Saleshandy + WildApricot

Create new Saleshandy outcomes for new WildApricot contacts or members

Stay on top of your sales process with this workflow that connects WildApricot and Saleshandy. Whenever a new contact or member is added in WildApricot, it will simultaneously create an outcome for a prospect in Saleshandy. This seamless linkage keeps your sales team informed and speeds up prospect management, ensuring you never miss an opportunity.

When this happens...
Contact or Member Created
Triggers when a new contact or member is added in WildApricot.
TriggerInstant
automatically do this!
Add an Outcome to a Prospect
Add an outcome to the prospect in Saleshandy
ActionWrite

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Supported triggers and actions

Contact or Member Updated
Triggers when a contact or member updated in WildApricot.
Trigger
Instant
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Contact or Member Created or Updated
Triggers when a contact or member created or updated in WildApricot.
Trigger
Instant
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- Event IdRequired
Trigger
Instant
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- Event IdRequired
Trigger
Instant
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- Event IdRequired
Trigger
Instant
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Invoice Updated
Triggers when an invoice is updated in WildApricot.
Trigger
Instant
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Membership Level Updated
Triggers when a contact's membership level is changed in WildApricot.
Trigger
Instant
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Membership Suspended
Triggers when a contact's membership is suspended in WildApricot.
Trigger
Instant
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Payment Updated
Triggers when a payment is updated in WildApricot.
Trigger
Instant
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Refund Created
Triggers when a refund is created in WildApricot.
Trigger
Instant
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Refund Updated
Triggers when a refund is updated in WildApricot.
Trigger
Instant
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- Event IdRequired
- Registration TypeRequired
- Marked checked in
Action
Write
- Event IdRequired
- ContactRequired
Action
Write
- Limit
- Skip
- Start Date
- End Date
Action
Search
- Limit
- Skip
- Id
- Start Date
- End Date
- By Contact
Action
Search
- Limit
- Skip
- Id
- Start Date
- End Date
- By Contact
Action
Search
Add an Outcome to a Prospect
Add an outcome to the prospect in Saleshandy
Action
Write
- DNC List
- Prospect EmailRequired
Action
Write
- Prospect EmailRequired
Action
Write
- Prospect EmailRequired
Action
Write

Contact or Member Created
Triggers when a new contact or member is added in WildApricot.
Trigger
Instant
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Contact or Member Deleted
Triggers when a contact or member is deleted in WildApricot.
Trigger
Instant
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- Event IdRequired
Trigger
Instant
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- Event IdRequired
Trigger
Instant
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Invoice Created
Triggers when a invoice is created in WildApricot.
Trigger
Instant
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Membership Lapsed
Triggers when a contact's membership status in WildApricot changes to Lapsed.
Trigger
Instant
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Membership Renewed
Triggers when a contact's membership is renewed in WildApricot.
Trigger
Instant
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Payment Deleted
Triggers when a payment is deleted in WildApricot.
Trigger
Instant
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Payment Received
Triggers when a payment is received in WildApricot.
Trigger
Instant
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Refund Deleted
Triggers when a refund is deleted in WildApricot.
Trigger
Instant
Try It
- MembershipLevel
Action
Write
- Contact IdRequired
Action
Write
- Limit
- Skip
- Contact Id
- First Name
- Last Name
- Email
Action
Search
- Limit
- Skip
- Upcoming OnlyRequired
Action
Search
- Limit
- Skip
- Id
- Start Date
- End Date
- By Contact
Action
Search
- Event IdRequired
Action
Search
Assign a Tag to a Prospect
Assign a tag to a prospect in Saleshandy
Action
Write
Create Prospect/Add Prospect to Sequence
create prospects in saleshandy
Action
Write
- Prospect EmailRequired
- Pause for DaysRequired
Action
Write
- Prospect EmailRequired
Action
Write

About Saleshandy

With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.

Related categories

Sales & CRM

About WildApricot

WildApricot is a cloud software that elevates the missions of emerging associations, nonprofits, clubs and chapters in an all-in-one member management solution.

Learn more

Related categories

Contact Management

Saleshandy + WildApricot

Create new Saleshandy outcomes for new WildApricot contacts or members

Contact or Member Updated

Contact or Member Created or Updated

Event Registration Canceled

Event Registration Created

Event Registration Deleted

Invoice Updated

Membership Level Updated

Membership Suspended

Payment Updated

Refund Created

Refund Updated

Add or Update Event Registration

Delete Event Registration

Find Donation

Find Invoice

Find Refund

Add an Outcome to a Prospect

Blacklist a Domain

Mark Prospect as Finished

Mark Prospect as Replied

Contact or Member Created

Contact or Member Deleted

Event Registration Updated

Event Registration Created or Updated

Invoice Created

Membership Lapsed

Membership Renewed

Payment Deleted

Payment Received

Refund Deleted

Add or Update a Contact or Member

Delete Contact

Find Contact

Find Events

Find Payment

Find Event Registration

Assign a Tag to a Prospect

Create Prospect/Add Prospect to Sequence

Mark Prospect as Paused

Mark Prospect as Resume

About Saleshandy

Related categories

About WildApricot

Related categories