Automation Action: Tessitura - Add Note
Custom Action Available From Library
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