RallyUp + Salesforce
Create records in Salesforce for new transactions in RallyUp
For each new Transaction (Donor) on one of your RallyUp Campaigns, create new records in Salesforce. If you want to only create Records if they don't exist yet in your Salesforce account, change the Action above to "Find Record(s)" and choose the option to create new records only if one isn't found.
For each new Transaction (Donor) on one of your RallyUp Campaigns, create new records in Salesforce. If you want to only create Records if they don't exist yet in your Salesforce account, change the Action above to "Find Record(s)" and choose the option to create new records only if one isn't found.
- When this happens...Transaction Made
Triggers when a new transaction is submitted on your Campaign, whether through Checkout or through Campaign Management.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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Activity Results Added
Triggers when Activity Results are added to any of an Organization’s campaigns.
Try ItAuction Bid Submitted
Triggers when a transaction is made containing auction bids.
Try ItCampaign Ends
Triggers when a campaign’s status changes to Ended, Completed, or Processing.
Try ItEvent Ticket Purchased
Triggers when a transaction is made that includes Event tickets.
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A-Thon Pledge Submitted
Triggers when a Transaction is made that contains A-Thon Pledges (per-unit or flat donation).
Try ItAuction Winners Determined
Triggers when the winner’s list is completely populated on any auction in the organization’s account. In other words, when the auction is finished processing and the winner’s list is totally populated.
Try ItCrowdfunding Perk Purchased
Triggers when a transaction is made that contains Crowdfunding Perks.
Try ItLive Stream Ended
Triggers when a live stream is ended on any of an organization’s campaigns.
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