Integrated Solution for Non-Profit

Transcription

1 Integrated Solution for Non-Profit by CRM Accounting Event Management Fundraising Utilities Marketing

2 Contents 2 A. Event Management & Fundraising A-1. New Eventbrite attendee added to Salesforce Campaign 5 A-2. New Order in Eventbrite searches for and/or creates appropriate records: Contact/Account, Opportunity, Campaign member 6 A-3. RegOnline Registrations to Salesforce Custom Object w/ Contact lookup 7 A-4. Everydayhero Page creates Luminate CRM Account and Pledge 8 B. Marketing B-1. New fundraiser creates new etapestry Account and adds to Mailchimp Fundraisers' list 10 B-2. Add new donors to Mailchimp donor's list based on parameter and with Approval task 11 B-3. Add Eventbrite attendees to Hubspot 12 B-4. New Beta Sign-Ups for Joyful Literacy 13 B-5. Send SurveyMonkey survey link via when case is closed on Salesforce 14 B-6. Create note in Salesforce when there is a new response in SurveyMonkey (via Web Link) 15 C. Invoicing C-1. Household created in Salesforce will create customer in QuickBooks 17 C-2. Donor created in Salesforce will create customer in QuickBooks 18 C-3. Donations created in Salesforce will create Invoice in QuickBooks 19 C-4. Donations with recurring payments will create Invoice in QuickBooks 20 C-5. Donations with recurring payments will create Invoice in QuickBooks (II) 21 Sign up / Contact Us

3 3 A quick chart to figure out which recipes suit the integration you need (click the sections to go to the recipe page) A-1 A-2 A-3 Campaign Member Event Registration Pledge Households Donors Donations Note C-1 C-2 C-3/4/5 Customer Invoice B-6 Event Attendee Registration Order for Event B-3 A-4 Page Account B-1 B-1 New Line - Signup B-4 Wait for response Contact B-5 B-2 Subscriber Send Survey

4 A. Event Management & Fundraising This set of recipes covers core scenarios of event management and fundraising workflows. 4 New Eventbrite attendee added to Salesforce Campaign. New Order in Eventbrite searches for and/or creates appropriate records: Contact/Account, Opportunity, Campaign member. RegOnline Registrations to Salesforce Custom Object w/ Contact lookup. Everydayhero Page creates Luminate CRM Account and Pledge. Tip #1 Check out our Getting Started guide if you haven t used Workato before!

5 A-1. New Eventbrite attendee added to Salesforce Campaign When there is a Eventbrite attendee registration, this will pick up the entry and conditionally add it to a Salesforce campaign. 5 When a new attendee is registered for an event in Eventbrite. Search for a corresponding campaign name in Salesforce If the campaign or contact does not exist, create it If contact is already associated with the campaign,»» Update status from Eventbrite If contact is not associated, create it You can customize how each object is mapped. No special setup or customization is required to run this recipe. You should have a Eventbrite and Salesforce account that is API enabled. Add your credentials in the connections section if you are not already connected to the apps. Go ahead and give it a try!

6 A-2. New Order in Eventbrite searches for and/ or creates appropriate records: Contact/ Account, Opportunity, Campaign member 6 Geared for nonprofits using Eventbrite to sell tickets/manage event orders who want the information to be reflected in Salesforce's NPSP 3+ version (the newer version of the Nonprofit Starter Pack which uses an Account Household Layout instead of separate household custom object). A new Order for an event in Eventbrite. Action: Searches for associated Campaign and Contact in Salesforce. If the s don't match, Create that contact in Salesforce Creates Opportunity associated to campaign Adds Campaign member to the campaign if found. Customization options You can customize how each object is mapped. No special setup or customization is required to run this recipe. You should have an Eventbrite and Salesforce account that is API enabled. Add your credentials in the connections section if you are not already connected.

