Change of contact details propagation to systems

Purpose

1. Automate the seamless propagation of updated contact details (phone, address, email) across all connected systems used by Alliance churches, including CRM, communication, membership management, donation tracking, financial, and event systems.

2. Ensure data consistency, minimize manual errors, save administrative resources, and maintain compliance with privacy mandates.

3. Allow immediate update reflection in member directories, notification tools, donor records, and external mailing platforms.

Trigger Conditions

1. A change request or update to member contact information in any integrated source system (e.g., membership app, admin dashboard, Google Sheets).

2. API/webhook event received indicating a new contact record or modification.

3. Scheduled synchronization (e.g., nightly batch checks for modifications).

4. Manual admin trigger for bulk updates or reconciliation.

Platform Variants

1. Salesforce

• Function: Create/Update Contact API
  
• Sample: Configure REST API call to `/services/data/vXX.0/sobjects/Contact/` with updated fields.
  

2. Microsoft Dynamics 365

• Function: Update Contact Record action in Power Automate
  
• Sample: Use "Update a record" in Dataverse connector targeting Contacts table.
  

3. HubSpot

• Function: Contacts API, Update endpoint
  
• Sample: PATCH to `/crm/v3/objects/contacts/{contactId}` with new data.
  

4. Google Sheets

• Function: Sheets API, Update Cells
  
• Sample: Use Sheets API batchUpdate with range and new contact details.
  

5. Mailchimp

• Function: Lists API - Update list member
  
• Sample: PUT /lists/{list_id}/members/{subscriber_hash} with new fields.
  

6. Zoho CRM

• Function: Bulk API Update Records
  
• Sample: Call `/crm/v2/Contacts` with update payload.
  

7. Planning Center

• Function: People API Update Person
  
• Sample: PATCH `/people/v2/people/{id}` with updated contact JSON.
  

8. Church Community Builder

• Function: API - Update Individual Profile
  
• Sample: POST to `/api.php?srv=update_individual` with new contact info.
  

9. Blackbaud

• Function: SKY API - Constituent Update
  
• Sample: PATCH `/constituent/v1/constituents/{constituent_id}` with JSON body.
  

10. Elvanto

• Function: People API Update Person
  
• Sample: POST `/api.php?service=people.update` with contact ID and fields.
  

11. Constant Contact

• Function: Contacts API, PUT Contact
  
• Sample: PUT `/contacts/{contact_id}` with updated email/phone.
  

12. ProPresenter

• Function: Local CSV/XML Sync
  
• Sample: Scripted file update or direct API, if available.
  

13. Twilio

• Function: Verify API for phone number changes
  
• Sample: POST `/v2/Services/{ServiceSid}/Verifications` to reconfirm updated numbers.
  

14. Pushpay

• Function: Public API - Update Donor
  
• Sample: PATCH `/api/donors/{id}` with modified fields.
  

15. Tithe.ly

• Function: People API Update Record
  
• Sample: PUT `/api/people/{person_id}` with new contact data.
  

16. QuickBooks Online

• Function: Customers API, Update Customer
  
• Sample: POST `/v3/company/{company_id}/customer` with changed details.
  

17. Xero

• Function: Contacts API - Update Contact
  
• Sample: POST `/api.xro/2.0/Contacts` with contact array including modifications.
  

18. Stripe

• Function: Update Customer API
  
• Sample: POST `/v1/customers/{customer_id}` with metadata for new contact.
  

19. Google Contacts

• Function: People API - Update Contact
  
• Sample: PATCH `/v1/people/{resourceName}` with updated fields.
  

20. SendGrid

• Function: Marketing Contacts API, PATCH Contact
  
• Sample: PATCH `/v3/marketing/contacts` with list of revised contacts.
  

21. Outlook/Exchange

• Function: Microsoft Graph API, Update Contact
  
• Sample: PATCH `/me/contacts/{id}` with modified attributes.
  

22. Slack

• Function: Directory Sync or Profile API
  
• Sample: Use SCIM API PATCH `/scim/v1/Users/{id}` for profile updates.
  

23. Eventbrite

• Function: Attendee Update API
  
• Sample: POST `/v3/attendees/{attendee_id}/` with changed contact fields.
  

Benefits

1. Eliminates dual-entry errors and saves administrative time.

2. Ensures real-time cross-platform data integrity.

3. Strengthens compliance for data transparency and member consent tracking.

4. Improves member experience and reduces notification delays.

5. Enables scalable and reliable data stewardship for multi-site Alliance churches.