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Customize your Raiser's Edge NXT and SailPoint integration with the following
triggers and actions.
Triggers
When this happens…
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
SailPoint
- Access Request Dynamic Approval Real-timeRoute an access request to an additional approval step by an identity or a governance group.
- Access Request Postapproval Real-timeAn access request has passed all approval steps and is ready to be provisioned.
- Access Request Preapproval Real-timeApprove or deny an access request before it is sent to the first approver.
- Account Aggregation Completed Real-timeAn account aggregation operation has completed.
- Identity Attributes Changed Real-timeOne or more attributes for an identity have changed
- Identity Deleted Real-timeAn identity has been deleted in Identity Now.
- New Identity Created Real-timeA new identity has been created in Identity Now.
- Saved Search Completed Real-timeA report generated from a saved search subscription is available to be processed
Any other trigger you can think up
Actions
Do this…
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
SailPoint
- Custom actionCustom action in SailPoint
- Get Account ActivityThis gets a single account activity.
- Get Certification CampaignThis gets a single certification campaign by ID.
- List Account ActivitiesThis gets a collection of account activities that satisfy the given parameters.
- List Certification CampaignsThis gets multiple certification campaigns that satisfy the given parameters.
- List Public IdentitiesReturns a list of publicly viewable identities in Identity Now.
- List Requestable ObjectsReturns a list of acccess items that that can be requested through the Submit Access Request action.
- Respond to TriggerThis will submit a response to a REQUEST_RESPONSE trigger.
- Submit Access RequestThis submits the access request into IdentityNow, where it will follow any IdentityNow approval processes.
- Upload Account Source FileThis uploads a CSV formatted account file generated from an identity source to Identity Now. IDN will automatically perform account aggregation when the file is received.
Any other action you can think up
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