maxT
February 3, 2021, 12:25pm
5
Hi all! It really helps us when you can guide us on what the V1 functionality should be as usually there is a long tail of functionality that could be added to the node and we don’t usually have the domain insight that you might as a user of that tool.
Here are some great examples of this from @janbaykara :
Hey there. Action Network is a CRM well-used by broadly progressive political campaigns.
Since launching in 2012, the Action Network toolset has powered many of the largest mobilizations of the last decade, including the Black Friday Walmart Strikes, the Women’s March, and the Climate Strike. The Action Builder toolset, launched in 2019, is helping dozens of unions and progressive organizations develop and empower leaders and build strong, deep organizing campaigns.
They have a well-document…
Plus one to this. A lot of community membership organisations use it to handle monthly / yearly subscription fees.
Interestingly this is not something that Zapier has, and has caused a number of orgs we know to spin up their own custom code which is silly!
Two core workflows are:
Create a customer
Then save the returned customer ID to your membership database
Create a customer bank account linked to the customer
Create a mandate linked…