Action Library > Tessitura

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Tessitura – Add Note

Type: Custom ActionAuthor: Sam Ainsworth

Adds a note to a Tessitura constituent.

The action Creates/Fetches Constituent > Creates/Fetches Plan > Creates Plan Step (with note).

Access to the following resources is required:

  • ReferenceData/ConstituentTypes
  • ReferenceData/StepTypes
  • ReferenceData/ContributionDesignations
  • ReferenceData/ElectronicAddressTypes
  • ReferenceData/AddressTypes
  • ReferenceData/PlanSources
  • ReferenceData/PlanStatuses
  • ReferenceData/PlanTypes
  • ReferenceData/PlanPriorities
  • ReferenceData/OriginalSources
  • Finance/Campaigns
  • Finance/Plans
  • Finance/Steps

  • Common

  • Data

  • Outgoing

  • Documents

  • Office 365

  • General

  • Network

  • CRM

  • Xero

  • Web

  • Location

  • Twilio

  • Sentiment

  • Azure

  • System

  • Amazon

  • Azure Cognitive Services

  • Finance

  • Sample

  • Flow

  • Microsoft Graph

  • Talkyard

  • Virus Scanning

  • Password Managers

  • Dynamics On-Prem

  • Pipedrive

  • monday.com

  • Autotask

  • Tessitura

  • Testing

  • PayPal

  • Redis

  • SharePoint

  • WhosOn Helpers

  • QuickBooks

  • Email

  • Shopify

  • WooCommerce

  • Stripe

  • Download