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.

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iMIS to Retently

1

iqa

Triggers when there are new results in the IQA.
2

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.
3

New Contact Record Added

Triggers when a new contact is added in iMIS.
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Retently to iMIS

1

Gift Entry

Enters a new gift to the batch.
2

Add Product

Creates an iMIS Product.
3

Add Security Role

Adds security role to an iMIS Account.
4

Add/Update Panel Source

Updates a panel source defined in RiSE Panel Designer.
5

Update Communication Preferences

Updates Communication Preferences in the iMIS user profile.
6

Add/Update Company

Creates or updates a Company record in iMIS.
7

Add/Update Subscription Records

Creates or updates a Subscription record in iMIS.
8

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.
9

Update Event

Updates an Event in iMIS.
10

Find Company

Finds a company in iMIS.
11

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.
12

Find or Create Contact Record

Searches for a contact using email address.
13

Add Event Registrant

Registers a contact to the event.
14

Add/Update Contact

Creates or changes a contact record in iMIS.
15

Add/Remove Relationship

Creates or removes a Chapter, Relationship, Committee Role, or Organization Role.
16

Add/Update Addresses

Adds or updates an address in iMIS.
17

API Request (Beta)

A direct call to the iMIS API using the connection details from your iMIS account.
18

Create Activity

Creates a new activity in the contact record.
19

Create Event

Creates an Event in iMIS.
20

Update GenTable

Creates, updates, or deletes a gen table entry.
21

Update Dynamic Group

Updates a dynamic group in iMIS. Only available for iMIS EMS 20.3.144 or higher.
22

Update Password

Updates a password for the user account in iMIS. Requires username, old password, and new password.
23

Search/Add Contact Record

Searches for a contact using email address.
24

Find or Create Company Record

Finds a company in iMIS.

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