infoodle and Salesflare

How to connect infoodle

infoodle is a CRM for non profits to help you manage administration and your community.

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.

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 6 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 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.

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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