Donately + Microsoft Dynamics 365 CRM
Donately + Microsoft Dynamics 365 CRM
Find or create Microsoft Dynamics 365 CRM leads for new Donately donations
This integration tries to find existing leads in Microsoft Dynamics 365 CRM from new Donately donations. If existing leads are not found, this integration also creates leads in the same process. This will help keep your CRM updated from all fundraising activity in Donately, giving your organization a single source-of-truth.
- When this happens...New DonationTriggers when a new donation is created in your Donately account.
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More things you can do with Donately and Microsoft Dynamics 365 CRM
Discover other triggers and actions you can use with Donately and Microsoft Dynamics 365 CRM
- List Campaigns
Lists the campaigns for your Donately account, defaults to the most recently created
Try ItTriggerPolling - List Donations
Lists the donations for your Donately account, defaults to the most recent 20 donations.
Try ItTriggerPolling - List Fundraisers
Lists the fundraisers for your Donately account, defaults to the most recently created
Try ItTriggerPolling - Status
- Limit
Try ItTriggerPolling
- New Donation
Triggers when a new donation is created in your Donately account.
Try ItTriggerInstant - New Fundraiser
Triggers when a new fundraiser is created in your Donately account.
Try ItTriggerInstant - Recurring Plan Failure
Triggers when an existing recurring plan fails to run
Try ItTriggerInstant - Campaign_idRequired
ActionSearch
