Raisely integration with Salesforce
How to Create Salesforce records from new Raisely donations
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 from new Raisely donations" 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 Raisely integrations
Raisely actions
Nekton can use any feature that is available in Raisely API.
Using our advanced AI, you can easily create custom automations for Raisely.
Here are some typical actions you can do in your automated workflows.
Add an Interaction
Add a custom interaction to a person in Raisely.
Create Offline Donation
Creates a record of a donation in Raisely, useful if you're recording offline donations, or donations from other platforms.
Remove a Tag
Remove a tag from a person.
Add a Tag
Add a tag to a person
Create or Update a Person
Creates or updates a person in your Raisely account, matched on their email address.
Find Person
Find a matching person based on email address. Optionally create one if none exists.
About Raisely
Raisely is an online fundraising platform to help charities raise money online and nurture their supporters.