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Customize your Raiser's Edge NXT and Salesforce integration with the following
triggers and actions.
Triggers
When this happens…
Raiser's Edge NXT
- New addressNew address in Raiser's Edge NXT
- New appealNew appeal in Raiser's Edge NXT
- New campaignNew campaign in Raiser's Edge NXT
- New constituentNew constituent in Raiser's Edge NXT
- New emailNew email in Raiser's Edge NXT
- New fundNew fund in Raiser's Edge NXT
- New giftNew gift in Raiser's Edge NXT
- New online presenceNew online presence in Raiser's Edge NXT
- New or updated addressNew or updated address in Raiser's Edge NXT
- New or updated appealNew or updated appeal in Raiser's Edge NXT
- New or updated campaignNew or updated campaign in Raiser's Edge NXT
- New or updated constituentNew or Updated constituent in Raiser's Edge NXT
- New or updated fundNew or updated fund in Raiser's Edge NXT
- New or updated giftNew or updated gift in Raiser's Edge NXT
- New phoneNew phone in Raiser's Edge NXT
Any other trigger you can think up
Salesforce
- Monitor changes in a record Real-timeMonitor changes in a record in Salesforce
- New recordNew record in Salesforce
- New record Real-timeNew record in Salesforce
- New Outbound message Real-timeNew Outbound message in Salesforce
- New platform event Real-timeNew event in Salesforce
- New PushTopic event Real-timeNew PushTopic event in Salesforce
- Export new recordsExport new records in Salesforce
- Export new/updated recordsExport new/updated records in Salesforce
- Scheduled record search using SOQL query WHERE clause BatchScheduled record search using SOQL query WHERE clause in Salesforce
- Scheduled records search using SOQL query BatchScheduled records search using SOQL query in Salesforce
- New records BatchNew records in Salesforce
- New/updated records BatchNew/updated records in Salesforce
- Threshold met for new records created BatchThreshold met for new records created in Salesforce
- Deleted recordRecord deleted in Salesforce
- New/updated recordNew/updated record in Salesforce
- New/updated record Real-timeNew/updated record in Salesforce
Any other trigger you can think up
Actions
Do this…
Raiser's Edge NXT
- Custom actionCustom action in Raiser's Edge NXT (Custom)
- Add custom field to constituentAdd new custom field to constituent in Raiser's Edge NXT
- Create addressCreate address in Raiser's Edge NXT
- Create communication preferencesCreate communication preferences in Raiser's Edge NXT
- Create constituentCreate constituent in Raiser's Edge NXT
- Create constituent codeCreate constituent code in Raiser's Edge NXT
- Create emailCreate email in Raiser's Edge NXT
- Create online presenceCreate online presence in Raiser's Edge NXT
- Create phoneCreate phone in Raiser's Edge NXT
- Delete addressDelete address in Raiser's Edge NXT
- Delete emailDelete email in Raiser's Edge NXT
- Delete online presenceDelete online presence in Raiser's Edge NXT
- Delete phoneDelete phone in Raiser's Edge NXT
- Get addresses BatchGet address(es) by constituent ID in Raiser's Edge NXT
- Get appeal detailsGet appeal details in Raiser's Edge NXT
- Get campaign detailsGet campaign details in Raiser's Edge NXT
- Get constituent detailsGet constituent details in Raiser's Edge NXT
- Get custom fields by appeal ID BatchGet custom fields by appeal ID in Raiser's Edge NXT
- Get custom fields by campaign ID BatchGet custom fields by campaign ID in Raiser's Edge NXT
- Get custom fields by constituent ID BatchGet custom field by constituent ID in Raiser's Edge NXT
- Get custom fields by fund ID BatchGet custom fields by fund ID in Raiser's Edge NXT
- Get custom fields by gift ID BatchGet custom fields by gift ID in Raiser's Edge NXT
- Get email addresses BatchGet email address(es) by constituent ID in Raiser's Edge NXT
- Get fund detailsGet fund details in Raiser's Edge NXT
- Get gift detailsGet gift details in Raiser's Edge NXT
- Get phones BatchGet phone(s) by constituent ID in Raiser's Edge NXT
- Search constituent BatchSearch constituent in Raiser's Edge NXT
- Search constituent code BatchSearch constituent code in Raiser's Edge NXT
- Search online presence BatchSearch online presence in Raiser's Edge NXT
- Update addressUpdate address in Raiser's Edge NXT
- Update communication preferencesUpdate communication preferences in Raiser's Edge NXT
- Update constituentUpdate constituent in Raiser's Edge NXT
- Update constituent codeUpdate constituent code in Raiser's Edge NXT
- Update custom field in constituentUpdate custom field in Raiser's Edge NXT
- Update emailUpdate email in Raiser's Edge NXT
- Update online presenceUpdate online presence in Raiser's Edge NXT
- Update phoneUpdate phone in Raiser's Edge NXT
Any other action you can think up
Salesforce
- Custom actionCustom action in Salesforce (Custom)
- Approve record in approval processApprove a record in approval process in Salesforce
- Create records in batches BatchCreate records in batches in Salesforce
- Update records in batches BatchUpdate records in batches in Salesforce
- Create recordCreate record in Salesforce
- Publish platform eventPublish platform event in Salesforce
- Delete recordDelete record in Salesforce
- Download attachmentDownload attachment from Salesforce
- Download fileDownload file from Salesforce
- Get record details by IDGet details of specific record in Salesforce
- Get related list by parent record ID BatchGet list of related records in Salesforce
- Get report by IDGet report details in Salesforce
- Get object schemaGet object schema in Salesforce
- Create records in bulk from CSV fileCreate records in bulk in Salesforce from CSV file
- Create records in bulk from CSV file (API 1.0)Create records in bulk in Salesforce from CSV file
- Reject record in approval processReject a record in approval process in Salesforce
- Retry bulk job for failed records from CSV fileRetry objects bulk job in Salesforce from CSV file
- Search records BatchSearch for records in Salesforce
- Search records using SOQL query WHERE clause BatchSearch records using SOQL query WHERE clause in Salesforce
- Search records in bulk using SOQL query (API 1.0)Search records in bulk using SOQL query (API 1.0) in Salesforce
- Search records in bulk using SOQL query (API 2.0)Search records in bulk using SOQL query (API 2.0) in Salesforce
- Search records using SOQL query BatchSearch for records using SOQL query in Salesforce
- Submit record for approvalSubmit a record for approval in Salesforce
- Update records in bulk from CSV fileUpdate records in bulk in Salesforce from CSV file
- Update records in bulk from CSV file (API 1.0)Update records in bulk in Salesforce from CSV file
- Update recordUpdate record in Salesforce
- Upload fileUpload file to Salesforce
- Upsert records in bulk from CSV fileUpsert records in bulk in Salesforce from CSV file
- Upsert records in bulk from CSV file (API 1.0)Upsert records in bulk in Salesforce from CSV file
- Upsert records in batches BatchUpsert records in batches in Salesforce
- Upsert recordUpsert record in Salesforce
Any other action you can think up
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