CRM · CONNECTIONRead Virtuous CRM contacts and individuals, import contacts and gifts, and manage custom collections.
Explore 13 workflow actions for Virtuous CRM, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Adds an instance of a custom collection to a contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Adds an instance of a custom collection to an individual.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Sends a contact through Virtuous's import process, which matches it to an existing contact or creates one (the result is not returned).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Records a gift (a donation already received elsewhere) through Virtuous's gift import, which matches the donor, recurring gift and designations. No money moves.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Finds the individual in your Virtuous CRM that has this email address.
Reads one contact with its individuals, address, giving totals, tags and custom fields.
Reads the contact linked to a record in another system, by that system's name and its ID.
Reads one individual (a person within a contact) with contact methods and custom fields.
Lists the custom collection definitions for contacts, with their fields.
Lists the custom collection definitions for individuals, with their fields.
Lists the individuals (people) within a contact.
Changes the fields of a custom collection instance on a contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Changes the fields of a custom collection instance on an individual.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Virtuous CRM. A saved workflow is not a completed provider action.
