Access Charity Websites integration with Salesforce
How to Create Salesforce contacts from new Access Charity Websites members
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Salesforce contacts from new Access Charity Websites members" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Access Charity Websites integrations
Access Charity Websites actions
Nekton can use any feature that is available in Access Charity Websites API.
Using our advanced AI, you can easily create custom automations for Access Charity Websites.
Here are some typical actions you can do in your automated workflows.
Get Appeal Details
Gets the details of an appeal for a given appeal Id.
Get Member Details
Gets the member details for a given member Id
Create Member
Creates a new member
Get Donation Details
Gets more information about a single donation, using the donation's Id
Get Payment Details
Gets the payment details for a given payment Id
New Appeal
Triggers when a new appeal is created.
About Access Charity Websites
Access Charity Websites is a digital, scalable solution for fundraising, donor engagement and data collection activities