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
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Set up Zaps that create new contacts in your database when triggered by events in other apps
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Map fields from your source app to the appropriate fields in Bonterra CRM
Step 2: Update existing records in Bonterra CRM
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Configure Zaps to find and update existing contact records based on matching criteria
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Define which fields should be updated when new information becomes available
Step 3: Add activity history to contacts
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Create Zaps that log interactions, communications, or other activities to contact records
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Ensure your engagement tracking is comprehensive across all platforms
Step 4: Trigger actions in other apps from Bonterra CRM events
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Use Bonterra CRM events (like new contacts or donations) as triggers
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Set up resulting actions in other connected applications
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