Do everything in one place
Customize your BIM 360 and Raiser's Edge NXT integration with the following
triggers and actions.
Triggers
When this happens…
BIM 360
- New or updated document in a project folderNew or updated document in a project folder in BIM 360
- New or updated document in a project folder and subfoldersNew or updated document in a project folder and subfolders in BIM 360
- New or updated issue (V2) in a projectNew or updated issue (V2) in a project in BIM 360
- New or updated object in a projectNew or updated object in a project in BIM 360
Any other trigger you can think up
Raiser's Edge NXT
- New addressNew address in Raiser's Edge NXT
- New appealNew appeal in Raiser's Edge NXT
- New campaignNew campaign in Raiser's Edge NXT
- New constituentNew constituent in Raiser's Edge NXT
- New emailNew email in Raiser's Edge NXT
- New fundNew fund in Raiser's Edge NXT
- New giftNew gift in Raiser's Edge NXT
- New online presenceNew online presence in Raiser's Edge NXT
- New or updated addressNew or updated address in Raiser's Edge NXT
- New or updated appealNew or updated appeal in Raiser's Edge NXT
- New or updated campaignNew or updated campaign in Raiser's Edge NXT
- New or updated constituentNew or Updated constituent in Raiser's Edge NXT
- New or updated fundNew or updated fund in Raiser's Edge NXT
- New or updated giftNew or updated gift in Raiser's Edge NXT
- New phoneNew phone in Raiser's Edge NXT
Any other trigger you can think up
Actions
Do this…
BIM 360
- Custom actionCustom action in BIM 360 (Custom)
- Create issue in a project (V2)Create issue in a project (V2) in BIM 360
- Create object in a projectCreate object in a project in BIM 360
- Download cost document in a projectDownload generated cost document in a project in BIM 360
- Download document in a projectDownload document in a project in BIM 360
- Download drawing export in a projectDownload drawing export in a project in BIM 360
- Export drawing in a projectExport drawing in a project in BIM 360
- Get document in a projectGet document in a project in BIM 360
- Get drawing export status in a projectGet drawing export status in a project in BIM 360
- Get folder contents BatchGet folder contents in BIM 360
- Get folder info in a projectGet folder info in a project in BIM 360
- Get issue in a project (V2)Get issue in a project (V2) in BIM 360
- Get object in a projectGet object in a project in BIM 360
- Get project detailsGet project details in BIM 360
- Search issues in a project (V2) BatchSearch issues in a project (V2) in BIM 360
- Search objects in a projectSearch objects in a project in BIM 360
- Update issue in a project (V2)Update issue in a project (V2) in BIM 360
- Update object in a projectUpdate object in a project in BIM 360
- Upload document to a projectUpload document to a project in BIM 360
Any other action you can think up
Raiser's Edge NXT
- Custom actionCustom action in Raiser's Edge NXT (Custom)
- Add custom field to constituentAdd new custom field to constituent in Raiser's Edge NXT
- Create addressCreate address in Raiser's Edge NXT
- Create communication preferencesCreate communication preferences in Raiser's Edge NXT
- Create constituentCreate constituent in Raiser's Edge NXT
- Create constituent codeCreate constituent code in Raiser's Edge NXT
- Create emailCreate email in Raiser's Edge NXT
- Create online presenceCreate online presence in Raiser's Edge NXT
- Create phoneCreate phone in Raiser's Edge NXT
- Delete addressDelete address in Raiser's Edge NXT
- Delete emailDelete email in Raiser's Edge NXT
- Delete online presenceDelete online presence in Raiser's Edge NXT
- Delete phoneDelete phone in Raiser's Edge NXT
- Get addresses BatchGet address(es) by constituent ID in Raiser's Edge NXT
- Get appeal detailsGet appeal details in Raiser's Edge NXT
- Get campaign detailsGet campaign details in Raiser's Edge NXT
- Get constituent detailsGet constituent details in Raiser's Edge NXT
- Get custom fields by appeal ID BatchGet custom fields by appeal ID in Raiser's Edge NXT
- Get custom fields by campaign ID BatchGet custom fields by campaign ID in Raiser's Edge NXT
- Get custom fields by constituent ID BatchGet custom field by constituent ID in Raiser's Edge NXT
- Get custom fields by fund ID BatchGet custom fields by fund ID in Raiser's Edge NXT
- Get custom fields by gift ID BatchGet custom fields by gift ID in Raiser's Edge NXT
- Get email addresses BatchGet email address(es) by constituent ID in Raiser's Edge NXT
- Get fund detailsGet fund details in Raiser's Edge NXT
- Get gift detailsGet gift details in Raiser's Edge NXT
- Get phones BatchGet phone(s) by constituent ID in Raiser's Edge NXT
- Search constituent BatchSearch constituent in Raiser's Edge NXT
- Search constituent code BatchSearch constituent code in Raiser's Edge NXT
- Search online presence BatchSearch online presence in Raiser's Edge NXT
- Update addressUpdate address in Raiser's Edge NXT
- Update communication preferencesUpdate communication preferences in Raiser's Edge NXT
- Update constituentUpdate constituent in Raiser's Edge NXT
- Update constituent codeUpdate constituent code in Raiser's Edge NXT
- Update custom field in constituentUpdate custom field in Raiser's Edge NXT
- Update emailUpdate email in Raiser's Edge NXT
- Update online presenceUpdate online presence in Raiser's Edge NXT
- Update phoneUpdate phone in Raiser's Edge NXT
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work