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. |
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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. |
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Note: Triggers are not fired as a result of data being added/updated/deleted via the
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:
- Creating a Trigger
- Add Trigger Conditions (optional)
- Add Trigger Actions
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