Integrate iMIS with Retently
Trigger NPS/CSAT surveys after event registrations or donations, sync customer contact details and preferences, and use feedback scores to enhance event management and donor engagement strategies.
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About iMIS
iMIS is a software platform used for managing contacts, tracking donations, and delivering event management solutions. It offers capabilities for adding and updating records, communications preferences, and managing user roles.
iMIS to Retently
iqa
Triggers when there are new results in the IQA.Updated Contact Record
Triggers when a contact record is updated in iMIS. Use the track fields parameter to have the trigger fire when the field changes in iMIS.New Contact Record Added
Triggers when a new contact is added in iMIS.
Retently to iMIS
Gift Entry
Enters a new gift to the batch.Add Product
Creates an iMIS Product.Add Security Role
Adds security role to an iMIS Account.Add/Update Panel Source
Updates a panel source defined in RiSE Panel Designer.Update Communication Preferences
Updates Communication Preferences in the iMIS user profile.Add/Update Company
Creates or updates a Company record in iMIS.Add/Update Subscription Records
Creates or updates a Subscription record in iMIS.iMIS to Zap File Conversion
Transforms the encoded file from iMIS into an attachment that can be sent to other apps on the Zapier platform.Update Event
Updates an Event in iMIS.Find Company
Finds a company in iMIS.Search IQA Results
Pulls up results from iMIS using an IQA. The results can then be used by Zapier and other apps in the Zap.Find or Create Contact Record
Searches for a contact using email address.Add Event Registrant
Registers a contact to the event.Add/Update Contact
Creates or changes a contact record in iMIS.Add/Remove Relationship
Creates or removes a Chapter, Relationship, Committee Role, or Organization Role.Add/Update Addresses
Adds or updates an address in iMIS.API Request (Beta)
A direct call to the iMIS API using the connection details from your iMIS account.Create Activity
Creates a new activity in the contact record.Create Event
Creates an Event in iMIS.Update GenTable
Creates, updates, or deletes a gen table entry.Update Dynamic Group
Updates a dynamic group in iMIS. Only available for iMIS EMS 20.3.144 or higher.Update Password
Updates a password for the user account in iMIS. Requires username, old password, and new password.Search/Add Contact Record
Searches for a contact using email address.Find or Create Company Record
Finds a company in iMIS.Related blog posts
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