The name that will be displayed in VanillaSoft in the Zapier Triggers view.

A description that will be displayed in VanillaSoft in the Zapier Triggers view.

Email addresses entered here will receive a deailed email notification when an error occurs. (If using more than one email address, separate each with a comma.)

If an error occurs while sending out data, VanillaSoft will send only the data to the email addresses listed in the 'Email Last Error Data To' field.

Email addresses entered here will receive an email notification conaining only the data when an error occurs. Note: The 'Send Data Email on Last Error' field must be set to "Yes" for this to work. (If using more than one email address, separate each with a comma.)

The name that will be displayed in VanillaSoft in the Zapier Actions view.

A description that will be displayed in VanillaSoft in the Zapier Actions view.

Email addresses entered here will receive an email notification for each successful Add/Update Action. (If using more than one email address, separate each with a comma.)

Email addresses entered here will receive an email notification when an error occurs during the Add/Update Action (If using more than one email address, separate each with a comma.)

Create a new contact if a matching one does not already exist.

New contacts will be flagged and placed into the routing queue.

New contacts are routed as a first priority in the routing queue.

Enter the number of minutes you want to delay the routing of a new Contact in VanillaSoft.

A new contact will be created when the new contact shares the same phone number of an existing contact.

Duplicate contacts will be flagged and placed into the routing queue.

Update contacts if a match is found based on the Update Key Field.

Select a field to be used to match Action data with an existing Contact.

Updated Contacts are routed as a first priority in the routing queue.

When a contact is updated it will be reopened if closed and placed back into the routing queue.

VanillaSoft is a CRM app that combines the best of CRM, Lead Management and Telemarketing applications into one of the most capable phone sales environments.

VanillaSoft

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Zapier Interfaces

Optional: Get ThankViews sent by campaign. If you want to get ThankViews sent across all campaigns leave this field blank.

To send now you must have a video selected

Set this to false if you don't have a donor id or do not wish for it to be a required field

ThankView is a donor management platform for creating and sharing personalized videos through email and text.

ThankView

When a gift or pledge is recorded in VanillaSoft, this zap automatically adds the donor to a ThankView campaign of your choice. Stay responsive to new gifts without getting bogged down in manual messages.

ThankView + VanillaSoft

Subscribe new VanillaSoft pledges to ThankView campaigns

Result a Contact

Description

Select VanillaSoft Result Codes to associate with this Trigger

Send Data Email on Last Error

Email last error data to

New Reply

ThankView Watched

Add Recipient to a Campaign

Attach a Video

Send Now

Add/Update Contact

Email on Success

Delay Routing of New Contacts

Error response for duplicate contact

ThankView Sent

Select a Campaign

Upload Video

Add a Recipient to a List

About ThankView

Related categories

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Zapier Interfaces

About VanillaSoft

Related categories

Similar apps

Zapier Interfaces