Instil and Salesflare

How to connect Instil

Instil is a nonprofit CRM platform that supports best practices for major gift operations and constituent management

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.

Look up existing records

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