Blackbaud

• New constituentRuns when a person or organization is added to Raiser's Edge NXT, with their primary email, phone and address. Checks every 10 minutes.
• Constituent updatedRuns when a constituent's record is changed in Raiser's Edge NXT, with what it holds now. Checks every 10 minutes.
• New giftRuns when a gift is added in Raiser's Edge NXT, to any fund or the one you choose. Checks every 10 minutes.
• Gift updatedRuns when a gift is changed in Raiser's Edge NXT, such as posted or acknowledged, to any fund or the one you choose. Checks every 10 minutes.
• New actionRuns when a call, meeting, mailing, email or task is logged with a constituent in Raiser's Edge NXT. Checks every 10 minutes.
• Action updatedRuns when an action is changed in Raiser's Edge NXT, such as marked completed. Checks every 10 minutes.

• Search constituentsFind constituents by name, email address, phone number, address or lookup ID. Names that sound alike match too unless you ask for exact.
• List constituentsList constituents with their primary email, phone and address, optionally only those added or changed since a day.
• Get constituentGet one constituent: name, type, status, birthdate, and their primary email, phone and preferred address.
• Create constituentAdd a person or organization to Raiser's Edge NXT, with a primary email, phone and address if you give them.
• Update constituentChange a constituent's name, title, gender, birthdate, lookup ID or status. Fields left empty keep their values.
• Delete constituentDelete a constituent record from Raiser's Edge NXT. This can't be undone.
• Add email addressAdd an email address to a constituent, optionally as their primary one.
• Add phone numberAdd a phone number to a constituent, optionally as their primary one.
• Add addressAdd a postal address to a constituent, optionally as their preferred one.
• Add noteAdd a note to a constituent's record.
• List giftsList gifts, by donor, gift type, fund, campaign, appeal, gift date or when they were added or changed.
• Get giftGet one gift: amount, date, donor, type, status, fund split and payment.
• Record giftRecord a one-off gift from a constituent to a fund, paid by cash, check, PayPal, Venmo or another method.
• Delete giftDelete a gift. Blackbaud refuses gifts that can't be deleted, such as posted ones.
• List actionsList actions (calls, meetings, mailings, emails and tasks), for every constituent or all of one constituent's.
• Create actionLog a phone call, meeting, mailing, email or task with a constituent.
• Update actionChange an action's details or mark it done. Fields left empty keep their values.
• Delete actionDelete an action from a constituent's record.
• List code table entriesList the values one of your Raiser's Edge NXT tables allows, such as phone types or note types, to use in other steps.
• List funds, campaigns or appealsList your funds, campaigns or appeals with their ids, the records gifts are credited to. Active ones only unless you include inactive.

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