Givebutter integration with Salesforce
How to Create and update contacts in Salesforce for new Givebutter transactions
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 and update contacts in Salesforce for new Givebutter transactions" 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 Givebutter integrations
Givebutter actions
Nekton can use any feature that is available in Givebutter API.
Using our advanced AI, you can easily create custom automations for Givebutter.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a Contact. If there is a contact that already exists with the same First and Last Name, as well as the same Email Or Phone, we will automatically deduplicate and merge the contact, otherwise a new contact will be created. If you'd like to always create a new contact regardless of the deduplication logic, pass the force_create parameter as true.
New Campaign
Triggers when a new campaign is created.
New Transaction
Triggers when a new transaction is created.
New Ticket
Triggers when a new ticket is issued.
Updated Campaign
Triggers when a campaign is updated.
About Givebutter
Givebutter is a fundraising platform that helps you raise money online with donation forms, team fundraising campaigns, and ticketing.