CauseVox + Salesforce

CauseVox + Salesforce integrations

Create new Salesforce contacts for new CauseVox donors

Salesforce is a powerful CRM to track donors, but keeping it up to date takes a lot of time. With this Zapier integration, you can automatically add new Salesforce contacts with donor data each time a new donor makes a donation on CauseVox.

When this happens...
New DonationTriggers when a new donation is created.
TriggerInstant
automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWrite

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More things you can do with CauseVox and Salesforce

Discover other triggers and actions you can use with CauseVox and Salesforce

New Donation
Triggers when a new donation is created.
Trigger
Instant
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New Pledge
Triggers when a new pledge is created.
Trigger
Instant
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New Recurring Profile
Triggers when a new recurring profile is created.
Trigger
Instant
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New Ticket
Triggers when a new ticket is created.
Trigger
Instant
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Update Donation
Triggers when a donation is updated. Please use it in conjunction with the create donation trigger to receive full data.
Trigger
Instant
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Update Team Page
Triggers when a team page is updated or aggregate information is updated (new donation that increases total, etc) . Please use it in conjunction with the create team page trigger to receive full data.
Trigger
Instant
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New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

New Installment
Triggers when a new installment is created.
Trigger
Instant
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New Personal Page
Triggers when a new personal page is created. This data may be incomplete as a fundraiser might not completely fill out their information on signup, so please use it in conjunction with the update trigger to receive full data.
Trigger
Instant
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New Team Page
Triggers when a team page is created. This data may be incomplete as a team might not completely fill out their information on signup, so please use it in conjunction with the update trigger to receive full data.
Trigger
Instant
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New Ticket Order
Triggers when a new ticket order is created.
Trigger
Instant
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Update Personal Page
Triggers when a personal page is updated, aggregate information is updated (new donation that increases total, etc) or a team is joined/left. Please use it in conjunction with the create personal page trigger to receive full data.
Trigger
Instant
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New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About CauseVox

CauseVox is a digital fundraising platform for nonprofits and social good projects. Increase fundraising results with our donation forms, crowdfunding campaigns, peer to peer fundraising, event ticketing, and pledge donations.

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Related categories

Fundraising

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

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