PhoneRaise + Todoist
Manage new or updated PhoneRaise touchpoints by creating tasks in Todoist
Stay on top of your customer interactions with this streamlined workflow. Whenever a new or updated touchpoint occurs in PhoneRaise, a corresponding task is created in Todoist. This ensures that all important customer interactions are recorded as tasks for follow-up, providing a significant boost to your customer relationship management. Save your time and maintain efficiency with this seamless transformation of updates in PhoneRaise into actionable tasks in Todoist.
Stay on top of your customer interactions with this streamlined workflow. Whenever a new or updated touchpoint occurs in PhoneRaise, a corresponding task is created in Todoist. This ensures that all important customer interactions are recorded as tasks for follow-up, providing a significant boost to your customer relationship management. Save your time and maintain efficiency with this seamless transformation of updates in PhoneRaise into actionable tasks in Todoist.
- When this happens...New or Updated Touchpoint
Triggers when a touchpoint is updated.
- automatically do this!Create Task
Creates a new task.
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New Donor
Triggers when a new donor is found.
Try ItNew or Updated Donor
Triggers when a donor is created or updated.
Try ItCustom 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
Donor IDRequired
