message Posted to Private Channel

New Saved Message

Add Reminder

Cancel Scheduled Message

Send Channel Message

Send Direct Message

Create Channel

Request Approval

Update Profile

API Request (Beta)

Get Message by Timestamp

Retrieve Thread Messages

Create Private Channel

Get Conversation

Get Message

Get Message Reactions

Find User by Email

Find User by Name

New Touchpoint

New or Updated Touchpoint

Create Touchpoint

Delete Touchpoint by ID

Update Touchpoint by ID

Find Donor by Custom Donor ID

Find Donor by ID

Find Touchpoints

Find Touchpoint by ID

Find or Create Donor

Find or Create Donor

Find or Create Touchpoint

Find or Create Touchpoint

New Public Message Posted Anywhere

New Message Posted to Channel

New File

New Message From Query

New Reaction Added

New Pushed Message

New User

Archive Conversation

Invite User to Channel

Delete Message

Edit Message

Send Private Channel Message

Set Channel Topic

Set Status

Remove User from Channel

Edit Message

Find Public Channel

Delete Message

Get Conversation Members

Get Message Permalink

Find Message

Find User by ID

Find User by Username

About PhoneRaise

Related categories

About Slack

Related categories

Similar apps

Chatwork