Instil and Salesflare
How to connect Instil
- Via Zapier — 17 operations available. Set it up ↗
What you can automate
- When new Task in Salesflare, create Ticket in Instil.
About Instil
Instil is a nonprofit CRM platform that supports best practices for major gift operations and constituent management
Instil operations on Zapier
Actions (13)
Things Salesflare can make it do
- Append Data to Constituent — This is similar to Update Constituent, but it will only append new data. If data for a given field already exists, that data will be used rather than what is passed to it in Zapier.
- Create Campaign — Creates a new campaign record.
- Create Constituent — Creates a new constituent record.
- Create Ticket — Creates a new ticket record.
- Create Transaction — Creates a new transaction record.
Show 8 more actions
- Find or Create Campaign — Searches for campaigns by external ID.
- Find or Create Constituent — Searches for constituents by email or external ID
- Find or Create Ticket — Searches for tickets by external ID.
- Find or Create Transaction — Searches for transactions by external ID.
- Update Campaign — Updates an existing campaign record.
- Update Constituent — Updates an existing constituent record.
- Update Ticket — Updates an existing ticket record.
- Update Transaction — Updates an existing transaction record.
Searches (4)
Look up existing records
- Search Campaigns — Searches for campaigns by external ID.
- Search Constituents — Searches for constituents by email or external ID
- Search Tickets — Searches for tickets by external ID.
- Search Transactions — Searches for transactions by external ID.
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