Zapier for iMIS (Powered by iAppConnector)

A complete list of Triggers and Actions by Armstrong.

Trigger List

New Contact Record Added

Searches for new contacts added in iMIS.

Returns back the following:

·         Date_Time: The time account was created

·         ID: iMIS ID

·         Log_Text: Name of the contact

·         Log_Type: always listed as CHANGE

·         Sub_Type: always listed as ADD

·         User_Id: lists the username of the iMIS user that created the account.

·         Id: unique value used by Zapier’s de-duplication system.

Updated Contact Record

Searches for contact records updated in iMIS

Parameters:

·         Track Fields: List the table and field name to filter the trigger on specific updates to a contact record. For example Name.EMAIL will only trigger the Zap if a change is made to CsContact.Email or Name.Email.

Returns back the following:

·         Date_Time: The time the update occurred

·         ID: iMIS ID

·         Log_Text: Field Name followed by the original value and new value.

·         Log_Type: always listed as CHANGE

·         Sub_Type: always listed as CHANGE

·         User_Id: lists the username of the iMIS user that updated the field.

·         Id: unique value used by Zapier’s de-duplication system.

IQA

Searches for results from IQA.

Parameters:

·         IQA Path: Location of the Intelligent Query Architect. Path always starts with “$/”

·         Parameter List: The parameters are defined by the IQA filters. The order of the parameter list needs to match the order of the optional/required filters top to bottom. For example, the IQA filter lists FirstName as the first optional or required parameter at the top followed by LastName as the second optional or required parameter. The parameter list will have the value of the first name listed (e.g. John) on the first row followed by the last name (e.g. Doe)

Returns back the following:

·         Display items listed in the IQA

·         Id: unique value used by Zapier’s de-duplication system.

Action List

Add/Update Contact

Creates or updates a contact in iMIS

Parameters:

·         Add or Update: Add is the default selection and will create a new record in iMIS using the following parameters. Selecting Update will include iMIS ID as a required parameter. When updating a record all empty parameters will not override the existing values for that user record in iMIS.

·         iMIS ID (If update is selected): Used to update the record with matching iMIS ID.

·         First Name: Updates CsContact.FirstName, required when adding a record.

·         Middle Name: Updates CsContact.MiddleName, optional.

·         Last Name: Updates CsContact.LastName, required when adding a record.

·         Informal Name: Updates CsContact.Informal, optional.

·         Email: Primary email address. Updates CsContact.Email. Optional.

·         Member Type: Updates CsContact.MemberType. Needs member type code. When adding a new contact it will default to the member type used for new records in iMIS if field is empty. Optional.

·         Major Key: Updates CsContact.Major Key. Optional.

·         Phone Number: Updates CsContact.WorkPhone. Optional.

·         Title: Updates CsContact.Title. Optional.

·         Functional Title: Updates CsContact.Functional Title. Optional.

·         Website: Updates CsContact.Website. Optional.

·         Country Code: Updates country for primary address. Optional.

Returns back:

·         iMISID

Create Activity

Creates an activity record in iMIS

Parameters:

·         Activity Type: Dropdown list of all activities defined in iMIS. Required.

·         SEQN#: Only fill this in when updating an existing activity, must be a number. Optional.

·         ID: This is the iMIS ID the activity is tied to. Required.

·         Transaction Date: Updates Activity.TransactionDate. Defaults to current datetime. Optional.

·         Additional parameters will appear depending on the activity type selected. These are defined on the staff site Settings > Contacts > Activity Types.

Returns back:

·         SEQN

Add/Update Panel Source (also known as user-defined tables)

Creates or Updates a row within the custom user-defined panel source or table in iMIS.

Parameters:

·         Panel Source Name: Dropdown of all panel sources defined in iMIS. These are custom defined single-instance, multi-instance, and standalone tables. Required.

·         Additional parameters will appear depending on the panel source selected. These are defined on the staff site RiSE > Panel Designer.

Returns back:

·         Response table from iMIS.

Add/Update Addresses

Creates or updates an address defined within the contact record.

Parameters:

·         iMIS ID: Used for adding an address to the contact record. Required.

·         Address ID: Used for updating an existing address in the contact record. Optional.

·         Override Address Id: Applicable only if Address Id is used. Setting this to true will add the address to the record if the Address Id is not found on the record. This will output a new address id. If set to false the address will not be added or updated if the Address Id is not found on the contact record.

