PhoneRaise + Smartsheet
Create new donors in PhoneRaise whenever new rows are added in Smartsheet
This workflow kicks into action with each new row added in your Smartsheet app, ensuring your donor management is always current in the PhoneRaise app. No need to manually input data; this automation streamlines your process, saving you time and reducing potential data entry errors. Take advantage of this integration to make your donor management simpler and more efficient.
This workflow kicks into action with each new row added in your Smartsheet app, ensuring your donor management is always current in the PhoneRaise app. No need to manually input data; this automation streamlines your process, saving you time and reducing potential data entry errors. Take advantage of this integration to make your donor management simpler and more efficient.
- When this happens...
New RowTriggers when a new row is added.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create DonorCreates a donor in the campaign.
ActionWriteCreate a new record or update an existing record in your app.
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Get Reports
[PRIVATE] Generates report list for dropdown.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planWorkspace NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
RowRequired
TitleRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source FolderRequired
Destination FolderRequired
New Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
New NameRequired
What to Include?
Skip Remap
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose Source SheetRequired
Choose a Destination SheetRequired
Choose RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DestinationRequired
TemplateRequired
Copy Cells?Required
Copy Attachments?Required
Copy Discussions?Required
Sheet NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
Email Address(es)Required
Choose RowRequired
Email Subject
Message
CC Me?
Include Attachments ?
Include Discussions ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
Email Address(es) to Share ToRequired
Access LevelRequired
Notify via Email?Required
Email Subject
Message
CC Me?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sheet IDRequired
Row IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Donor
Triggers when a new donor is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Donor
Triggers when a donor is created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustom 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Donor IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Donor IDRequired
Custom 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Donor ID
ActionThis is an event a Zap performs.SearchFind existing data in your appDonor EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDonor Phone NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDonor IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDonor ID
Custom 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDonor EmailRequired
Custom 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDonor Phone NumberRequired
Custom 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDonor IDRequired
Activity
Description
Due Date
Is Complete
Completed Date
Title
Note
Donor Selection Type
Donor ID
Custom Donor ID
Donor Email
Donor Phone Number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Updated Row
Triggers when cells in a row are updated or created (based on your settings).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SheetRequired
RowRequired
File AttachmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
Add Row to Top or Bottom
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose Source SheetRequired
Choose a Destination SheetRequired
Choose RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SheetRequired
ColumnRequired
Parent Row
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DestinationRequired
Sheet to CopyRequired
Copy Cells?Required
Copy Attachments?Required
Copy Discussions?Required
Sheet NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
Row IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
Email Address(es)Required
FormatRequired
Email Subject
Message
CC Me?
Paper Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a WorkspaceRequired
Email Address(es) to Share ToRequired
Access LevelRequired
Notify via Email?Required
Email Subject
Message
CC Me?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find sheet Row (Legacy)
Find a row in a specified sheet using a query.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sheet IDRequired
QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Touchpoint
Triggers when a new touchpoint is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Touchpoint
Triggers when a touchpoint is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planActivity
Description
Due Date
Is Complete
Completed Date
Title
Note
Donor Selection Type
Donor ID
Custom Donor ID
Donor Email
Donor Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Touchpoint IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Touchpoint IDRequired
Donor ID
Activity
Title
Description
Note
Due Date
Is Complete
Completed Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Donor IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDonor IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTouchpoint ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTouchpoint IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Donor IDRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDonor IDRequired
Custom 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTouchpoint ID
Activity
Description
Due Date
Is Complete
Completed Date
Title
Note
Donor Selection Type
Donor ID
Custom Donor ID
Donor Email
Donor Phone Number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTouchpoint IDRequired
Activity
Description
Due Date
Is Complete
Completed Date
Title
Note
Donor Selection Type
Donor ID
Custom Donor ID
Donor Email
Donor Phone Number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About PhoneRaise
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