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API Methods
API Methods Method Name Purpose getMyRecords To retrieve data by the owner of the Authentication Token specified in the API request getRecords To retrieve all users data specified in the API request getRecordById To retrieve individual records by ...
Setting Up Nonprofit Vertical CRM
Setting up Nonprofit Vertical CRM for your Organization The Setup page in Nonprofit Vertical CRM helps you configure all settings necessary to get your CRM up and running. Be it personalization, automation or third-party integrations, you can ...
Error Messages
Error Messages Error Code Description 4000 Please use Authtoken, instead of API ticket and APIkey. 4500 Internal server error while processing this request 4501 API Key is inactive 4502 This module is not supported in your edition 4401 Mandatory ...
Using Authentication Token
To use the API, you'll require the Authentication Token from your CRM account. The authentication token should be passed in the request header for every API request. Please make sure that you have the permission to access the API service. If you do ...
Configuring Workflow Rules
Workflow Rules in Nonprofit Vertical CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning ...