Raiser's Edge NXT and Replicon integrations and automations

Do everything in one place

Customize your Raiser's Edge NXT and Replicon integration with the following triggers and actions.

Triggers

When this happens…

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

Replicon
  • New client
    New client created in Replicon
  • New or updated invoice ready to sync
    New/updated ready to sync invoice in Replicon
  • New project
    New project created in Replicon
  • New user
    New user created in Replicon

    • Any other trigger you can think up

Actions

Do this…

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

Replicon
  • Custom action
    Custom action in Replicon (Custom)
  • Assign all users to project
    Assign all users to project in Replicon
  • Assign co-manager to project
    Assign co-manager to project in Replicon
  • Add line item to expense sheet
    Add line item to expense sheet in Replicon
  • Assign manager to project
    Assign manager to project in Replicon
  • Assign user to project
    Assign user to project in Replicon
  • Update invoice status
    Update status for invoice in Replicon
  • Create client
    Create client in Replicon
  • Create expense sheet
    Create expense sheet in Replicon
  • Create project
    Create project in Replicon
  • Create project task
    Create project task in Replicon
  • Create timesheet
    Create timesheet in Replicon
  • Create user
    Create user in Replicon
  • Get all tasks for a project Batch
    Get all project task in Replicon
  • Get client details
    Get client details from Replicon
  • Get project cost amount details
    Get project cost amount details from Replicon
  • Get expensable projects Batch
    Get expensable projects by expense sheet in Replicon
  • Get invoice details by URI
    Get invoice details from Replicon
  • Get invoice item details by URI
    Get invoice item details from Replicon
  • Get project details
    Get project details from Replicon
  • Get list of project team members Batch
    Get list of project team members from project in Replicon
  • Get task assignments for resource Batch
    Get task assignments for resource in Replicon
  • Get user details
    Get user details from Replicon
  • Get list of clients Batch
    Get list of clients from Replicon
  • Get all eligible project leaders Batch
    Get all eligible project leaders from Replicon
  • Get list of projects Batch
    Get list of projects from Replicon
  • Get list of users Batch
    Get list of users from Replicon
  • Get payroll details Batch
    Get payroll details for a specific pay period from Replicon
  • Search clients Batch
    Search clients in Replicon
  • Search programs Batch
    Search programs in Replicon
  • Search projects Batch
    Search projects in Replicon
  • Search users Batch
    Search users in Replicon
  • Submit expense sheet
    Submit expense sheet in Replicon
  • Update client
    Update client in Replicon
  • Update payment due date and issue date
    Update payment due date and date of issue for invoice in Replicon
  • Update invoice description
    Update description for invoice in Replicon
  • Update invoice sync status
    Update sync status for invoice in Replicon
  • Update project
    Update project in Replicon
  • Update project client
    Update project client in Replicon
  • Update project end date
    Update end date for project in Replicon
  • Update project fixed bid rate
    Update project fixed bid rate in Replicon
  • Update project name
    Update project name in Replicon
  • Update project program
    Update program to project in Replicon
  • Update project status
    Update project status in Replicon
  • Update user
    Update user in Replicon

    • Any other action you can think up

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