GiveForms integration with QuickBooks Online
How to Add new GiveForms donors as QuickBooks Online customers
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 "Add new GiveForms donors as QuickBooks Online customers" 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 GiveForms integrations
GiveForms actions
Nekton can use any feature that is available in GiveForms API.
Using our advanced AI, you can easily create custom automations for GiveForms.
Here are some typical actions you can do in your automated workflows.
New or Updated Campaign
Triggers when a campaign is created or updated.
New or Updated Donor
Triggers when a donor is created or updated.
New or Updated Donation
Triggers when a donation is created or updated.
New or Updated Plan
Triggers when a plan is created or updated.
About GiveForms
Best in Class Donation Forms for Your Website