Volunteero + Spektrix Integrations

See the kind of workflows teams build with Volunteero and Spektrix below — describe the exact one you want above and the Agent builds it on demand.

Volunteero + Spektrix When a new badge is awarded to a volunteer in Volunteero, add a ticket subscription to their customer profile in Spektrix.

Sync newly created leads across CRM platforms When a new lead is captured in Volunteero, automatically create or update the matching contact in Spektrix to keep records synchronized. See details

Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in Spektrix, update the corresponding opportunity stage in Volunteero for unified revenue reporting. See details

Log pipeline stage updates as CRM activities When a deal moves forward in Volunteero, log a status update activity on the corresponding account record in Spektrix. See details

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Triggers & actions for Volunteero and Spektrix

Everything Volunteero and Spektrix can do inside a workflow — the triggers that start one and the actions that run when it fires.

Volunteero Explore Volunteero →

Volunteero is a management platform designed for charities to recruit, schedule, and communicate with volunteers.

Triggers

Qualification Added to Volunteer

Triggers when a qualification is added to a volunteer profile.

Award Badge

Triggers when a volunteer is awarded a badge.

New Client

Triggers when a client record is created.

New Mission

Triggers when a new mission is created.

New Report

Triggers when a volunteer or staff has created a report.

New Volunteer

Triggers when a volunteer record is created.

Actions

Add Volunteer Badge

Award a badge to a volunteer.

Add Volunteer Qualification

Add a qualification to a volunteer.

Create Client

Adds a new client to your organisation Emergency contact information is only available for Person clients. Emergency contact information is optional but if provided then for each contact the given name, family name, phone number and relationship are required.

Create Mission

Create a new active mission in your organisation.

Create Volunteer

Adds a new volunteer to your organisation Emergency contact information is optional but if provided then for each contact the given name, family name, phone number and relationship are required.

Remove Last Volunteer Badge

Removes the latest awarded instance of the badge from a volunteer.

Spektrix Explore Spektrix →

Spektrix is a cloud-based ticketing, marketing, and customer relationship management platform built for arts and entertainment organizations.

Triggers

New Order (Beta)

This is an experimental Trigger which will fire whenever a new Order is created in Spektrix. This is a Beta feature and may not consistently work as expected especially in situations where the system is under intense load such as in-demand on sales.

Actions

Customer: Update Attribute(s)

Updates Attribute(s) on a Customer record

Customer: Add Tag(s)

Adds Tag(s) on a Customer record

Basket: Add Order Attribute(s)

Adds Order Attribute(s) to a Basket

Basket: Add Membership(s)

Adds Membership(s) to a Basket

Basket: Add Ticket(s) (Unreserved Seating Plan)

Adds Ticket(s) for an Event with an Unreserved Seating Plan to a Basket

Basket: Add Ticket Subscription(s)

Adds Ticket Subscription(s) to a Basket

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