What you can automate

When new Contact Record Added in iMIS (iAppConnector), find or create contact in Salesflare.

When updated Contact Record in iMIS (iAppConnector), find or create contact in Salesflare.

When new/Updated Contact Record in iMIS (iAppConnector), find or create contact in Salesflare.

When new Account in Salesflare, add/Update Company in iMIS (iAppConnector).

About iMIS (iAppConnector)

iMIS is a leading Engagement Management System for associations and non-profits

iMIS (iAppConnector) operations on Zapier

Start a workflow when this happens

Iqa — Triggers when there are new results in the IQA.
New Contact Record Added — Triggers when a new contact is added in iMIS.
New/Updated Contact Record — Triggers when an individual or company record is updated in iMIS
New/Updated Event — Triggers when an event definition in iMIS is created or updated.
New/Updated Event Registration — Triggers when an event registration occurs.

Show 2 more triggers

New/Updated Panel Source Record — Triggers when a custom Panel Source record is created or updated.
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.

Things Salesflare can make it do

API Request — This is a direct call to the iMIS API. An advanced feature that uses the connection details from your iMIS (iAppConnector) account so the authorization bearer token is already provided.
Add Event Registrant — Register a contact to the event
Add Product — Creates a iMIS Product
Add Security Role — Add security role to iMIS Account
Add/Remove Relationship — Creates or Removes a Chapter, Relationship, Committee Role, or Organization Role.

Show 17 more actions

Add/Update Activity — Creates or updates a new activity in the contact record.
Add/Update Addresses — Adds or Updates an address in iMIS
Add/Update Company — Create a Company record in iMIS
Add/Update Contact — Create or change a contact record in iMIS
Add/Update Panel Source — Updates a panel source defined in RiSE > Panel Designer
Add/Update Subscription Records — Creates or updates a Subscription record in iMIS
Certification Registration — Creates or updates the certification of an individual
Clear Cart — Clears an individual's cart in iMIS using the Contact ID number
Create Event — Creates a Event in iMIS
Event Attendance — Mark an individual for event attendance in iMIS
Find or Create Company Record — Finds a company in iMIS.
Find or Create Contact Record — Search for a contact using email address.
Gift Entry — Enters a new gift to the batch.
Update Communication Preferences — Updates Communication Preferences in the iMIS user profile
Update Dynamic Group — Updates a dynamic group in iMIS. Only available for iMIS EMS 20.3.144 or higher.
Update Event — Updates an Event in iMIS
Update GenTable — Create, update, or delete a gen table entry.

Look up existing records

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.
Search/Add Contact Record — Search for a contact using email address.

iMIS (iAppConnector) and Salesflare