Triggers

Sync actions are triggered by additions and updates to an active contact record or a membership that has been configured in the Sync Connection. Those changes may occur in the GrowthZone UI, via the Info Hub, though the Contact Import (Enhanced Import Module), membership renewals, and auto-approved and staff-approved Membership Applications.

The tables below outlines the changes that will trigger syncs from a Source tenant to a Target tenant or tenants. Changes will trigger a sync when they occur on active contact records and to memberships that are configured in an active Sync Connection.

Contact Record Fields:

Contact Fields
Individual	Business	Section	Action	Field(s)
✔️	✔️	Header > Edit Business/Individual button	Add/Edit Account Number	Account Number
✔️	✔️	Header > Edit Business/Individual button	Add/Edit Contact Name	Org Name First Name Last Name Middle Name Suffix Prefix Common Name Title
✔️	✔️	Header > Edit Business/Individual button	Add/Edit Email	Email Address Type
✔️	✔️	Header > Edit Business/Individual button	Add/Edit Phone	Phone Number Type
✔️	✔️	Header > Edit Business/Individual button	Add/Edit Site	Web Address Type
✔️	✔️	Header > Edit Business/Individual button	Add/Edit Address	All address info
✔️	✔️	Contact Overview > Contact Info	Add/Edit Email	Email Address CC Email Address Type Primary
✔️	✔️	Contact Overview > Contact Info	Add/Edit Phone	Phone Number Type Primary Note
✔️	✔️	Contact Overview > Contact Info	Add/Edit Site	Web Address Type Primary URL Text
✔️	✔️	Contact Overview > Contact Info	Add/Edit Address	All address info
✔️	✔️	Header > (Quick Actions)	Merge Contact	All contact info from the previous actions
✔️		Contact Overview > Related Business	Add	All Business/Org Contact’s Info
	✔️	Contact Overview > Related Individual	Add	All Individual Contact’s Info

Membership Fields:

Membership Fields
Individual	Business	Section	Action	Field(s)
✔️	✔️	Left Menu > Memberships	Add	Membership type Expiration Date Join Date Status Owner Contact Owner Email Billing Contact Billing Email Spike Contact Primary Contact Primary Contact Email All Related Contact’s info
✔️	✔️	Contact Overview > Membership section	Assign a new membership	Membership type Expiration Date Join Date Status Owner Contact Owner Email Billing Contact Billing Email Spike Contact Primary Contact Primary Contact Email All Related Contact’s info
✔️	✔️	Contact Overview > Membership section > menu > Edit Membership window	Upgrade Membership	Membership Type Membership Level
✔️	✔️	Contact Overview > Membership section > menu > Edit Membership window	Downgrade Membership	Membership Type Membership Level
✔️	✔️	Contact Overview > Membership section > menu > Drop or Delete Membership window	Drop Membership
✔️	✔️	Contact Overview > Membership section > menu > Drop or Delete Membership window	Delete Membership
✔️	✔️	Contact Overview > Membership section > menu > Pending Membership window	Review/Approve
✔️	✔️	Contact Overview > Membership section > Membership Details window [click membership name]	Edit	MSN Number Primary Contact Billing Contact

Tenant to Tenant (T2T) Sync: Changes that Trigger a Sync

Triggers

Related Topics