Instil and Salesflare

How to connect Instil

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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