Zapier connects Tormano to thousands of other apps without writing anything. A Tormano event such as a new contact or a new donation can start a Zap, and a Zap can create records in Tormano as one of its steps.
Finding the app on Zapier
Search Zapier for Tormano CRM on the Business edition or Tormano Nonprofit on the Nonprofit edition, or go to Settings > Integrations > Zapier and click Set up to open the connect page for your account.
Connecting your account
When you add Tormano in Zapier you are asked for a key. Create one under Settings > Integrations > API keys with write access turned on, paste it into Zapier, and your account is connected.
What you can build
- Events that start a Zap: new contact, new deal, deal won, deal stage changed, new donation, new grant, new volunteer, new event, new pledge, and new membership.
- Things a Zap can do: create or update a contact, company, or deal, move a deal to another stage, create an activity or task, and record a donation.
Each edition gets the set that fits it, so the Zapier listing shows exactly what your account supports.