GoTo Connect + Virtuous CRM

Create contact notes in Virtuous CRM when calls end in GoTo Connect

Keep track of your GoTo Connect calls in Virtuous CRM with ease. This automation creates a contact note in Virtuous CRM every time a call ends on GoTo Connect, ensuring you have all the important information stored in your CRM. Save valuable time by letting this workflow handle mundane tasks, and focus on nurturing customer relationships.

When this happens...
Incoming Call Ended
Triggers when an incoming call ended.
TriggerPolling
automatically do this!
Create Contact Note
Triggers when a contact note is created and/or updated.
ActionWrite

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Supported triggers and actions

- Organization IdRequired
- Phone Number or ExtensionRequired
Trigger
Polling
Try It
- Organization IdRequired
- Phone Number or ExtensionRequired
Trigger
Polling
Try It
- Organization IdRequired
- Phone NumberRequired
Trigger
Polling
Try It
- Organization ID
- Owner NumberRequired
- Contact NumberRequired
- Message BodyRequired
Action
Write
- Contact note status
Trigger
Instant
Try It

- Gift status
Trigger
Instant
Try It
- Tag NameRequired
- Contact idRequired
Action
Write

- Contact NameRequired
- Contact TypeRequired
- Is Private
- Nickname
- Label
- Address 1
- Address 2
- City
- State Code
- Zip Code
- Country
- Is Primary Address
- Latitude
- Longitude
- Description
- Website
- Is Archived
- Reference Id
- Reference Source
Action
Write
- Contact IdRequired
- Contact NameRequired
- Contact TypeRequired
- Is Private
- Nickname
- Description
- Website
- Origin Segment Id
- Marital Status
Action
Write
- Contact ID
- Email Address
- Reference Source
- Reference Id
- Contact NameRequired
- Contact TypeRequired
- Is Private
- Nickname
- Label
- Address 1
- Address 2
- City
- State Code
- Zip Code
- Country
- Is Primary Address
- Latitude
- Longitude
- Description
- Website
- Is Archived
Action
Search or write

- Organization IdRequired
- Phone Number or ExtensionRequired
Trigger
Polling
Try It
- Organization IdRequired
- Phone NumberRequired
Trigger
Polling
Try It
- Organization IdRequired
- ExtensionRequired
Trigger
Polling
Try It
- Contact status
Trigger
Instant
Try It
New Form Submission
Triggers on a new form submission.
Trigger
Instant
Try It
- Contact idRequired
- TypeRequired
- NoteRequired
- Note date time
- Important
- Private
- Time spent
Action
Write
- Task TypeRequired
- TaskRequired
- Description
- Due Date TimeRequired
- OwnerRequired
Action
Write
- Contact IdRequired
- Gift TypeRequired
- Gift DateRequired
- Gift AmountRequired
- Batch
- Notes
- Is Tax Deductible
- Is Private
- Receipt Date
- Receipt Segment Id
- Segment Id
- Cash Accounting Code
- Tribute
- State
- Project Id
- Project Amount
- Premium Id
- Premium Quantity
- Transaction Source
- Transaction Id
Action
Write
- Contact ID
- Email Address
- Reference Source
- Reference Id
Action
Search

About GoTo Connect

GoTo Connect is a fully integrated business communications solution, with calls, meetings and messaging unified on one platform.

Related categories

Communication

About Virtuous CRM

Virtuous CRM is a nonprofit CRM & marketing automation platform helping build better donor relationships.

Related categories

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

GoTo Connect + Virtuous CRM

Create contact notes in Virtuous CRM when calls end in GoTo Connect

Supported triggers and actions

All Direction Call Ended

Outgoing Call Ended

SMS Sent

Send SMS

New or Updated Contact Note

New or Updated Gift

Create Contact Tag

Create Contact

Update Contact

Find Contact

Incoming Call Ended

SMS Received

Voicemail Received

New or Updated Contact

New Form Submission

Create Contact Note

Create Task

Create Gift

Find a Contact

About GoTo Connect

Related categories

About Virtuous CRM

Related categories

Similar apps

Zapier Interfaces