What you can automate

When new Client in Volunteero, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Form Submission in Volunteero, find or create contact in Salesflare.

When client Updated in Volunteero, find or create account, then find or create contact, then add contact to account in Salesflare.

About Volunteero

Volunteero is a volunteer management system (VMS) built in direct partnership with charities.

Volunteero operations on Zapier

Start a workflow when this happens

Award Badge — Triggers when a volunteer is awarded a badge.
Client Deleted — Triggers when a client record is deleted.
Client Updated — Triggers when a client record is updated, merged with a form submission or activated/deactivate for missions.
Mission Deleted — Triggers when a mission is deleted.
Mission Updated — Triggers when mission details are updated.

Show 13 more triggers

New Client — Triggers when a client record is created.
New Form Submission — Triggers when a new submission is received for a form.
New Mission — Triggers when a new mission is created.
New Report — Triggers when a volunteer or staff has created a report.
New Volunteer — Triggers when a volunteer record is created.
Qualification Added to Volunteer — Triggers when a qualification is added to a volunteer profile.
Qualification Removed From Volunteer — Triggers when a qualification is removed from a volunteer.
Remove Badge — Triggers when a badge is removed from a volunteer.
Report Revised — Triggers when a staff user has revised a report.
Report Status Updated — Triggers when status of a report has changed.
Updated Qualification on Volunteer — Triggers when an existing volunteer qualification is updated.
Volunteer Deleted — Triggers when a volunteer is deleted from your organisation.
Volunteer Updated — Triggers when data on a volunteer profile is updated, merged with a form submission or account status is changed. Can also be triggered when the volunteer updates their own profile.

Things Salesflare can make it do

Add Volunteer Badge — Award a badge to a volunteer.
Add Volunteer Qualification — Add a qualification to a volunteer.
Create Client — Adds a new client to your organisation Emergency contact information is only available for Person clients. Emergency contact information is optional but if provided then for each contact the given name, family name, phone number and relationship are required.
Create Mission — Create a new active mission in your organisation.
Create Volunteer — Adds a new volunteer to your organisation Emergency contact information is optional but if provided then for each contact the given name, family name, phone number and relationship are required.

Show 5 more actions

Remove Last Volunteer Badge — Removes the latest awarded instance of the badge from a volunteer.
Set Client Mission Enabled — Update the mission enabled state for a client.
Update Client — Update information on a client record. Only the properties provided in the request are changed. Emergency contact information is optional but if provided then for each contact the given name, family name, phone number and relationship are required.
Update Volunteer — Update information on a volunteer record. Only the properties provided in the request are changed. Emergency contact information is optional but if provided then for each contact the given name, family name, phone number and relationship are required.
Upsert Volunteer Qualification — Update or add a qualification on a volunteer. Qualification is added if it does not exist. If multiple of the same qualification exist, only the oldest issued qualification is updated.

Look up existing records

Get Mission — Returns the full mission data.
Get Volunteer — Returns a single volunteer record If your account is restricted by groups then the volunteer must have a group in common with your account.

Volunteero and Salesflare