PhoneRaise + Salesforce
Add donors and tasks in PhoneRaise when new records are added to Salesforce
When a new record is added in Salesforce object, in this case a new contact, there can be a need to push that new record to PhoneRaise automatically. This integration enables this to happen, and additionally creates a task/touchpoint to send a welcome message to the newly created contact.
When a new record is added in Salesforce object, in this case a new contact, there can be a need to push that new record to PhoneRaise automatically. This integration enables this to happen, and additionally creates a task/touchpoint to send a welcome message to the newly created contact.
- When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this...
Create DonorCreates a donor in the campaign.
ActionWriteCreate a new record or update an existing record in your app. - then do this!Create Touchpoint
Create a touchpoint in the campaign.
ActionWriteCreate a new record or update an existing record in your app.
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New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Apply standard error handling?Required
HTTP MethodRequired
URLRequired
Query String Parameters
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Touchpoint
Triggers when a new touchpoint is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Touchpoint
Triggers when a touchpoint is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planActivity
Description
Due Date
Is Complete
Completed Date
Title
Note
Donor Selection Type
Donor ID
Custom Donor ID
Donor Email
Donor Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Touchpoint IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Touchpoint IDRequired
Donor ID
Activity
Title
Description
Note
Due Date
Is Complete
Completed Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Donor IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDonor IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTouchpoint ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTouchpoint IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Donor IDRequired
Primary First Name
Primary Last Name
Primary Phone Number
Primary Email
Secondary First Name
Secondary Last Name
Secondary Email
Secondary Phone Number
Home Phone Number
Address 1
Address 2
City
State
Country
Zip Code
Status
Volunteer ID
Volunteer Notes
Last Donation Amount
Amount
Recent Donation Amount
Recent Donation Date
Ask Amount
Tag
Custom Header 1
Custom Field 1
Custom Header 2
Custom Field 2
Custom Header 3
Custom Field 3
Custom Header 4
Custom Field 4
Custom Header 5
Custom Field 5
Custom Header 6
Custom Field 6
Custom Header 7
Custom Field 7
Custom Header 8
Custom Field 8
Custom Header 9
Custom Field 9
Custom Header 10
Custom Field 10
Custom Header 11
Custom Field 11
Custom Header 12
Custom Field 12
Custom Header 13
Custom Field 13
Custom Header 14
Custom Field 14
Custom Header 15
Custom Field 15
Custom Header 16
Custom Field 16
Custom Header 17
Custom Field 17
Custom Header 18
Custom Field 18
Custom Header 19
Custom Field 19
Custom Header 20
Custom Field 20
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDonor IDRequired
Custom Donor ID
Primary First Name
Primary Last Name
Primary Phone Number
Primary Email
Secondary First Name
Secondary Last Name
Secondary Email
Secondary Phone Number
Home Phone Number
Address 1
Address 2
City
State
Country
Zip Code
Status
Volunteer ID
Volunteer Notes
Last Donation Amount
Amount
Recent Donation Amount
Recent Donation Date
Ask Amount
Tag
Custom Header 1
Custom Field 1
Custom Header 2
Custom Field 2
Custom Header 3
Custom Field 3
Custom Header 4
Custom Field 4
Custom Header 5
Custom Field 5
Custom Header 6
Custom Field 6
Custom Header 7
Custom Field 7
Custom Header 8
Custom Field 8
Custom Header 9
Custom Field 9
Custom Header 10
Custom Field 10
Custom Header 11
Custom Field 11
Custom Header 12
Custom Field 12
Custom Header 13
Custom Field 13
Custom Header 14
Custom Field 14
Custom Header 15
Custom Field 15
Custom Header 16
Custom Field 16
Custom Header 17
Custom Field 17
Custom Header 18
Custom Field 18
Custom Header 19
Custom Field 19
Custom Header 20
Custom Field 20
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTouchpoint ID
Activity
Description
Due Date
Is Complete
Completed Date
Title
Note
Donor Selection Type
Donor ID
Custom Donor ID
Donor Email
Donor Phone Number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTouchpoint IDRequired
Activity
Description
Due Date
Is Complete
Completed Date
Title
Note
Donor Selection Type
Donor ID
Custom Donor ID
Donor Email
Donor Phone Number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Donor
Triggers when a new donor is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Donor
Triggers when a donor is created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustom Donor ID
Primary First Name
Primary Last Name
Primary Phone Number
Primary Email
Secondary First Name
Secondary Last Name
Secondary Email
Secondary Phone Number
Home Phone Number
Address 1
Address 2
City
State
Country
Zip Code
Status
Volunteer ID
Volunteer Notes
Last Donation Amount
Amount
Recent Donation Amount
Recent Donation Date
Ask Amount
Tag
Custom Header 1
Custom Field 1
Custom Header 2
Custom Field 2
Custom Header 3
Custom Field 3
Custom Header 4
Custom Field 4
Custom Header 5
Custom Field 5
Custom Header 6
Custom Field 6
Custom Header 7
