infoodle and Salesflare
How to connect infoodle
- Via Zapier — 30 operations available. Set it up ↗
What you can automate
- When new Form Entry in infoodle, find or create contact in Salesflare.
About infoodle
infoodle is a CRM for non profits to help you manage administration and your community.
infoodle operations on Zapier
Triggers (2)
Start a workflow when this happens
- Form Entry Approved — Triggers when a form entry is approved on any form, delivered in real time via infoodle's webhook system.
- New Form Entry — Triggers when a new form entry is submitted on any form, delivered in real time via infoodle's webhook system.
Actions (13)
Things Salesflare can make it do
- Add Contact — Add a new contact
- Create Tag — Create a new Tag which can be linked to entities.
- Create Transaction — Create a new transaction
- Create Transaction Batch — Creates a Transaction Batch to be used to hold transactions
- Find or Create Transaction Batch — Get the details about a Transaction Batch
Show 8 more actions
- Find or Create a Contact — Search for an existing contact returning contact, custom field and linked contacts. Use when you need a full breakdown of an individuals details.
- Find or Create a Contact — Search for a contact using more than one field. Add fields in order to search. First search with 1 match is returned. Searches are combined with AND.
- Find or Create a Contact — Find a contact returning basic contact information. Prefer this method when seeing if a contact exists.
- Find or Create a Tag — Get the details about a specific Tag
- Link Entity to Tag — Links the Person or Event item to a tag
- Remove Tags From Entity — Remove one or more tags from the identified entity
- Set Group Membership by Unique ID — Add or update a contact's membership to a group, identifying the contact by their Unique ID.
- Set Group Membership by User ID — Add or update a contact's membership to a group, identifying the contact by their User ID.
Searches (15)
Look up existing records
- Find Account Codes — Get details about an account code
- Find Bank Accounts — Get the details about a bank account
- Find Campaign Types — Get the details about a campaign type
- Find Campaigns — Get the detail about a campaign
- Find Contacts — Search for an existing contact returning contact, custom field and linked contacts. Use when you need a full breakdown of an individuals details.
Show 10 more searches
- Find Contacts Using Multiple Fields — Search for a contact using more than one field. Add fields in order to search. First search with 1 match is returned. Searches are combined with AND.
- Find Directory Contact — Find a contact returning basic contact information. Prefer this method when seeing if a contact exists.
- Find Form Entries — Search for a form entry using the available filters
- Find Form Entry — Return a specific form entry that the authenticated user has permission to view
- Find Form Entry Fields — Return all field data for a specific form entry. This includes field types, labels, repeat indices, entered values, and deletion timestamps. Only form entries that the authenticated user has permission to view are accessible.
- Find Groups — Search for a group using the available filters
- Find Pledge Drives — Get the detail about a pledge drive
- Find Tag Headers — Search for a tag header using the available filters
- Find Tags — Get the details about a specific Tag
- Find Transaction Batches — Get the details about a Transaction Batch
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