Scripting on Contacts and Organizations

Contact and Organization records support Event Handlers — scripts that fire automatically when a record is created or updated.

Event Handlers on Contacts

Configure via Integration → Event Handlers. Select “Contact” as the entity and the appropriate lifecycle event.

Event When It Fires
onCreateContact A new Contact record is created in memory (before first save)
postLoadContact A Contact is loaded from the database
postInsertContact A new Contact is first saved to the database
postUpdateContact An existing Contact is updated

Common uses:

  • Sync the contact to an external CRM when created or updated
  • Enforce data standards: normalise phone number format, capitalise names
  • Assign a segment based on contact attributes
  • Create a default opportunity record for new major gift prospects

Event Handlers on Organizations

Same lifecycle events, with “Organization” as the entity type.

Common uses:

  • Sync employer data to an external HR or payroll system
  • Create default employee relationship structures for new employers
  • Update a federation membership record when an organization is modified

Script Context

Variable Contents
instance The Contact or Organization record being created/updated
account The DonorPoint account
user The staff member performing the action (if applicable)

→ Full context reference: Scripting Contexts