Integrate EveryAction with Retently

Trigger NPS/CSAT surveys after donations or significant engagement activities, sync donor and customer profiles to keep contact information and engagement history updated, and utilize feedback scores to improve donor engagement strategies.

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About EveryAction

EveryAction provides customer relationship management, donor management, and fundraising software tools for nonprofits.

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EveryAction to Retently

We don't have any actions yet for EveryAction, but we're working on it!
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Retently to EveryAction

1

Add Activist Codes

Adds activist codes to a contact.
2

Tag a Contact

Adds a tag to an existing contact.
3

Add a Contribution

Adds a contribution to an existing contact.
4

Add Survey Responses

Adds survey responses to a contact.
5

Create or Update Contact With a Contribution

Attempts to find a matching contact and updates it. If not found, it creates a new contact and adds a contribution.
6

Submit Data to Online Actions

Submits data to a form published in Online Actions.
7

Find Financial Batch

Finds an existing open financial batch.
8

Find or Create Financial Batch

Finds an existing open financial batch.
9

Add Canvass Responses

Adds a canvass response to a contact, including survey responses and activist codes.
10

Add Contact History

Adds a contact history record to a contact.
11

Add Note to Contact

Adds a note to an existing contact.
12

Create or Update Contact

Attempts to find a matching contact and updates it. If not found, it creates a new contact.
13

Create Financial Batch

Creates a new financial batch.
14

Subscribe Email

Subscribes an email to specific lists.
15

Find Contact

Finds a contact in the current context.

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