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Automation

Why do things manually when you can automate? In this section are your guides to Triggers & saving emails to Constitunet Timelines

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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