7 A-3. RegOnline Registrations to Salesforce Custom Object w/ Contact lookup 7 A new registration in ActiveRegOnline adds to Salesforce Event_ Registrationc and associate to contact and Eventc. Add contact/ account if they do not exist. Job assumes two custom objects: Event c and Event_Registration c When a new registration is detected in RegOnline. Checks if event registrations is already present Searches for Contact and Account through name and »» Creates them if they do not exist Searches for the Event Creates an Event Registration object You should have a RegOnline and Salesforce account.

8 A-4. Everydayhero Page creates Luminate CRM Account and Pledge 8 This recipe will run when a new everydayhero page is created to create a Luminate CRM account and pledge in Salesforce NPSP. When a new page is created in everydayhero. Creates fundraiser account in LuminateCRM (Salesforce) if it does not exist Creates pledge if it does not exist Updates pledge if it already exists with totals from everydayhero Customization options You can customize how each object is mapped (in their respective fields). No special setup or customization is required to run this recipe. You should have an everydayhero and Salesforce account that is API enabled. Add your credentials in the connections section if you are not already connected. Go ahead and give it a try!

9 B. Marketing This set of recipes covers non-profit marketing scenarios. 9 New fundraiser creates new etapestry Account and adds to Mailchimp Fundraisers list. Add new donors to Mailchimp donor's list based on parameter and with Approval task. NPSP - Donations created in Salesforce will create Invoice in QuickBooks NPSP - Donations with payments will create Invoice in QuickBooks NPSP - Donations created in Salesforce will create Invoice in QuickBooks NPSP - Donations with payments will create Invoice in QuickBooks Tip #2 Recipe Page Simply Get the recipe and it will be populated into your account, ready to be run!

10 B-1. New fundraiser creates new etapestry Account and adds to Mailchimp Fundraisers' list When there is a new page created in everydayhero, search accounts in etapestry and creates account and adds to a Mailchimp mailing list. 10 When a new page is created in everydayhero. If Account not present in etapestry»» Add new account»» Add new subscriber to Mailchimp There are no customization options. No special setup or customization is required to run this recipe. You should have a everydayhero account and Blackbaud's etapestry account that is connected to Workato.

11 B-2. Add new donors to Mailchimp donor's list based on parameter and with Approval task 11 Add new donors to a Mailchimp mailing list only if the approver from people task approves the action. Reminds up to three times. When a new donor (Contact) is created in Salesforce. Send an if the donor does not have an Otherwise, request approval up to three times. Add the donor as a subscriber to Mailchimp. You may change the destination folder in your connected Box account. You need to have People Task configured. Please file a support ticket if you are unable to do so. You should also have a Salesforce account and a Mailchimp account that is API enabled. Add your credentials in the connections section if you are not already connected to the apps. Go ahead and give it a try!

12 B-3. Add Eventbrite attendees to Hubspot 12 New event attendee in eventbrite gets contact info from FullContact and syncs it to Hubspot, with notification. When a new attendee is registered in Eventbrite. If contact details present in FullContact»» Sync the contact to Hubspot Otherwise send a notification . You can customize the that is to be sent by Workato. No customization is required. You should also have an Eventbrite, FullContact and a Hubspot account. Add your credentials in the connections section if you are not already connected to the apps. Go ahead and give it a try!

13 B-4. New Beta Sign-Ups for Joyful Literacy A user created recipe that adds new sign-ups as contacts in Hubspot and adds them to an list. 13 When a new row is added in Google Sheets (possibly from a web form). Depending on the preferred mobile device,»» Add the contact to Hubspot»» Add the contact to its respective list to receive the app download link There are no customization options. You would just need customize the recipe to fit your columns in Google Sheets. You should also have a connected Hubspot account. Add your credentials in the connections section if you are not already connected to the apps. Go ahead and give it a try!

