Auxilia integration with Salesforce
How to Create Salesforce records from new donors in Auxilia
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 records from new donors in Auxilia" 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 Auxilia integrations
Auxilia actions
Nekton can use any feature that is available in Auxilia API.
Using our advanced AI, you can easily create custom automations for Auxilia.
Here are some typical actions you can do in your automated workflows.
New Donation
Triggers when a new donation is created (automatically or manually) within Auxilia.
New Donor
Triggers when a new donor is created (automatically or manually) within Auxilia.
About Auxilia
Auxilia is a user-friendly donation management system that combines social media integrations, event management, and donor outreach tools.