How to connect Donately + Salesforce + QuickBooks Online
Zapier lets you send info between Donately and Salesforce and QuickBooks Online automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
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Do even more with Donately + Salesforce + QuickBooks Online
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Donately, Salesforce, and QuickBooks Online. And don’t forget that you can add more apps and actions to create complex workflows.
List Campaigns
Lists the campaigns for your Donately account, defaults to the most recently created
Try ItList Donations
Lists the donations for your Donately account, defaults to the most recent 20 donations.
Try ItList Fundraisers
Lists the fundraisers for your Donately account, defaults to the most recently created
Try ItStatus
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How Donately + Salesforce + QuickBooks Online Integrations Work
- Step 1: Authenticate Donately, Salesforce, and QuickBooks Online.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.