Anedot + ContactDrive
Create activities in ContactDrive for new completed donations in Anedot
When a donation is completed in Anedot, streamline your workflow by creating an activity in ContactDrive right away. This setup ensures you never miss tracking a donation and stay on top of all activities related to the donor. Help your team stay organized and save time by removing manual entry.
When a donation is completed in Anedot, streamline your workflow by creating an activity in ContactDrive right away. This setup ensures you never miss tracking a donation and stay on top of all activities related to the donor. Help your team stay organized and save time by removing manual entry.
- When this happens...AP Donation Completed
Triggers when an Action Page donation is completed.
- automatically do this!Create Activity
Creates new activity and adds / updates a contact.
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Account UIDRequired
Action Page ID
Try ItAccount UIDRequired
Action Page ID
Try ItActivity DateRequired
Activity TypeRequired
Action TakenRequired
Activity Message
First Name
Last Name
Email AddressRequired
Mobile Phone
Primary Phone
Street Address
City
State
ZIP Code
Country
Company/Employer
Job Title/Occupation
Contact Notes
Tags
Activity Meta Help
Activity Data Fields
Name Prefix
Middle Name
Name Suffix
Nickname
Full Name
Gender
Website
Do Not Contact
ContactDrive ID
Account UIDRequired
Action Page ID
Try ItNew Contact
Triggers when a new contact is created.
Try ItFirst Name
Last Name
Gen.
Middle Name
Suffix
Nickname
Full Name
Gender
Home Email
Work Email
Other Email
Mobile Phone
Home Phone
Work Phone
Other Phone
Home Street Address
Home City
Home State
Home ZIP Code
Home Country
Work Street Address
Work City
Work State
Work ZIP Code
Work Country
Other Street Address
Other City
Other State
Other ZIP Code
Other Country
Website
Company/Organization
Job Title/Occupation
Tags
Notes
Source
