Hello All,
I have finally gotten the question that I have anticipated for a while now from our Development department: "Does Tessitura have any type of interaction with our Outlook e-mail so that e-mails to donors [we] may send would be documented in Tessitura?"
The obvious thought to this would be to find some way to link these e-mails with Plans/Steps in some way. Just wondering if anyone has done such a thing and, if so, what it might involve. I know that different Outlook integrations have been tried for Tessitura, but I am not aware of anything that would go quite to this level. And my experience in such areas is, shall we say, less than comprehensive (much less).
Also, just in general, attempting to make headway in this direction I do think would be beneficial for a number of organizations.
Any and all thoughts welcome. Thanks!
John
Hi, John -- we're in the VERY early stages of exploring Tessitura integrations via Zapier, which would then connect us to Office 365 and other services, such as Formstack and SurveyMonkey. This will require opening up the Tessitura REST API to the world, which is something we're looking at in terms of hardening and locking down. More to come as we explore.
Would it be possible to BCC an email to a captive account?
And then run a Zapier or other batch job to look for new email messages in the account your BCCed to.
And then Lookup up the Tessitura Account with the To: Email Address out of the email.
You would use that email address to find a customer number over the REST API.
And then Dump the research note over the REST API into the Research notes area of the account with that email address?
This might not require opening up firewalls (if you run the job on-premises) and It seems like it would get the job done?
Greetings, Tom! That certainly would be possible — with that said, the point of this exploration is to actually open up the REST API to the world. The immediate use case is a Formstack or Survey Monkey form that can actually create constituents or update email preferences directly.
Having given this some more thought, though, it occurs to me that I can do all of this through a data gateway leveraging Microsoft Flow — that wouldn’t require opening the firewall and is very secure.
DGomez
All intriguing ideas. And you seem to have more experience in this area than I do, so I shall stay out of your way for now.