Qgiv integration with Microsoft Dynamics 365 CRM
How to Create contacts in Microsoft Dynamics 365 from new Qgiv transactions
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 Microsoft Dynamics 365 from new Qgiv transactions" 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 Qgiv integrations
Qgiv actions
Nekton can use any feature that is available in Qgiv API.
Using our advanced AI, you can easily create custom automations for Qgiv.
Here are some typical actions you can do in your automated workflows.
New Transaction
Triggers when a new transaction occurs.
About Qgiv
Qgiv is an online fundraising platform offering donation forms, event registrations, peer-to-peer events, text fundraising, and auctions.