Integrate PhoneRaise with Retently

Trigger NPS/CSAT surveys after significant donor interactions or updates, sync donor profiles with Retently to maintain up-to-date feedback data, and use survey responses to tailor donor communication strategies.

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About PhoneRaise

PhoneRaise assists in managing donor information and interactions, allowing users to create, update, and retrieve donor and touchpoint data efficiently.

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PhoneRaise to Retently

1

New Donor

Triggers when a new donor is found.
2

New or Updated Donor

Triggers when a donor is created or updated.
3

New Touchpoint

Triggers when a new touchpoint is found.
4

New or Updated Touchpoint

Triggers when a touchpoint is updated.
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Retently to PhoneRaise

1

Create Donor

Creates a donor in the campaign.
2

Delete Donor by ID

Deletes a donor by their ID.
3

Update Donor by ID

Updates a donor by ID.
4

Find Donors

Retrieves all donors.
5

Find Donor by Email

Retrieves a donor by their email.
6

Find Donor by Phone

Retrieves a donor by their phone number.
7

Find Touchpoint by Donor ID

Retrieves touchpoint by donor ID.
8

Find or Create Donor

Retrieves a donor by their email.
9

Find or Create Donor

Retrieves a donor by their phone number.
10

Find or Create Touchpoint

Retrieves touchpoint by donor ID.
11

Create Touchpoint

Creates a touchpoint in the campaign.
12

Delete Touchpoint by ID

Deletes a touchpoint by its ID.
13

Update Touchpoint by ID

Updates a touchpoint by its ID.
14

Find Donor by Custom Donor ID

Retrieves a donor by their custom donor ID.
15

Find Donor by ID

Retrieves a donor by their ID.
16

Find Touchpoints

Retrieves all touchpoints from the campaign.
17

Find Touchpoint by ID

Retrieves a touchpoint by its ID.
18

Find or Create Donor

Retrieves a donor by their custom donor ID.
19

Find or Create Donor

Retrieves a donor by their ID.
20

Find or Create Touchpoint

Retrieves all touchpoints from the campaign.
21

Find or Create Touchpoint

Retrieves a touchpoint by its ID.

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