We'd like the ability to trigger a workflow based on more things

Some examples:

  • When a constituent is created - Prompt a team leader to assign a fundraiser

  • When a constituent is marked as deceased - Prompt their fundraiser to update their contact details

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  • Jul 1 2020
  • Reviewed: Voting Open
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  • Rosie Kirton commented
    14 Oct 19:16

    I need a workflow for new monthly donors whenever a specific type of gift is added, not just using the fund code. I need it to recognize what has been entered in the gift sub-type field. For example, I need to set up an action for paypal donors only whenever their gift sub-type is entered as paypal. It might also be helpful if gift amounts are used as a unique identifier in case some one wants to know how many new monthly donors were added based on giving levels or on a specific appeal or campaign.

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  • Julie Hiland commented
    August 02, 2024 16:03

    We need to be able to add someone to a List when they've been marked as Deceased, so that a workflow can be triggered.

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  • Anne Chanski commented
    December 08, 2021 19:01

    A common trigger for other tools would be things like:

    • Clicking a button or link in the email

    • Acted on some specific CTA

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  • Victoria Schonfeld commented
    May 10, 2021 14:53

    I'd like to see a trigger when a certain annual or lifetime giving threshold is met.

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