Raiser's Edge NXT との統合と自動化

Raiser's Edge NXT を他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

主要企業が Workato を活用

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Raiser's Edge NXTを自動化すべき理由

Sync donor data
  • Sync donor data
  • process donations easily
  • Centralize your data

  • Why these integrations and automations matter:

    It’s important to make sure your marketing and outreach efforts are tailored towards the right donors if you want to secure donations. Improve your success rate by sharing information about your supporters between your outreach and donor management teams.

  • Access lead data

    For any new leads or donors, you can sync information from Marketo or HubSpot into Raiser’s Edge. You can also sync custom objects or specific engagement data – which is something you can’t do with native integrations.

  • Quickly follow up with leads

    Send enriched leads from Raiser’s Edge to the right person on Slack or Microsoft Teams. You can use custom logic for donor data like company size, location, or any other field to include complex routing rules. You also can add a button to disqualify or short-list leads within Slack or Microsoft Teams.

Streamline your Raiser's Edge NXT integrations

  • Raiser's Edge NXTと自社製品を接続したいですか？

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    • Build powerful workflows, fast

    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

    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 Batch
      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 Batch
      Get custom fields by appeal ID in Raiser's Edge NXT
    • Get custom fields by campaign ID Batch
      Get custom fields by campaign ID in Raiser's Edge NXT
    • Get custom fields by constituent ID Batch
      Get custom field by constituent ID in Raiser's Edge NXT
    • Get custom fields by fund ID Batch
      Get custom fields by fund ID in Raiser's Edge NXT
    • Get custom fields by gift ID Batch
      Get custom fields by gift ID in Raiser's Edge NXT
    • Get email addresses Batch
      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 Batch
      Get phone(s) by constituent ID in Raiser's Edge NXT
    • Search constituent Batch
      Search constituent in Raiser's Edge NXT
    • Search constituent code Batch
      Search constituent code in Raiser's Edge NXT
    • Search online presence Batch
      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

    単一のプラットフォーム

    • 強力
    • 俊敏性
    • スピード
    • 革新

    Streamline your Raiser's Edge NXT integrations

    関連ソリューション・コンテンツ

    Raiser's Edge NXTとの統合について

    Raiser’s Edge is a cloud-based CRM that’s designed with features especially for nonprofits. It lets you track and manage donor relationships over time, so you can build lasting relationships with your supporters.

    Raiser's Edge NXTとの統合方法

    • Connect teams and engage with supporters.
    • Identify opportunities for growth.
    • Streamline data collection and sharing across your organization.
    • Integrations

      Salesforce & Raiser's Edge NXT Integrations

      Salesforce & Raiser's Edge NXT Integrations
    • Integrations

      Microsoft Dynamics CRM Integrations

      Microsoft Dynamics CRM Integrations.
    • Solution

      Sales Automations.

      Sales Automations.
    • Integrations

      Marketo & Raiser's Edge NXT Integrations

      Marketo & Raiser's Edge NXT Integrations
    • Integrations

      Slack & Raiser's Edge NXT Integrations

      Slack & Raiser's Edge NXT Integrations
    • Integrations

      Salesforce Integrations

      Salesforce Integrations
    • Integrations

      Pipedrive Integrations

      Pipedrive Integrations
    • Integrations

      SugarCRM Integrations

      SugarCRM Integrations
    • Integrations

      Raiser's Edge NXT Integrations

      Raiser's Edge NXT Integrations

    Let’s start automating

    Schedule a Demo