Every trigger, action and search the ThirdSectorBee app offers in Zapier. To connect Zapier and choose which events it receives, see Connect Zapier.
Everything here runs as the person who connected Zapier. A record type needs its module enabled for your beehive, and each trigger, action and search needs that person’s matching read or write permission. See the permission catalogue.
Triggers
A trigger fires only when its event is turned on in Integrations → Zapier → Events, and only for records the connected person can read. The record itself is fetched when the Zap runs, so the Zap receives its current details.
| Record | Triggers |
|---|---|
| Contact | New Contact, Updated Contact, Deleted Contact, Tag Added to Contact, Tag Removed From Contact |
| Organisation | New Organisation, Updated Organisation, Deleted Organisation |
| Resource | New Resource, Updated Resource, Deleted Resource |
| Payment | New Payment, Updated Payment, Deleted Payment |
| Touchpoint | New Touchpoint |
| Task | New Task, Updated Task, Deleted Task |
| Event | New Event, Updated Event, Cancelled Event, Deleted Event |
| Membership | New Membership, Updated Membership, Renewed Membership, Cancelled Membership |
| Programme | New Programme, Updated Programme, Archived Programme |
| Case | New Case, Updated Case, Closed Case |
| Case interaction | New Case Interaction |
| Funnel entry | New Funnel Entry, Funnel Entry Stage Changed, Qualified Funnel Entry |
Contact triggers never fire for a contact marked as a child or as deceased, and contacts changed by an import aren’t reported. With Ignore events from imports and form submissions on, records created by imports and contacts created by Engage forms don’t trigger Zaps either.
Actions
Create, Update and Delete follow the pattern Create Contact, Update Contact, Delete Contact. Where a record can’t be deleted, the remove action says what it does instead.
| Record | Create | Update | Remove | Other actions |
|---|---|---|---|---|
| Contact | Yes | Yes | Delete | Link Contact to Organisation, Unlink Contact From Organisation, Link Contact to Resource, Unlink Contact From Resource, Link Contact to Contact, Unlink Contact From Contact |
| Organisation | Yes | Yes | Delete | |
| Resource | Yes | Yes | Delete | |
| Payment | Yes | Yes | Delete | |
| Recurring Payment | Yes | Yes | Delete | |
| Fundraising Activity | Yes | Yes | Delete | Add Fundraising Activity Expense, Update Fundraising Activity Expense, Delete Fundraising Activity Expense |
| Fundraising Page | Yes | Yes | Delete | |
| Restricted Fund | Yes | Yes | Delete | |
| Tribute Fund | Yes | Yes | Delete | |
| Tag | Yes | Yes | Delete | Add Tag to Record, Remove Tag From Record (a contact, organisation or resource) |
| Touchpoint | Yes (on a contact) | Yes | ||
| Task | Yes | Yes | Delete | |
| Recurring Task | Yes | Yes | Delete | |
| Event | Yes | Yes | Delete | Cancel Event (cancels without deleting) |
| Membership Type | Yes | Yes | Archive | |
| Membership | Yes | Yes | Cancel | Renew Membership, Add Member to Membership, Remove Member From Membership |
| Programme | Yes | Yes | Archive | Add Programme Funding Need, Update Programme Funding Need |
| Case | Yes | Yes | Close | |
| Case Interaction | Yes (on a case) | |||
| Funnel Entry | Yes | Yes | Change Funnel Entry Stage, Park Funnel Entry, Unpark Funnel Entry, Qualify Funnel Entry, Unqualify Funnel Entry | |
| Gift Aid Declaration | Yes | Cancel | ||
| Programme Measurement | Record Programme Measurement, Delete Programme Measurement |
A few inputs need care:
- Funnel Entry: choose in Track A whether the entry is for a contact or an organisation, then give its ID in Contact or Organisation ID. Each contact or organisation can have only one funnel entry.
- Task and Recurring Task: choose Assign To (a user or a team) and give the Assignee ID from ThirdSectorBee.
- Gift Aid Declaration: the donor’s name, address and consent evidence are required, and nothing is filled in for you.
- Contact, organisation and resource subtypes, genders, membership types and programmes are offered as dropdowns, filled from your beehive. Archived and inactive entries aren’t offered.
- Optional fields left blank are left out, so a blank never overwrites a value already stored.
Writes are accepted a moment before they’re applied. Update, delete and the other record actions retry briefly if the record isn’t readable yet; add a Delay step if a later step still can’t find it.
Searches
| Search | Finds by |
|---|---|
| Find Contact, Find Organisation, Find Resource, Find Tribute Fund | Record ID, or a Search Term of at least two characters |
| Find Payment, Find Recurring Payment, Find Fundraising Activity, Find Fundraising Page, Find Restricted Fund, Find Touchpoint, Find Task, Find Recurring Task, Find Event, Find Membership Type, Find Membership, Find Programme, Find Case, Find Case Interaction, Find Funnel Entry, Find Gift Aid Declaration | Record ID only |
| Find or Create Contact, Find or Create Organisation, Find or Create Resource | Searches first, and creates the record if none is found |
Tags and programme measurements can’t be searched for.