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.