Triggers - Overview

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Triggers are a powerful component in Donorfy which allows you to define custom behavior when specific events happen, such as a new constituent being added.

Triggers are available to both Essential and Professional Plans as follows:

Essentials - a maximum of 3 Triggers

Professional - unlimited number of Triggers

Triggers may require a Stored Procedure to be written - please contact Donorfy Support about what Trigger you require. A quote for the Stored Procedure to be written will then be provided.

 

Watch the overview and tutorial on Triggers here.

 

Trigger types

There are various Trigger types to choose from - a summary of each is below:

 

Constituent based types:

Name ID Description

Manual

1 This trigger type requires a user to press a button to initiate the trigger via Data Management > Triggers
Only contains Actions - no conditions
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Scheduled

5 This trigger type is run on a user-defined schedule.

Daily / Hourly / Every X mins

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Constituent based types:

Name ID Description

Constituent Added

6 This trigger is run when a constituent is added.

Constituent Updated

2 This trigger is run when a constituent is updated.

Constituent Deleted

7 This trigger is run when a constituent is deleted.

 

Activity-based types:

Name ID Description

Activity Added

13 This trigger is run when an activity is added.

Activity Updated

14 This trigger is run when an activity is updated.

Activity Deleted

15 This trigger is run when an activity is deleted.

 

Recurring Payment Instruction (RPI) based types:

Name

ID

Description

RPI Added

4 This trigger is run when an RPI is added.

RPI Updated

11 This trigger is run when an RPI is updated.

RPI Deleted

12 This trigger is run when an RPI is deleted.

 

Transaction based types:

Name

ID

Description

Transaction Added

8 This trigger is run when a Transaction is added.

Transaction Updated

9 This trigger is run when a Transaction is updated.

Deleted Deleted

10 This trigger is run when a Transaction is deleted.

 

 

Note: Triggers are not fired as a result of data being added/updated/deleted via the

  • File Uploader
  • API

They are only fired as a result of Donorfy data being added/updated/deleted by manual input or the standard integrations (see donorfy.com/integrations).

 

See the following articles to:

 

 

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