Integrations
Diocese of St. Petersburg · Atlas CRM
8
Connected
1
Error
1
Warning
14 min
Last sync
Fundraising & gift management
DocuSign Gift agreements
Send, track, and store gift agreements, pledge documents, and naming opportunity agreements directly from donor and gift records.
Last sync: 14 min ago
3 envelopes sent this month
org-diocese-stpete.docusign.net
Connected
Connection
Accountorg-diocese-stpete
Auth methodOAuth 2.0 JWT
Token expiresJun 14, 2026
Templates loaded6 templates
WebhookActive
Usage this month
Envelopes sent3
Signatures complete2
Awaiting signature1
Auto-attached to records2
Settings
Auto-attach on completeEnabled
Notify on signEnabled
Reminder after3 days
Envelope expiry30 days
Recent activity
O'Brien Naming Agreement sentApr 22, 2:14 PMSent
O'Brien Pledge Agreement completedMar 16, 11:08 AMSigned
Sullivan Pledge completedMar 10, 9:44 AMSigned
MarketSmart Planned giving
Sync planned giving prospects and bequest intent engagement data into Atlas moves management pipeline. Life events and interest signals flow automatically.
Last sync: 2 hrs ago
14 prospects synced
Connected
Connection
API endpointapi.marketsmart.com
Auth methodAPI key
Sync directionMarketSmart → Atlas
Sync stats
Prospects synced14
New this month3
Bequest intents2
Settings
Auto-create pipeline recordEnabled
Sync frequencyEvery 2 hours
Pipeline stage on importIdentification
Marketo Print campaigns
Export major donor segments to Marketo for personalised premium print stewardship campaigns. One-way sync: Atlas → Marketo. Field mapping configured per campaign.
Last export: Apr 18
847 records in active segment
Connected
Connection
Munchkin ID814-XYZ-001
Auth methodClient credentials
DirectionAtlas → Marketo only
Active segments
Major donors ($10K+)847 records
Lapsed major donors124 records
Planned giving prospects14 records
Settings
Field mappingNeeds review
Sync on demandEnabled
Scheduled exportMonthly — 1st
Wealth & relationship intelligence
WealthEngine Wealth screening
Pull capacity estimates, real estate holdings, business affiliations, and LAI scores. Versioned screening records with scheduled quarterly refresh and change alerts.
Last sync: 6 hrs ago
47 records screened
96 / 500 credits used
Connected
Connection
API versionv3.1
Auth methodAPI key
Account tierProfessional
Credits remaining404 / 500
Credit resetJul 1, 2026
Screening stats
Records screened total47
Screened this quarter12
Change alerts triggered3
Avg capacity score74 / 100
Settings
Refresh scheduleQuarterly
Alert threshold≥10% capacity change
Auto-screen new prospectsEnabled
VersioningOn — full history kept
Recent screenings
Quarterly refresh — 12 recordsApr 14, 202612 updated
Manual — O'Brien, J & PJan 14, 20261 updated
Change alert — 3 capacity shifts ≥10%Jan 14, 20263 alerts
RelSci Relationship mapping
Board affiliations, executive connections, and relationship pathways to your donors. Powers the Linkage dimension of the LAI framework and surfaces life events.
API key expires in 8 days
Last sync: 6 hrs ago
15 connections on O'Brien
Expiring soon
Your RelSci API key expires April 30, 2026. Renew it in the RelSci portal and update the key below before then to avoid a sync interruption. Screenings will fail silently after expiry.
Connection
API endpointapi.relsci.com/v2
Key expiresApr 30, 2026
Auth methodAPI key
Coverage
Donors with RelSci data38
Total connections mapped412
Life events tracked22
Settings
Sync with WealthEngineCombined run
Life event alertsEnabled
Refresh scheduleQuarterly
Volunteer management & compliance
Samaritan Volunteer scheduling Deep-link embed
Volunteer shift scheduling, sign-up workflows, and event slot management via deep-link embed. Samaritan pushes hours and assignments nightly. Atlas pushes volunteer-flagged individuals to Samaritan on creation.
Last sync: 11:02 PM last night
284 volunteers synced
312 upcoming shifts
Connected
Connection
Integration typeDeep-link + API sync
Auth methodOAuth 2.0
Embed domaindiocese.samaritan.com
Sync stats
Volunteers synced284
New pushed to Samaritan3 this week
Hours pulled last night14 records
Settings
Nightly pull11 PM daily
Push on volunteer flagImmediate
BG check gateEnforced
Virtus / NCSI Background checks
Safe environment background check status for volunteers and staff. Tracks check dates, expiry, and blocks event assignment if check is not current. Supports both Virtus and NCSI providers.
Sync failed — API timeout
Last successful: Apr 20
11 checks expiring within 60 days
Sync error
Last sync attempt failed on April 22 at 6:00 AM with a 502 Bad Gateway from the Virtus API. This may be a temporary Virtus outage. Check status.virtus.com and retry. If the issue persists, contact Virtus support.
Connection
ProviderVirtus + NCSI
Virtus API502 Bad Gateway
NCSI APIOK
Last successfulApr 20, 6:02 AM
Check status
Volunteers on record284
Current — cleared251
Expiring within 60 days11
Expired / not on file22
Settings
Check frequencyDaily 6 AM
Assignment blockHard block
Expiry alert window60 days
Notify coordinatorEmail + dashboard
Sync history
Scheduled sync attemptApr 22, 6:00 AM502 error
Scheduled syncApr 21, 6:02 AMOK
Scheduled syncApr 20, 6:02 AMOK
Available — not yet connected
Social media enrichment Phase 3
LinkedIn, professional profile discovery, and life event alerts via FullContact or Clearbit. Surfaces promotions and new board appointments for major gift timing.
Not connected
Publication subscriptions Phase 3
Sync subscription records for diocesan publications. Manage complimentary subscriptions as stewardship benefits linked to donor giving levels.
Not connected