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Customize your Raiser's Edge NXT and Salesforce secondary integration with the following triggers and actions.

Triggers

When this happens…

Raiser's Edge NXT
  • New address
    New address in Raiser's Edge NXT
  • New appeal
    New appeal in Raiser's Edge NXT
  • New campaign
    New campaign in Raiser's Edge NXT
  • New constituent
    New constituent in Raiser's Edge NXT
  • New email
    New email in Raiser's Edge NXT
  • New fund
    New fund in Raiser's Edge NXT
  • New gift
    New gift in Raiser's Edge NXT
  • New online presence
    New online presence in Raiser's Edge NXT
  • New or updated address
    New or updated address in Raiser's Edge NXT
  • New or updated appeal
    New or updated appeal in Raiser's Edge NXT
  • New or updated campaign
    New or updated campaign in Raiser's Edge NXT
  • New or updated constituent
    New or Updated constituent in Raiser's Edge NXT
  • New or updated fund
    New or updated fund in Raiser's Edge NXT
  • New or updated gift
    New or updated gift in Raiser's Edge NXT
  • New phone
    New phone in Raiser's Edge NXT
  • Any other trigger you can think up

  • Show all 15
Salesforce secondary
  • New record
    New record in Salesforce secondary
  • New record Real-time
    New record in Salesforce secondary
  • New Outbound message Real-time
    New Outbound message in Salesforce secondary
  • New platform event Real-time
    New event in Salesforce secondary
  • Scheduled record search using SOQL query WHERE clause Batch
    Scheduled record search using SOQL query WHERE clause in Salesforce secondary
  • Scheduled records search using SOQL query Batch
    Scheduled records search using SOQL query in Salesforce secondary
  • New records Batch
    New records in Salesforce secondary
  • New/updated records Batch
    New/updated records in Salesforce secondary
  • Threshold met for new records created Batch
    Threshold met for new records created in Salesforce secondary
  • Deleted record
    Record deleted in Salesforce secondary
  • New/updated record
    New/updated record in Salesforce secondary
  • New/updated record Real-time
    New/updated record in Salesforce secondary
  • Any other trigger you can think up

  • Show all 12

Actions

Do this…

Raiser's Edge NXT
  • Custom action
    Custom action in Raiser's Edge NXT (Custom)
  • Add custom field to constituent
    Add new custom field to constituent in Raiser's Edge NXT
  • Create address
    Create address in Raiser's Edge NXT
  • Create communication preferences
    Create communication preferences in Raiser's Edge NXT
  • Create constituent
    Create constituent in Raiser's Edge NXT
  • Create constituent code
    Create constituent code in Raiser's Edge NXT
  • Create email
    Create email in Raiser's Edge NXT
  • Create online presence
    Create online presence in Raiser's Edge NXT
  • Create phone
    Create phone in Raiser's Edge NXT
  • Delete address
    Delete address in Raiser's Edge NXT
  • Delete email
    Delete email in Raiser's Edge NXT
  • Delete online presence
    Delete online presence in Raiser's Edge NXT
  • Delete phone
    Delete phone in Raiser's Edge NXT
  • Get addresses
    Get address(es) by constituent ID in Raiser's Edge NXT
  • Get appeal details
    Get appeal details in Raiser's Edge NXT
  • Get campaign details
    Get campaign details in Raiser's Edge NXT
  • Get constituent details
    Get constituent details in Raiser's Edge NXT
  • Get custom fields by appeal ID
    Get custom fields by appeal ID in Raiser's Edge NXT
  • Get custom fields by campaign ID
    Get custom fields by campaign ID in Raiser's Edge NXT
  • Get custom fields by constituent ID
    Get custom field by constituent ID in Raiser's Edge NXT
  • Get custom fields by fund ID
    Get custom fields by fund ID in Raiser's Edge NXT
  • Get custom fields by gift ID
    Get custom fields by gift ID in Raiser's Edge NXT
  • Get email addresses
    Get email address(es) by constituent ID in Raiser's Edge NXT
  • Get fund details
    Get fund details in Raiser's Edge NXT
  • Get gift details
    Get gift details in Raiser's Edge NXT
  • Get phones
    Get phone(s) by constituent ID in Raiser's Edge NXT
  • Search constituent
    Search constituent in Raiser's Edge NXT
  • Search constituent code
    Search constituent code in Raiser's Edge NXT
  • Search online presence
    Search online presence in Raiser's Edge NXT
  • Update address
    Update address in Raiser's Edge NXT
  • Update communication preferences
    Update communication preferences in Raiser's Edge NXT
  • Update constituent
    Update constituent in Raiser's Edge NXT
  • Update constituent code
    Update constituent code in Raiser's Edge NXT
  • Update custom field in constituent
    Update custom field in Raiser's Edge NXT
  • Update email
    Update email in Raiser's Edge NXT
  • Update online presence
    Update online presence in Raiser's Edge NXT
  • Update phone
    Update phone in Raiser's Edge NXT
  • Any other action you can think up

  • Show all 37
Salesforce secondary
  • Custom action
    Custom action in Salesforce secondary (Custom)
  • Approve record in approval process
    Approve a record in approval process in Salesforce secondary
  • Create records in batches Batch
    Create records in batches in Salesforce secondary
  • Update records in batches Batch
    Update records in batches in Salesforce secondary
  • Create record
    Create record in Salesforce secondary
  • Publish platform event
    Publish platform event in Salesforce secondary
  • Delete record
    Delete record in Salesforce secondary
  • Download attachment
    Download attachment from Salesforce secondary
  • Download file
    Download file from Salesforce secondary
  • Get record details by ID
    Get details of specific record in Salesforce secondary
  • Get related list by parent record ID
    Get list of related records in Salesforce secondary
  • Get report by ID
    Get report details in Salesforce secondary
  • Get object schema
    Get object schema in Salesforce secondary
  • Create records in bulk from CSV file Bulk
    Create records in bulk in Salesforce secondary from CSV file
  • Create records in bulk from CSV file (API 1.0) Bulk
    Create records in bulk in Salesforce secondary from CSV file
  • Reject record in approval process
    Reject a record in approval process in Salesforce secondary
  • Retry bulk job for failed records from CSV file Bulk
    Retry objects bulk job in Salesforce secondary from CSV file
  • Search records
    Search for records in Salesforce secondary
  • Search records using SOQL query WHERE clause
    Search records using SOQL query WHERE clause in Salesforce secondary
  • Search records in bulk using SOQL query (API 1.0) Bulk
    Search records in bulk using SOQL query (API 1.0) in Salesforce secondary
  • Search records in bulk using SOQL query (API 2.0) Bulk
    Search records in bulk using SOQL query (API 2.0) in Salesforce secondary
  • Search records using SOQL query
    Search for records using SOQL query in Salesforce secondary
  • Submit record for approval
    Submit a record for approval in Salesforce secondary
  • Update records in bulk from CSV file Bulk
    Update records in bulk in Salesforce secondary from CSV file
  • Update records in bulk from CSV file (API 1.0) Bulk
    Update records in bulk in Salesforce secondary from CSV file
  • Update record
    Update record in Salesforce secondary
  • Upload file
    Upload file to Salesforce secondary
  • Upsert records in bulk from CSV file Bulk
    Upsert records in bulk in Salesforce secondary from CSV file
  • Upsert records in bulk from CSV file (API 1.0) Bulk
    Upsert records in bulk in Salesforce secondary from CSV file
  • Upsert record
    Upsert record in Salesforce secondary
  • Any other action you can think up

  • Show all 30

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