Pledge It for Charities integration with Salesforce
How to Create Salesforce records for new fundraisers in Pledge It for Charities
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 Salesforce records for new fundraisers in Pledge It for Charities" 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 Pledge It for Charities integrations
Pledge It for Charities actions
Nekton can use any feature that is available in Pledge It for Charities API.
Using our advanced AI, you can easily create custom automations for Pledge It for Charities.
Here are some typical actions you can do in your automated workflows.
New Donor
Triggers when a new donation is created.
New Transaction
Triggers when a donation is successfully charged.
New Fundraiser
Triggers when a new fundraiser is added to the campaign.
About Pledge It for Charities
Pledge It creates online fundraising tools for nonprofits that power the world's best peer-to-peer and virtual fitness event campaigns.