DonorDock and Salesflare

How to connect DonorDock

When new Badge Added to Contact in DonorDock, find or create contact in Salesflare.
When contact Added to Marketing List in DonorDock, find or create contact in Salesflare.
When new Contact Created in DonorDock, find or create contact in Salesflare.
When contact Updated in DonorDock, find or create contact in Salesflare.

DonorDock is a CRM designed for small nonprofits that helps you raise more money in less time.

Start a workflow when this happens

Contact Added to Marketing List — Triggers when a contact is added to a marketing list.
Contact Updated — Triggers when a contact is updated in DonorDock.
Gift Batch Closed — Triggered when a gift batch is closed in DonorDock.
Gift Updated — Triggers when a gift is updated in DonorDock
New Activity Created — Triggers when a new activity is created in DonorDock.

Show 6 more triggers

New Appeal Created — Triggers when a new appeal is created.
New Badge Added to Contact — Triggers when a new badge is added to a contact record.
New Campaign Created — Triggers when a new campaign is created.
New Contact Created — Triggers when a new contact is added to DonorDock.
New Fund Created — Triggers when a new fund is created.
New Gift Created — Triggers when a new gift is created.

Things Salesflare can make it do

Add Badge to Contact — Adds a badge to a contact.
Add Contact to Marketing List — Adds the contact to a specified marketing list.
Create Activity — Creates a new activity.
Create Appeal — Creates a new Appeal.
Create Campaign — Creates a new campaign in DonorDock.

Show 8 more actions

Create Contact — Creates a new Contact in DonorDock.
Create Fund — Creates a new fund in DonorDock.
Create Gift — Creates a new Gift in DonorDock.
Create Pledge — Create a pledge in DonorDock
Find or Create Contacts — Finds a contact in DonorDock
Send Template Email — Send a template-based email through the DonorDock email system.
Update Contact — Updates a contact in DonorDock.
Update Gift — Updates a gift in DonorDock.

Look up existing records

Find Contact — Finds a contact in DonorDock
Find Contact Custom Fields — Returns custom fields of a found contact in DonorDock.

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