Personr and Raiser's Edge NXT integrations and automations

Seamlessly connect Personr and Raiser's Edge NXT. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Personr
  • Updated entity verification Real-time
    Updated entity in PersonR

    • Any other trigger you can think up

Raiser's Edge NXT
  • New address
    New address in Raiser's Edge NXT
  • New appeal
    New appeal in Raiser's Edge NXT
  • New campaign
    New campaign in Raiser's Edge NXT
  • New constituent
    New constituent in Raiser's Edge NXT
  • New email
    New email in Raiser's Edge NXT
  • New fund
    New fund in Raiser's Edge NXT
  • New gift
    New gift in Raiser's Edge NXT
  • New online presence
    New online presence in Raiser's Edge NXT
  • New or updated address
    New or updated address in Raiser's Edge NXT
  • New or updated appeal
    New or updated appeal in Raiser's Edge NXT
  • New or updated campaign
    New or updated campaign in Raiser's Edge NXT
  • New or updated constituent
    New or Updated constituent in Raiser's Edge NXT
  • New or updated fund
    New or updated fund in Raiser's Edge NXT
  • New or updated gift
    New or updated gift in Raiser's Edge NXT
  • New phone
    New phone in Raiser's Edge NXT

    • Any other trigger you can think up

Actions

Do this…

Personr
  • Custom action
    Custom action in Personr (Custom)
  • Create an Entity
    Create a new entity in Personr
  • Generating a verification link
    Once you've created an entity, you can generate a hosted link for verification in Personr
  • Retrieving entity questionnaire answers
    If your flow contains a questionnaire or product and plan logic block using Flow Logic, use this endpoint to retrieve the answers inputted by the entity during the verification process
  • Retrieving entity verification results
    Verifications typically take ~2 minutes on average to process. When an entity has finished processing, use this action to retrieve extracted registry data along with the verification result

    • Any other action you can think up

Raiser's Edge NXT
  • Custom action
    Custom action in Raiser's Edge NXT (Custom)
  • Add custom field to constituent
    Add new custom field to constituent in Raiser's Edge NXT
  • Create address
    Create address in Raiser's Edge NXT
  • Create communication preferences
    Create communication preferences in Raiser's Edge NXT
  • Create constituent
    Create constituent in Raiser's Edge NXT
  • Create constituent code
    Create constituent code in Raiser's Edge NXT
  • Create email
    Create email in Raiser's Edge NXT
  • Create online presence
    Create online presence in Raiser's Edge NXT
  • Create phone
    Create phone in Raiser's Edge NXT
  • Delete address
    Delete address in Raiser's Edge NXT
  • Delete email
    Delete email in Raiser's Edge NXT
  • Delete online presence
    Delete online presence in Raiser's Edge NXT
  • Delete phone
    Delete phone in Raiser's Edge NXT
  • Get addresses Batch
    Get address(es) by constituent ID in Raiser's Edge NXT
  • Get appeal details
    Get appeal details in Raiser's Edge NXT
  • Get campaign details
    Get campaign details in Raiser's Edge NXT
  • Get constituent details
    Get constituent details in Raiser's Edge NXT
  • Get custom fields by appeal ID Batch
    Get custom fields by appeal ID in Raiser's Edge NXT
  • Get custom fields by campaign ID Batch
    Get custom fields by campaign ID in Raiser's Edge NXT
  • Get custom fields by constituent ID Batch
    Get custom field by constituent ID in Raiser's Edge NXT
  • Get custom fields by fund ID Batch
    Get custom fields by fund ID in Raiser's Edge NXT
  • Get custom fields by gift ID Batch
    Get custom fields by gift ID in Raiser's Edge NXT
  • Get email addresses Batch
    Get email address(es) by constituent ID in Raiser's Edge NXT
  • Get fund details
    Get fund details in Raiser's Edge NXT
  • Get gift details
    Get gift details in Raiser's Edge NXT
  • Get phones Batch
    Get phone(s) by constituent ID in Raiser's Edge NXT
  • Search constituent Batch
    Search constituent in Raiser's Edge NXT
  • Search constituent code Batch
    Search constituent code in Raiser's Edge NXT
  • Search online presence Batch
    Search online presence in Raiser's Edge NXT
  • Update address
    Update address in Raiser's Edge NXT
  • Update communication preferences
    Update communication preferences in Raiser's Edge NXT
  • Update constituent
    Update constituent in Raiser's Edge NXT
  • Update constituent code
    Update constituent code in Raiser's Edge NXT
  • Update custom field in constituent
    Update custom field in Raiser's Edge NXT
  • Update email
    Update email in Raiser's Edge NXT
  • Update online presence
    Update online presence in Raiser's Edge NXT
  • Update phone
    Update phone in Raiser's Edge NXT

    • Any other action you can think up

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