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SurveyMonkey
Easily record poll, survey, and voting results from SurveyMonkey in iMIS fields or activities!
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Imports/Exports
Import contact updates using spreadsheets and link spreadsheet contents with iMIS in real-time!
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GoToWebinar
Automate GoToWebinar creation and registration using iMIS Events!
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HubSpot
Account details synced between HubSpot and iMIS. Plus see how easy HubSpot form data passes into iMIS!
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Square
Record monetary transactions outside of iMIS using Square!
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Triggered iMIS Data Updates
Replace your SQL Triggers and Stored Procedures; Automate data maintenance! Synchronize roles, company and committee affiliation, Multi-instance tables and activities!
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Zoom
Automate Zoom meetings and registration using iMIS Events!

Pulling Transactions from Square to iMIS

Benefit

Record monetary transactions from a separate payment system to iMIS.

Workflow

  1. Trigger – App -- Square, Event -- New Transaction
  2. Action – App -- iAC, Event -- Search Contact Record
    Pass the values from Square to look up the contact record. This will be the customer’s Email, Given Name (first name), and Family Name (last name)
    The result will be the iMIS ID, used in the next step.
  3. Action – App -- iAC, Event -- Create Activity