K Factors + Gratavid Integrations
How to connect K Factors + Gratavid
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Widget id
Choosing a widget will trigger on all new notifications on that widget.
Try ItWidget idRequired
DataRequired
Enter key-value pair (ex.: name: Joe Doe)
Contact EmailRequired
The email of the contact who made the donation or purchase. This contact will receive the note once your task is completed in Gratavid.
Comments / Reason For Task
The reason this task was created. Ie - Purchase made, donation made etc.
Contact First Name
Contact Last Name
Contact Cell Number
The cell number of the contact. If available, this data will be saved under your contact in Gratavid. If left blank it will not override or update any existing data for this contact.
Contact Opted In To Text
Did this contact opt-in to text? If left blank it will not override or update any existing data for this contact.
Gratavid Custom User Id
The id of the contact in your CRM. For example, this would be your "Contact Id" in Salesforce.
Gratavid Custom Account Id
The id of the contact's account in your CRM. For example, this would be your "Account Id" in Salesforce.
Widget idRequired
From date
To date
Gratavid event
Try ItContact EmailRequired
The email of the contact you want to receive this note.
Contact First Name
Contact Last Name
Contact Cell Number
The cell number of the contact you want to receive this note.
Contact Opted In To Text
Did this contact opt-in to text? If left blank, Gratavid will check to see if this contact has already opted in.
Gratavid Contact Custom User Id
The id of the contact in your CRM. For example, this would be your "Contact Id" in Salesforce.
Gratavid Custom Account Id
The id of the contact's account in your CRM. For example, this would be your "Account Id" in Salesforce.
How K Factors + Gratavid Integrations Work
- Step 1: Authenticate K Factors and Gratavid.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.
About K Factors
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