BetterUnite + DonorDock

Create new DonorDock contacts from new payments in BetterUnite

When a new payment is registered in BetterUnite, this workflow promptly creates a corresponding contact in DonorDock. This ensures that donor information is efficiently tracked and managed, making your fundraising efforts more organized and effective. Reduce time spent on manual data entry and instead focus on building and nurturing donor relationships.

When this happens...
New Payment
Triggers when a payment is added.
TriggerInstant
automatically do this!
Create Contact
Creates a new Contact in DonorDock.
ActionWrite

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Supported triggers and actions

Campaigns
Shows all campaigns.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Campaign
Trigger
Instant
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Recurring Payment Issue
Triggers when a recurring payment is declined.
Trigger
Instant
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Gift Batch Closed
Triggered when a gift batch is closed in DonorDock.
Trigger
Polling
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New Activity Created
Triggers when a new activity is created in DonorDock.
Trigger
Polling
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New Campaign Created
Triggers when a new campaign is created.
Trigger
Polling
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New Fund Created
Triggers when a new fund is created.
Trigger
Polling
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Contact Updated
Triggers when a contact is updated in DonorDock.
Trigger
Polling
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- Type
- Contact Account Number
- Contact ID
- Contact Email
- Status
- Assigned User Email
- SubjectRequired
- Body
- Priority
- Contact Name
- Due Date
- Scheduled DateRequired
- Completed By
- Completed Date
- Completion Notes
- Location
- Campaign
- Appeal
- Volunteer Hours
- Add to Action Board
Action
Write
- NameRequired
- Description
- Start Date
- End Date
Action
Write
- NameRequired
- Description
- GL Account Number
Action
Write
- Donor ID
- Donor Account Number
- Email
- Pledged TotalRequired
- Pledge Payment IntervalRequired
- Number of InstallmentsRequired
- Start DateRequired
- Notes
- Campaign Name
- Appeal Name
- Fund Name
- First Name
- Last Name
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Province
- Postal Code
- Country
- Mobile Phone
- Main Phone
- Deceased
- Salutation
- Addressee
- Date of Birth
- Do Not Solicit
- Organization Name
Action
Write
- Template NameRequired
- SubjectRequired
- From EmailRequired
- Contact ID
- Contact Email
- Contact Account Number
- Integration ID
Action
Write

New Campaign Launch
Triggers when a campaign is launched.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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- Campaign
Trigger
Instant
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New Badge Added to Contact
Triggers when a new badge is added to a contact record.
Trigger
Polling
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Contact Added to Marketing List
Triggers when a contact is added to a marketing list.
Trigger
Polling
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New Appeal Created
Triggers when a new appeal is created.
Trigger
Polling
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New Contact Created
Triggers when a new contact is added to DonorDock.
Trigger
Polling
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New Gift Created
Triggers when a new gift is created.
Trigger
Polling
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- Badge NameRequired
- Contact ID
- Account Number
- Email
Action
Write
- NameRequired
- Description
- Start Date
- End Date
- Appeal Type
Action
Write
- First Name
- Last Name
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Province
- Postal Code
- Country
- Email
- Type
- Mobile Phone
- Main Phone
- Deceased
- Description
- Date of Birth
- Do Not Solicit
- Organization Name
- Salutation
- Addressee
- Integration ID
- Owner
- Badges
- Marketing Lists
Action
Write
- Donor ID
- Donor Account Number
- Email
- Transaction TypeRequired
- Received AmountRequired
- DateRequired
- StatusRequired
- Soft Credit Amount
- Pledged Amount
- Payment Type
- Nondeductible Amount
- Fee Amount
- Fees Covered By Donor
- Payment ID
- Campaign Name
- Appeal Name
- Tribute Description
- Fund Account Number
- Fund Name
- Payment Description
- Desposit Date
- First Name
- Last Name
- Address Line 1
- Address Line 2
- Address Line 3
- Postal Code
- City
- State/Province
- Country
- Mobile Phone
- Main Phone
- Deceased
- Salutation
- Addressee
- Description
- Date of Birth
- Do Not Solicit
- Organization Name
- Tracking Code
- Send Receipt
Action
Write
- Marketing List NameRequired
- Contact Id
- Account Number
- Email
Action
Write