Create new Sage Intacct contacts from new Givebutter campaigns
Keep your fundraising tasks smooth and efficient. When you start a new campaign in Givebutter, this workflow responds by creating a fresh contact in Sage Intacct. It ensures no donor details are missed and your financial records stay updated. A perfect fit for simplifying donor management and maintaining an accurate ledger.
Keep your fundraising tasks smooth and efficient. When you start a new campaign in Givebutter, this workflow responds by creating a fresh contact in Sage Intacct. It ensures no donor details are missed and your financial records stay updated. A perfect fit for simplifying donor management and maintaining an accurate ledger.
- When this happens...New Campaign
Triggers when a new campaign is created.
- automatically do this!Create Contact
Triggers when a new contact is created.
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New Campaign
Triggers when a new campaign is created.
Try ItNew Transaction
Triggers when a new transaction is created.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Primary Email
Primary Phone
Primary Address Line 1
Primary Address Line 2
Primary Address City
Primary Address State
Primary Address Postal Code
Primary Address Country
Email
Type
Phone Number
Type
Address Line 1
Address Line 2
City
State
Country
Postal Code
Date of Birth
Company
Title
Twitter URL
LinkedIn URL
Facebook URL
Tags
Force Create
State
Try It