Pledge integration with Salesforce
How to Create Salesforce records (UTC) from new Pledge fundraisers
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
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create Salesforce records (UTC) from new Pledge fundraisers" and then click on "Automate".
-
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 integrations
Pledge actions
Nekton can use any feature that is available in Pledge API.
Using our advanced AI, you can easily create custom automations for Pledge.
Here are some typical actions you can do in your automated workflows.
Deleted Fundraiser
Triggers when a fundraiser is deleted.
New Fundraiser
Triggers when a new fundraiser is created.
Updated Donation
Triggers when a donation's donor name is updated.
New Donation
Triggers when a new donation is made.
Refunded Donation
Triggers when a donation is refunded.
Updated Fundraiser
Triggers when a fundraiser is updated.
About Pledge
Pledge is an award-winning fundraising platform that makes it easy for businesses, nonprofits and individuals to make a positive impact in their communities.