CauseVox integration with HubSpot
How to Update contacts in HubSpot for new CauseVox donations
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 "Update contacts in HubSpot for new CauseVox donations" 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 CauseVox integrations
CauseVox actions
Nekton can use any feature that is available in CauseVox API.
Using our advanced AI, you can easily create custom automations for CauseVox.
Here are some typical actions you can do in your automated workflows.
New Donation
Triggers when a new donation is created.
New Pledge
Triggers when a new pledge is created.
New Recurring Profile
Triggers when a new recurring profile is created.
New Ticket
Triggers when a new ticket is created.
Update Donation
Triggers when a donation is updated. Please use it in conjunction with the create donation trigger to receive full data.
Update Team Page
Triggers when a team page is updated or aggregate information is updated (new donation that increases total, etc) . Please use it in conjunction with the create team page trigger to receive full data.
About CauseVox
CauseVox is a digital fundraising platform for nonprofits and social good projects. Increase fundraising results with our donation forms, crowdfunding campaigns, peer to peer fundraising, event ticketing, and pledge donations.