EveryAction + Pendo

Create or update EveryAction contacts when new visitors appear in Pendo reports

This workflow enhances your productivity by fostering efficient engagement with your audience. When a visitor appears in Pendo's report, it directly leads to the creation or updating of a contact's details in EveryAction. This eliminates any manual data transfer between the two platforms, ensuring your contacts are always up-to-date and streamlining your audience interaction.

When this happens...
Visitor in Report
Triggers when a visitor matches a segment specified in a report.
TriggerPolling
automatically do this!
Create or Update Contact
Attempts to find a matching contact and updates it. If a contact record is not found, it creates it.
ActionWrite

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Supported triggers and actions

- Account ReportRequired
Trigger
Polling
Try It
- VANID
- External ID Type
- External ID
- Activist CodesRequired
Action
Write
- VANID
- External ID Type
- External ID
- TagRequired
Action
Write
- VANID
- Contact External ID Type
- Contact External ID
- DesignationRequired
- Date ReceivedRequired
- AmountRequired
- Source Code
- Payment MethodRequired
- StatusRequired
- Financial Batch
- Direct Marketing Code
- Notes
- Online Reference Number
- External Contribution ID Type
- External Contribution ID
Action
Write
- VANID
- External ID Type
- External ID
- Survey QuestionsRequired
Action
Write

- Person Id Copy
- VANID
- External ID Type
- External ID
- Contact Mode
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Preferred Contact Method
- Email
- Email Type
- Subscription Status
- Ignore Invalid Email
- Phone Number
- International Dialing Prefix
- Phone Type
- Phone Extension
- Is Preferred Phone
- Phone Opt-In Status
- Phone Number 2
- International Dialing Prefix 2
- Phone Type 2
- Phone Extension 2
- Is Preferred Phone 2
- Phone Opt-In Status 2
- Ignore Invalid Phones
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Address Type
- Activist Codes
- Email Interests
- Note
- Note Category
- Contribution Copy
- DesignationRequired
- Date ReceivedRequired
- AmountRequired
- Source Code
- Payment MethodRequired
- StatusRequired
- Financial Batch
- Direct Marketing Code
- Notes
- Online Reference Number
- External Contribution ID Type
- External Contribution ID
Action
Write
- Online Actions FormRequired
Action
Write

- Search KeywordRequired
Action
Search
- Search KeywordRequired
- Batch NumberRequired
- Batch Name
- DesignationRequired
- Expected Contribution Count
- Expected Contribution Total Amount
Action
Search or write

- Report IDRequired
Trigger
Polling
Try It
- VANID
- External ID Type
- External ID
- Activist Codes
- Survey Questions
Action
Write
- VANID
- External ID Type
- External ID
Action
Write
- VANID
- External ID Type
- External ID
- NoteRequired
- Note CategoryRequired
Action
Write
- Person Id Copy
- VANID
- External ID Type
- External ID
- Contact Mode
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Preferred Contact Method
- Email
- Email Type
- Subscription Status
- Ignore Invalid Email
- Phone Number
- International Dialing Prefix
- Phone Type
- Phone Extension
- Is Preferred Phone
- Phone Opt-In Status
- Phone Number 2
- International Dialing Prefix 2
- Phone Type 2
- Phone Extension 2
- Is Preferred Phone 2
- Phone Opt-In Status 2
- Ignore Invalid Phones
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Address Type
- Activist Codes
- Email Interests
- Note
- Note Category
Action
Write
- Batch NumberRequired
- Batch Name
- DesignationRequired
- Expected Contribution Count
- Expected Contribution Total Amount
Action
Write
- VANID
- External ID Type
- External ID
- EmailRequired
- Email Type
- Subscription Status
- Email Interests
Action
Write
- Min Match Req Copy
- Person Id Copy
- VANID
- External ID Type
- External ID
- Contact Mode
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Email
- Phone Number
- International Dialing Prefix
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Information to Return
Action
Search

About EveryAction

EveryAction provides nonprofits with customer relationship management, donor management, and fundraising software tools.

Learn more

Related categories

Contact Management

About Pendo

Pendo is an extension of your product that captures user behavior, gathers feedback, and guides users.

Learn more

Related categories

Analytics

EveryAction + Pendo

Create or update EveryAction contacts when new visitors appear in Pendo reports

Supported triggers and actions

Account in Report

Add Activist Codes

Tag a Contact

Add a Contribution

Add Survey Responses

Create or Update Contact With a Contribution

Submit Data to Online Actions

Find Financial Batch

Find or Create Financial Batch

Visitor in Report

Add Canvass Responses

Add Contact History

Add Note to Contact

Create or Update Contact

Create Financial Batch

Subscribe Email

Find Contact

About EveryAction

Related categories

About Pendo

Related categories