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Customize your Raiser's Edge NXT and Workato Embedded 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
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
Workato Embedded
- Custom actionCustom action in Workato Embedded (Custom)
- Add member to customer accountAdd Member to customer account in Workato Embedded
- Copy custom roleCopy Custom role in Workato Embedded customer account
- Create API access profileCreate API access profile in Workato Embedded customer account
- Create API clientCreate API client in Workato Embedded customer account
- Create API collectionCreate API collection in Workato Embedded customer account
- Create connectionCreate Connection in Workato Embedded customer account
- Create customer accountCreate Customer account in Workato Embedded
- Create folderCreate Folder in Workato Embedded customer account
- Create recipeCreate Recipe in Workato Embedded customer account
- Add rowAdd Row in a lookup table in Workato Embedded customer account
- Custom action (Deprecated)Custom action in Workato Embedded
- Delete customer accountDelete Customer account in Workato Embedded
- Delete recipeDelete Recipe in Workato Embedded customer account
- Delete rowDelete Row from a lookup table in Workato Embedded customer account
- Disable API access profileDisable API access profile in Workato Embedded customer account
- Disable API endpointDisable API endpoint in Workato Embedded customer account
- Downgrade customer account (Deprecated)Downgrade Customer account in Workato Embedded
- Download packageDownload Package in Workato Embedded
- Enable API access profileEnable API access profile in Workato Embedded customer account
- Enable API endpointEnable API endpoint in Workato Embedded customer account
- Export package by IDExport Package by ID from Workato Embedded
- List API access profilesList API access profiles in Workato Embedded customer account
- List API clientsList API clients in Workato Embedded customer account
- Get customer account by IDGet Customer account in Workato Embedded
- Get customer account member by IDGet Customer account member by ID in Workato Embedded
- Get package statusGet Package status in Workato Embedded customer account
- Get package details by IDGet Package details by ID in Workato Embedded
- Get picklist valuesGet Picklist values in Workato Embedded customer account
- Get recipe by IDGet Recipe by ID in Workato Embedded customer account
- Get row by IDGet Row by ID from a lookup table in Workato Embedded customer account
- List monthly usageList Monthly usage in Workato Embedded
- Import packageImport Package to Workato Embedded customer account
- List account propertiesList Account properties in Workato Embedded customer account
- List API collectionsList API collections in Workato Embedded customer account
- Search API endpointsSearch API endpoints in Workato Embedded customer account
- List connectionsList Connections in Workato Embedded customer account
- List connector metadataList Connector metadata in Workato Embedded
- List customer account membersList Customer account members in Workato Embedded
- List customer accountsList Customer accounts in Workato Embedded
- List foldersList Folders in Workato Embedded customer account
- List lookup tablesList Lookup tables in Workato Embedded customer account
- List recipesList Recipes in Workato Embedded customer account
- List custom rolesList Custom roles in Workato Embedded customer account
- Lookup rowLookup Row from a lookup table in Workato Embedded customer account
- Refresh API access profile token/secretRefresh API access profile token/secret in Workato Embedded customer account
- Remove member from customer accountRemove Member from customer account in Workato Embedded
- Search public recipesSearch Public recipes in Workato Embedded
- Search rowsSearch Rows from a lookup table in Workato Embedded customer account
- Start recipeStart Recipe in Workato Embedded customer account
- Stop recipeStop Recipe in Workato Embedded customer account
- Update API access profileUpdate API access profile in Workato Embedded customer account
- Update connectionUpdate Connection in Workato Embedded customer account
- Update customer accountUpdate Customer account in Workato Embedded
- Update customer account memberUpdate Member in a customer account in Workato Embedded
- Update recipeUpdate Recipe in Workato Embedded customer account
- Update rowUpdate Row in a lookup table in Workato Embedded customer account
- Upgrade customer account (Deprecated)Upgrade Customer account in Workato Embedded
- Upsert account propertyUpsert Account property in Workato Embedded customer account
Any other action you can think up
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