FlexFormz is a WordPress-based online giving platform that eliminates donor friction, increases conversion rates, and provides real-time reporting with no setup or recurring fees. The platform offers intuitive, customizable donation forms, multiple payment options, and tools for building trust and boosting donor confidence. Avid is an AI-driven fundraising intelligence system that analyzes data across CRMs, email systems, advertising platforms, and donation tools to give nonprofits a comprehensive view of their donors.
Why connect FlexFormz to Avid?
By connecting FlexFormz to Avid you enable Avid to pull donation transactions and donor information directly from your giving forms. This has several advantages:
- Unified donor intelligence – Avid’s data‑blend tools work best when donation data is tied to CRM and marketing activity. Syncing FlexFormz ensures that every donation recorded via FlexFormz appears in Avid alongside email, advertising and CRM data, giving you a 360° view of each donor.
- Better insights and segmentation – With donation data in Avid, you can segment audiences based on real‑time behavior (e.g., donors who gave via a particular campaign) and target follow‑up messages across channels. Avid’s insights help you identify patterns and optimize campaigns.
- Reduced manual work – Without an integration, staff may need to export donation data from FlexFormz and import it into Avid or their CRM. Connecting via API automates this process and reduces the risk of errors.
Steps to connect FlexFormz to Avid
To connect FlexFormz to Avid, follow these steps:
- In Avid, go to Settings → Connections and select “+ Add a System.” Search for FlexFormz, or choose it from the list.
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Log in to your FlexFormz Dashboard, navigate to “Plugin & Integrations,” and generate a new API key for Avid.
- Paste this API key into Avid’s setup dialog and save; the system will begin syncing data, with updates occurring every 24 hours.
This integration lets Avid automatically ingest FlexFormz donation data, unifying it with your CRM and marketing data to improve segmentation and fundraising outcomes.
Tips and troubleshooting
- Security –Avid requires SSL‑encrypted connections and recommends whitelisting its static IP addresses. Ensure your network allows outbound connections to Avid’s IP addresses and that your API key is stored securely.
- Multiple integrations – FlexFormz can integrate with CRMs like Luminate Online, where you must add the FlexFormz IP address to an API whitelist and store API credentials. When connecting to Avid you only need the FlexFormz API key, but it is worth noting that FlexFormz supports other CRMs simultaneously.
- Updating or revoking keys – If you regenerate the API key in FlexFormz, you must update the key in Avid immediately; otherwise, the integration will fail. Periodically review which integrations have access to your data and revoke unused keys.
For further assistance, see the full FlexFormz knowledge base at docs.flexformz.com or reach out to the FlexFormz support team by email at connect@flexformz.com.