GivingFuel integration with Salesforce
How to Create contacts in Salesforce from new donations in GivingFuel
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 contacts in Salesforce from new donations in GivingFuel" 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 GivingFuel integrations
GivingFuel actions
Nekton can use any feature that is available in GivingFuel API.
Using our advanced AI, you can easily create custom automations for GivingFuel.
Here are some typical actions you can do in your automated workflows.
New Donation
Triggers when a new donation is submitted.
New SMS Transaction
Triggers when an SMS donation is processed. Please note for the first donation for new SMS donors, the donation will be a "New Donation." and not this Trigger.
New Recurring Transaction
Triggers when a recurring donation is processed. Please note with the first instance of a recurring donation, the donation will be a "New Donation." and not this Trigger.
About GivingFuel
GivingFuel helps people and organizations fundraise to change the world. We are the world’s simplest and most affordable donation platform