Manage new or updated gifts in Virtuous CRM by creating or updating persons in Feathr
Streamline your donor management process with this workflow that responds as soon as there's a new or updated gift in the Virtuous CRM. It directly results in the creation or update of a person's details in the Feathr app. This smooth workflow ensures all your donor data across both platforms stays contemporarily up-to-date, reducing manual data entry and ensuring you can deliver personalised experiences to your donors at all times.
- When this happens...New or Updated GiftTriggers when a gift is created and/or updated.
- automatically do this!Create/ Update PersonTriggers when a new person is created or an existing one is updated.
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More things you can do with Virtuous CRM and Feathr
Discover other triggers and actions you can use with Virtuous CRM and Feathr
- Contact status
Try ItTriggerInstant- New Form Submission
Triggers on a new form submission.
Try ItTriggerInstant - Contact IDRequired
- TypeRequired
- NoteRequired
- Note date time
- Important
- Private
- Time spent
ActionWrite- TaskTypeRequired
- TaskRequired
- Description
- Due Date TimeRequired
- OwnerRequired
ActionWrite
- Contact note status
Try ItTriggerInstant- Gift status
Try ItTriggerInstant- Tag NameRequired
- Contact IDRequired
ActionWrite- Contact NameRequired
- Contact TypeRequired
- IsPrivate
- Nickname
- Label
- Address 1
- Address 2
- City
- StateCode
- Zip Code
- Country
- IsPrimary_address
- Latitude
- Longitude
- Description
- Website
- IsArchived
- ReferenceId
- ReferenceSource
ActionWrite
Feathr is an all-in-one digital marketing and advertising tool that gives organizations everything they need to grow their missions.
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