PhoneRaise + Salesforce

PhoneRaise + Salesforce integrations

Add donors and tasks in PhoneRaise when new records are added to Salesforce

When a new record is added in Salesforce object, in this case a new contact, there can be a need to push that new record to PhoneRaise automatically. This integration enables this to happen, and additionally creates a task/touchpoint to send a welcome message to the newly created contact.

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this...
Create DonorCreates a donor in the campaign.
ActionWrite
then do this!
Create TouchpointCreate a touchpoint in the campaign.
ActionWrite

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More things you can do with Salesforce and PhoneRaise

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

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- 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
New Donor
Triggers when a new donor is found.
Trigger
Polling
Try It
New or Updated Donor
Triggers when a donor is created or updated.
Trigger
Polling
Try It
- Custom Donor ID
- Primary First Name
- Primary Last Name
- Primary Phone Number
- Primary Email
- Secondary First Name
- Secondary Last Name
- Secondary Email
- Secondary Phone Number
- Home Phone Number
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
- Status
- Volunteer ID
- Volunteer Notes
- Last Donation Amount
- Amount
- Recent Donation Amount
- Recent Donation Date
- Ask Amount
- Tag
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
Action
Write
- Donor ID
  Required
Action
Write
- Donor ID
  Required
- Custom Donor ID
- Primary First Name
- Primary Last Name
- Primary Phone Number
- Primary Email
- Secondary First Name
- Secondary Last Name
- Secondary Email
- Secondary Phone Number
- Home Phone Number
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
- Status
- Volunteer ID
- Volunteer Notes
- Last Donation Amount
- Amount
- Recent Donation Amount
- Recent Donation Date
- Ask Amount
- Tag
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
Action
Write
- Donor ID
Action
Search
- Donor Email
  Required
Action
Search
- Donor Phone Number
  Required
Action
Search
- Donor ID
  Required
Action
Search
- Donor ID
- Custom Donor ID
- Primary First Name
- Primary Last Name
- Primary Phone Number
- Primary Email
- Secondary First Name
- Secondary Last Name
- Secondary Email
- Secondary Phone Number
- Home Phone Number
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
- Status
- Volunteer ID
- Volunteer Notes
- Last Donation Amount
- Amount
- Recent Donation Amount
- Recent Donation Date
- Ask Amount
- Tag
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
Action
Search or write
- Donor Email
  Required
- Custom Donor ID
- Primary First Name
- Primary Last Name
- Primary Phone Number
- Primary Email
- Secondary First Name
- Secondary Last Name
- Secondary Email
- Secondary Phone Number
- Home Phone Number
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
- Status
- Volunteer ID
- Volunteer Notes
- Last Donation Amount
- Amount
- Recent Donation Amount
- Recent Donation Date
- Ask Amount
- Tag
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
Action
Search or write
- Donor Phone Number
  Required
- Custom Donor ID
- Primary First Name
- Primary Last Name
- Primary Phone Number
- Primary Email
- Secondary First Name
- Secondary Last Name
- Secondary Email
- Secondary Phone Number
- Home Phone Number
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
- Status
- Volunteer ID
- Volunteer Notes
- Last Donation Amount
- Amount
- Recent Donation Amount
- Recent Donation Date
- Ask Amount
- Tag
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
Action
Search or write
- Donor ID
  Required
- Activity
- Description
- Due Date
- Is Complete
- Completed Date
- Title
- Note
- Donor Selection Type
- Donor ID
- Custom Donor ID
- Donor Email
- Donor Phone Number
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- 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 Touchpoint
Triggers when a new touchpoint is found.
Trigger
Polling
Try It
New or Updated Touchpoint
Triggers when a touchpoint is updated.
Trigger
Polling
Try It
- Activity
- Description
- Due Date
- Is Complete
- Completed Date
- Title
- Note
- Donor Selection Type
- Donor ID
- Custom Donor ID
- Donor Email
- Donor Phone Number
Action
Write
- Touchpoint ID
  Required
Action
Write
- Touchpoint ID
  Required
- Donor ID
- Activity
- Title
- Description
- Note
- Due Date
- Is Complete
- Completed Date
Action
Write
- Custom Donor ID
  Required
Action
Search
- Donor ID
  Required
Action
Search
- Touchpoint ID
Action
Search
- Touchpoint ID
  Required
Action
Search
- Custom Donor ID
  Required
- Primary First Name
- Primary Last Name
- Primary Phone Number
- Primary Email
- Secondary First Name
- Secondary Last Name
- Secondary Email
- Secondary Phone Number
- Home Phone Number
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
- Status
- Volunteer ID
- Volunteer Notes
- Last Donation Amount
- Amount
- Recent Donation Amount
- Recent Donation Date
- Ask Amount
- Tag
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
Action
Search or write
- Donor ID
  Required
- Custom Donor ID
- Primary First Name
- Primary Last Name
- Primary Phone Number
- Primary Email
- Secondary First Name
- Secondary Last Name
- Secondary Email
- Secondary Phone Number
- Home Phone Number
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
- Status
- Volunteer ID
- Volunteer Notes
- Last Donation Amount
- Amount
- Recent Donation Amount
- Recent Donation Date
- Ask Amount
- Tag
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
Action
Search or write
- Touchpoint ID
- Activity
- Description
- Due Date
- Is Complete
- Completed Date
- Title
- Note
- Donor Selection Type
- Donor ID
- Custom Donor ID
- Donor Email
- Donor Phone Number
Action
Search or write
- Touchpoint ID
  Required
- Activity
- Description
- Due Date
- Is Complete
- Completed Date
- Title
- Note
- Donor Selection Type
- Donor ID
- Custom Donor ID
- Donor Email
- Donor Phone Number
Action
Search or write

About PhoneRaise

PhoneRaise is an app built specifically for moves management, tracking your donor relationships and implement your outreach plan – right from your phone.

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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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