·         Address Purpose: A list containing the type of address (e.g. Home, Seasonal, Work). Required.

·         Address Line 1: Updates CsAddress.Address1

·         Address Line 2: Updates CsAddress.Address2

·         City: Updates CsAddress.City

·         State Code: Updates CsAddress.StateProvince

·         Country Code: Updates CsAddress.CountryCode

·         Postal Code: Updates CsAddress.Zip

·         Email: Updates CsAddress.Email

·         Phone: Updates CsAddress.Phone

·         Notes: Updates CsAddress.Note

Returns back:

·         iMISID

Add/Remove Relationship

Creates or removes a connection for Chapters, Committees, Relationships, and Organizations.

Parameters:

·         Add/Remove Relationship: Dropdown selection to add or remove, add is selected by default. Required.

·         Relationship Type: Dropdown selection of Chapter, Committee, Relationship, and Organization Relationship. The selected option here will populate the next two parameters. Chapter = Chapter Code and Role ID, Committee = Committee Name and Committee Position, Relationship = Relationship Type and In Relation To, Organization = Organization ID and Role ID. Required.

·         Contact ID: iMIS ID of the contact to make the relationship to. Required.

·         Title: A title or brief description of the relationship.

·         Effective Date: Populates CsActivity.Effective Date

·         Expiration Date: Populates CsActivity.Thru Date

Returns back:

·         Response table in iMIS.

Add/Update Company

Creates or updates an organization record in iMIS.

Parameters:

·         Add or Update: Specify to add or update an organization. Selecting Update will add an additional parameter iMIS ID which will be listed as required. Required.

·         Company Name: Populates CsContact.Company. Required when adding, optional when updating.

·         Member Type Code: Populates CsContact.Member Type. Required when adding, optional when updating.

·         Work Phone: Updates CsContact.WorkPhone. Optional.

·         Country Code: Updates country for primary address. Optional.

·         Email: Primary email address. Updates CsContact.Email. Optional.

·         Website: Updates CsContact.Website. Optional.

Returns back:

·         iMISID

Add Security Role

Parameters:

·         Add User Security Role: Dropdown list of security roles to attach to the user’s account. Required

·         Username: Username to attach the security role to.

Returns back:

·         Response table in iMIS.

Add Product

Adds a product in iMIS

Parameters:

·         Code: Populates CsProduct.Product Code. Required.

·         Title: Populates CsProduct.Product Title. Required.

·         Description: Populates CsProduct.Description. Optional.

·         Category: Populates CsProduct.Product Category. Required.

·         Standard Price: Populates CsProduct.Price. Required.

·         Discount Price: Populates CsProduct.Member Price. Required.

Returns back:

·         Response table in iMIS.

Search List

Search IQA Results

Searches for results from IQA.

Parameters:

·         IQA Path: Location of the Intelligent Query Architect. Path always starts with “$/”. Additional parameters will appear once the IQA is found. These parameters can be managed within the IQA filters tab. Required.

Returns back:

·         A list of results from the IQA.

Find Company

Searches for a company record in iMIS. Can create a company record if none are found.

Parameters:

·         Search by Company Website: The supplied value will look for an exact match in CsContact.Website. It can also look for variations of the website URL.

o   Example.com will return back a company record if the website in iMIS matches the following. Https://Example.com, Http://Example.com, Https://www.Example.com, Http://www.Example.com, www.Example.com, Example.com.

·         Create iAppConnector for iMIS Company if it doesn’t exist yet?: If checked it will bring in additional parameters from the Add/Update Company action.

Returns back:

·         iMISID, can be empty.

Search/Add Contact Record

Searches for a contact record in iMIS. Can create a contact record if none are found.

Parameters:

·         Search by Email: Looks up contact record using email address.

·         Create iAppConnector for iMIS Contact Record if it doesn’t exist yet?: If checked it will bring in additional parameters from the Add/Update Contact action.

Returns back:

·         iMISID, can be empty.

 

iMIS 2017 compatible

iMIS EMS compatible

IQA Trigger

Add Event Registrant

 

Add/Update Contact

Add Product

Add/Remove Relationship

Add Security Role

 

Add/Update Addresses

Add/Update Panel Source

Create Activity

Add/Update Company

Create Event

 

Add/Update Subscription Records

 

Add/Update Certification Program

Add/Update Certification Registration

Update GenTable

Update Password

 

Find Company

Search/Add Contact Record

Search IQA Results