Custom Field 7
Custom Header 8
Custom Field 8
Custom Header 9
Custom Field 9
Custom Header 10
Custom Field 10
Custom Header 11
Custom Field 11
Custom Header 12
Custom Field 12
Custom Header 13
Custom Field 13
Custom Header 14
Custom Field 14
Custom Header 15
Custom Field 15
Custom Header 16
Custom Field 16
Custom Header 17
Custom Field 17
Custom Header 18
Custom Field 18
Custom Header 19
Custom Field 19
Custom Header 20
Custom Field 20
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Donor IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Donor IDRequired
Custom Donor ID
Primary First Name
Primary Last Name
Primary Phone Number
Primary Email
Secondary First Name
Secondary Last Name
Secondary Email
Secondary Phone Number
Home Phone Number
Address 1
Address 2
City
State
Country
Zip Code
Status
Volunteer ID
Volunteer Notes
Last Donation Amount
Amount
Recent Donation Amount
Recent Donation Date
Ask Amount
Tag
Custom Header 1
Custom Field 1
Custom Header 2
Custom Field 2
Custom Header 3
Custom Field 3
Custom Header 4
Custom Field 4
Custom Header 5
Custom Field 5
Custom Header 6
Custom Field 6
Custom Header 7
Custom Field 7
Custom Header 8
Custom Field 8
Custom Header 9
Custom Field 9
Custom Header 10
Custom Field 10
Custom Header 11
Custom Field 11
Custom Header 12
Custom Field 12
Custom Header 13
Custom Field 13
Custom Header 14
Custom Field 14
Custom Header 15
Custom Field 15
Custom Header 16
Custom Field 16
Custom Header 17
Custom Field 17
Custom Header 18
Custom Field 18
Custom Header 19
Custom Field 19
Custom Header 20
Custom Field 20
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Donor ID
ActionThis is an event a Zap performs.SearchFind existing data in your appDonor EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDonor Phone NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDonor IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDonor ID
Custom Donor ID
Primary First Name
Primary Last Name
Primary Phone Number
Primary Email
Secondary First Name
Secondary Last Name
Secondary Email
Secondary Phone Number
Home Phone Number
Address 1
Address 2
City
State
Country
Zip Code
Status
Volunteer ID
Volunteer Notes
Last Donation Amount
Amount
Recent Donation Amount
Recent Donation Date
Ask Amount
Tag
Custom Header 1
Custom Field 1
Custom Header 2
Custom Field 2
Custom Header 3
Custom Field 3
Custom Header 4
Custom Field 4
Custom Header 5
Custom Field 5
Custom Header 6
Custom Field 6
Custom Header 7
Custom Field 7
Custom Header 8
Custom Field 8
Custom Header 9
Custom Field 9
Custom Header 10
Custom Field 10
Custom Header 11
Custom Field 11
Custom Header 12
Custom Field 12
Custom Header 13
Custom Field 13
Custom Header 14
Custom Field 14
Custom Header 15
Custom Field 15
Custom Header 16
Custom Field 16
Custom Header 17
Custom Field 17
Custom Header 18
Custom Field 18
Custom Header 19
Custom Field 19
Custom Header 20
Custom Field 20
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDonor EmailRequired
Custom Donor ID
Primary First Name
Primary Last Name
Primary Phone Number
Primary Email
Secondary First Name
Secondary Last Name
Secondary Email
Secondary Phone Number
Home Phone Number
Address 1
Address 2
City
State
Country
Zip Code
Status
Volunteer ID
Volunteer Notes
Last Donation Amount
Amount
Recent Donation Amount
Recent Donation Date
Ask Amount
Tag
Custom Header 1
Custom Field 1
Custom Header 2
Custom Field 2
Custom Header 3
Custom Field 3
Custom Header 4
Custom Field 4
Custom Header 5
Custom Field 5
Custom Header 6
Custom Field 6
Custom Header 7
Custom Field 7
Custom Header 8
Custom Field 8
Custom Header 9
Custom Field 9
Custom Header 10
Custom Field 10
Custom Header 11
Custom Field 11
Custom Header 12
Custom Field 12
Custom Header 13
Custom Field 13
Custom Header 14
Custom Field 14
Custom Header 15
Custom Field 15
Custom Header 16
Custom Field 16
Custom Header 17
Custom Field 17
Custom Header 18
Custom Field 18
Custom Header 19
Custom Field 19
Custom Header 20
Custom Field 20
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDonor Phone NumberRequired
Custom Donor ID
Primary First Name
Primary Last Name
Primary Phone Number
Primary Email
Secondary First Name
Secondary Last Name
Secondary Email
Secondary Phone Number
Home Phone Number
Address 1
Address 2
City
State
Country
Zip Code
Status
Volunteer ID
Volunteer Notes
Last Donation Amount
Amount
Recent Donation Amount
Recent Donation Date
Ask Amount
Tag
Custom Header 1
Custom Field 1
Custom Header 2
Custom Field 2
Custom Header 3
Custom Field 3
Custom Header 4
Custom Field 4
Custom Header 5
Custom Field 5
Custom Header 6
Custom Field 6
Custom Header 7
Custom Field 7
Custom Header 8
Custom Field 8
Custom Header 9
Custom Field 9
Custom Header 10
Custom Field 10
Custom Header 11
Custom Field 11
Custom Header 12
Custom Field 12
Custom Header 13
Custom Field 13
Custom Header 14
Custom Field 14
Custom Header 15
Custom Field 15
Custom Header 16
Custom Field 16
Custom Header 17
Custom Field 17
Custom Header 18
Custom Field 18
Custom Header 19
Custom Field 19
Custom Header 20
Custom Field 20
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDonor IDRequired
Activity
Description
Due Date
Is Complete
Completed Date
Title
Note
Donor Selection Type
Donor ID
Custom Donor ID
Donor Email
Donor Phone Number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About PhoneRaise
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