What kinds of actions can I take with Zapier?

Overview 

Zapier allows you to automate various data transfer actions between Bonterra CRM and other applications. Here are the common action types available: 

Step 1: Create new records in Bonterra CRM 

1. Set up Zaps that create new contacts in your database when triggered by events in other apps 

2. Map fields from your source app to the appropriate fields in Bonterra CRM 

Step 2: Update existing records in Bonterra CRM 

1. Configure Zaps to find and update existing contact records based on matching criteria 

2. Define which fields should be updated when new information becomes available 

Step 3: Add activity history to contacts 

1. Create Zaps that log interactions, communications, or other activities to contact records 

2. Ensure your engagement tracking is comprehensive across all platforms 

Step 4: Trigger actions in other apps from Bonterra CRM events 

1. Use Bonterra CRM events (like new contacts or donations) as triggers 

2. Set up resulting actions in other connected applications 

What else do you need help with?

• Understanding Zapier Integration with Bonterra CRM
• How do I set up Zapier to work with Bonterra CRM?
• How do I use the pre-designed Zap templates?