Anedot + Salesforce + Filter by Zapier

Create Salesforce records for people who newly donated with Anedot

For every new donation that is submitted via Anedot, the integration will check Salesforce to see if the person exists. If the person does not exist, the integration will add them. Then, the integration will add the donation.

For every new donation that is submitted via Anedot, the integration will check Salesforce to see if the person exists. If the person does not exist, the integration will add them. Then, the integration will add the donation.

  1. When this happens...
    AnedotAnedot
    Donation Completed

    Triggers when a new donation is completed.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

    • Account UIDRequired

    • Action Page ID

    Trigger
    Instant
    Try It
    • Account UIDRequired

    • Action Page ID

    Trigger
    Instant
    Try It
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
    • Account UIDRequired

    • Action Page ID

    Trigger
    Instant
    Try It
    • Only continue if...Required

    Action
    Filter
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
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anedot logo

About Anedot

Better tools for better fundraising. Anedot empowers ministry, education, and politics to raise more money with less effort.
Learn more

Related categories

  • Fundraising
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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn more

Related categories

  • Developer Tools
  • Zapier