Integrate Classy with Retently
Trigger NPS/CSAT surveys after donations or campaign interactions, sync donor profiles and transaction data with Retently, and use feedback scores to improve donor engagement strategies.
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About Classy
Classy is an application that allows users to automate tasks based on fundraising data, enabling tracking of campaigns, supporters, transactions, and donation plans.
Classy to Retently
New Campaign
Triggers when there is a new campaign.New Supporter
Triggers when there is a new supporter.Updated Transaction
Triggers when there is a new transaction, or an update to an existing transaction.Updated Recurring Donation Plan
Triggers when there is an update to an existing recurring donation plan record.New Recurring Donation Plan
Triggers when there is a new recurring donation plan.New Transaction
Triggers when there is a new transaction.Updated Campaign
Triggers when there is an update to an existing campaign record.Updated Supporter
Triggers when there is an update to an existing supporter record.
Retently to Classy
Update Supporter
Updates a Supporter record in Classy, probably with input from previous steps.Find a Supporter
Search for supporters by ID or email address.Find a Campaign
Search for campaigns by ID or contact address.Related blog posts
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