Automation
Why do things manually when you can automate? In this section are your guides to Triggers & saving emails to Constitunet Timelines
Saving emails directly to Timelines
No manual Activity adding is required. Just use your Send to Donorfy email address.
Send to Donorfy
Triggers
Triggers are a powerful component in Donorfy which allows you to define custom behavior when specific events happen, such as a new constituent being added.
Getting started - how to create your first Trigger
Triggers
Trigger Actions (Email)
Trigger Actions - Create a Word Document
Trigger Placeholders