Donately + Salesforce

Create opportunities on Salesforce from new Donately donations

Need to follow up with your Donately users? Whether you're looking for further donations or other contributions, we can help keep things organized on Salesforce for you if you set up this automation. It will then trigger whenever a new donation is received on Donately, adding a new opportunity to Salesforce for every one so you can start your workflows immediately.

Need to follow up with your Donately users? Whether you're looking for further donations or other contributions, we can help keep things organized on Salesforce for you if you set up this automation. It will then trigger whenever a new donation is received on Donately, adding a new opportunity to Salesforce for every one so you can start your workflows immediately.

  1. When this happens...
    DonatelyDonately
    New Donation

    Triggers when a new donation is created in your Donately account.

    TriggerInstant
  2. automatically 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

What does this mean?
  • Donately triggers, actions, and search

    List Campaigns

    Lists the campaigns for your Donately account, defaults to the most recently created

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

    List Donations

    Lists the donations for your Donately account, defaults to the most recent 20 donations.

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

    List Fundraisers

    Lists the fundraisers for your Donately account, defaults to the most recently created

    Trigger
    Scheduled
    Try It
    • Status

    • Limit

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

    New Donation

    Triggers when a new donation is created in your Donately account.

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

    New Fundraiser

    Triggers when a new fundraiser is created in your Donately account.

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

    Recurring Plan Failure

    Triggers when an existing recurring plan fails to run

    Trigger
    Instant
    Try It
    • Campaign IdRequired

    Action
    Search
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donately logo

About Donately

Donately makes online donations dead simple and provides a space for non-profits to manage their donors and online giving activity with ease.
Learn more

Related categories

  • Fundraising

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salesforce logo
salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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