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CharityEngine and Salesflare

CRM (Customer Relationship Management) charityengine.net ↗

How to connect CharityEngine

What you can automate

  • When new Contacts in CharityEngine, find or create contact in Salesflare.
  • When new Transactions in CharityEngine, create opportunity, then find or create contact in Salesflare.

About CharityEngine

CharityEngine is a complete CRM, fundraising, payments, and advocacy platform for nonprofits.

CharityEngine operations on Zapier

Triggers (2)

Start a workflow when this happens

  • New Contacts — Triggers when a new contact is created.
  • New Transactions — Triggers when a new transaction is received.

Actions (2)

Things Salesflare can make it do

  • Create Activity — Creates an Activity in the CRM.
  • Create Transaction — Creates a Transaction in the CRM.

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