Automatic updating of membership directory

Purpose

1.1. Automate the consistent, real-time updating of the membership directory for architecture associations to ensure accuracy, compliance, and member engagement.
1.2. Automating de-duplication, addition, and removal of member records as members join, leave, or update details.
1.3. Auto-integrate new data from onboarding, renewals, payments, event registrations, and administrative updates.
1.4. Automate alerts to admin and members for confirmation of updates and status changes.
1.5. Automates securely backing up directory snapshots for auditing and compliance.
1.6. Automated integration of directory with member portal, app, website, and reporting systems.

Trigger Conditions

2.1. New membership application approved (automated onboarding event).
2.2. Existing member edits profile or contact info (trigger update automation).
2.3. Expiry or non-renewal of membership status (automation of removal/inactivation).
2.4. Manual admin directory changes (automator confirms & syncs across systems).
2.5. Member participates in events or makes payments (automatedly connects engagement data to directory).

Platform Variants

3.1. Salesforce
• Feature/Setting: Use the "Contact" and "Campaign Member" APIs for automated syncing of profile fields and membership status.
3.2. HubSpot
• Feature/Setting: Automate contact list management using the "Contacts API" and workflow automations.
3.3. Zoho CRM
• Feature/Setting: Configure CRM automation rules and "Webhook" on record update triggers.
3.4. Microsoft Dynamics 365
• Feature/Setting: Automate via "Power Automate" triggering from "Contact Updated" events.
3.5. Airtable
• Feature/Setting: Use "Automations" to run when rows are added/modified and interface with "Records API".
3.6. Google Sheets
• Feature/Setting: Combine "App Script" with triggers like "onEdit" to automate updates.
3.7. Quickbase
• Feature/Setting: Use "Pipelines" and "Webhook" actions for automated directory sync.
3.8. MemberStack
• Feature/Setting: Leverage "Member Updated" webhook for automated pushing of new data.
3.9. NationBuilder
• Feature/Setting: Automate via "People API" and scheduled triggers for status syncing.
3.10. Wild Apricot
• Feature/Setting: Use "API for contacts" to automate updating member records.
3.11. Mailchimp
• Feature/Setting: Use "Audience API" automation for new or edited members.
3.12. ActiveCampaign
• Feature/Setting: "Contact Added/Updated" automation triggers to modify lists and segments.
3.13. Trello
• Feature/Setting: Automate directory cards with the "Butler" automation engine.
3.14. Slack
• Feature/Setting: "Event API" to notify in channels and confirm completed directory automations.
3.15. Intercom
• Feature/Setting: "User Updated" webhook to trigger CRM sync and send update confirmations.
3.16. Monday.com
• Feature/Setting: Automate via "Board Automations" when member items change.
3.17. Jotform
• Feature/Setting: "Submission Created" webhook to push form data into automated directory flows.
3.18. Pipedrive
• Feature/Setting: Use "Webhook" on "Person Updated" events for directory automator.
3.19. Asana
• Feature/Setting: "Rules" automate updates to member tasks/sections on directory change.
3.20. Google Workspace
• Feature/Setting: "Directory API" for automated sync to organizational contacts and groups.

Benefits

4.1. Automation eliminates manual data entry and reduces risk of outdated information.
4.2. Automated processes synchronize member data across all platforms instantly.
4.3. Automation ensures compliance and audit-friendly directory changes.
4.4. Automated gatekeeping ensures only valid, paid-up members are listed.
4.5. Automator instantly notifies stakeholders of directory changes.
4.6. Automation drives higher member satisfaction via up-to-date visibility.