Salesforce integration with NGP VAN
How to Create or update NGP VAN contacts from new Salesforce records
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 or update NGP VAN contacts from new Salesforce records" 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 NGP VAN integrations
NGP VAN actions
Nekton can use any feature that is available in NGP VAN API.
Using our advanced AI, you can easily create custom automations for NGP VAN.
Here are some typical actions you can do in your automated workflows.
Add Activist Codes
Add Activist Codes to a contact
Tag a Contact
Add a Tag to an existing contact
Add a Contribution
Adds a contribution to an existing contact
Add Survey Responses
Add Survey Responses to a contact
Create or Update Contact With a Contribution
Attempts to find a matching contact and updates it. If a contact record is not found, it creates it. It then adds a Contribution to the contact record.
Submit Data to Online Actions
Submits data to a form you have published in Online Actions.
About NGP VAN
NGP VAN is the leading technology provider to Democratic and progressive campaigns and organizations, nonprofits, municipalities, and others, offering an integrated platform of the best fundraising, compliance, field, organizing, digital, and social networking products.