14 B-5. Send SurveyMonkey survey link via when case is closed on Salesforce 14 When you want to send out a SurveyMonkey survey link for a close case, you can use this recipe to the intended recipient with a link to complete the survey. This recipe works together with below. When a case is closed in Salesforce. Send via Workato with the SurveyMonkey survey link. You can customise the that you would like to send out. Change the subject, as well as the body message. Remember to include the actual SurveyMonkey survey link into the body of the . You should have a Salesforce and SurveyMonkey account that are both API enabled. Add your credentials in the connections section if you are not already connected to the apps. In SurveyMonkey, you will need to create a Survey and configure at least one web link Collector.

15 B-6. Create note in Salesforce when there is a new response in SurveyMonkey (via Web Link) 15 When there is a new response for a survey on SurveyMonkey, create a note under a corresponding Salesforce Account with the Survey response. This recipe works together with the above. In the trigger, you will need to select the actual survey that you would like Workato to connect to. You will also need to customise the and Note in step 4, 6 and 8 to suit your specific Survey questions. You can tag the note to a contact by removing steps 3, 4 and 5 and modifying the "Parent type" and "Parent ID". When a new response for survey on SurveyMonkey. Search for contact details in Salesforce using field in Survey If contact exist but does not have an associated account, send error to user If contact exist and has an associated account in Salesforce, create a note under the corresponding Salesforce Account If contact does not exist, send error to user. No special setup or customization is required to run this recipe. You should have a SurveyMonkey account and a Salesforce account that is API enabled.

16 C. Invoicing This set of recipes helps to simplify nonprofit invoicing workflows. 16 Household created in Salesforce will create customer in QuickBooks. Donor created in Salesforce will create customer in QuickBooks. Donations created in Salesforce will create Invoice in QuickBooks. Donations with recurring payments will create Invoice in QuickBooks. Donations with recurring payments will create Invoice in QuickBooks (II). Tip #3 Locating Failed Jobs The new job filter feature allows you to only display certain job types when testing! Now you do not have to trawl through page after page!

17 C-1. Household created in Salesforce will create customer in QuickBooks 17 A new Household in Salesforce NPSP will create a new customer in QuickBooks Online and sync relevant data. When a new Household object is created in Salesforce. Searches for a corresponding customer Create the object if it does not exist There are no customization options. No special setup or customization is required to run this recipe. You should have a Salesforce account and a QuickBooks Online account that is API enabled. Add your credentials in the connections section if you are not already connected to the apps. Go ahead and give it a try!

18 C-2. Donor created in Salesforce will create customer in QuickBooks 18 A new donor in Salesforce will be automatically synced to QuickBooks Online. When a new Donor is detected. Searches for corresponding customer Syncs the customer only if Household name is present. You can customize the that is to be sent by Workato. No special setup or customization is required to run this recipe. You should have a Salesforce account and a QuickBooks Online account that is API enabled. Add your credentials in the connections section if you are not already connected to the apps.

19 C-3. Donations created in Salesforce will create Invoice in QuickBooks 19 Donations created in Salesforce will create an invoice in QuickBooks Online toegether with the details of Donor. When a new Donation comes into Salesforce. There are no customization options. Fetches Donor details and Creates new invoice in QuickBooks with those details. No special setup or customization is required to run this recipe. You should have a Salesforce account and a QuickBooks Online account that is API enabled. Add your credentials in the connections section if you are not already connected to the apps.

20 C-4. Donations with recurring payments will create Invoice in QuickBooks 20 This recipe works with more than one payment (i.e. scheduled payments), and will transfer those over to a QuickBooks invoice. When a new Donation is detected in Salesforce (you can set the time it searches for with 'Since'). Ends the recipe if the donation is either Deleted or is Not Pledged Send an if the donation is at Closed Won stage Creates an invoice in QuickBooks with donor details from Salesforce»» Transfers each line item from Salesforce into the new invoice. You can customize the recepient, subject and content. No special setup or customization is required to run this recipe. You should have a Salesforce account and a QuickBooks Online account that is API enabled. Add your credentials in the connections section if you are not already connected to the apps!

21 C-5. Donations with recurring payments will create Invoice in QuickBooks (II) 21 For every new opportunity, this will create a new invoice in QuickBooks. It goes through the scheduled payment lines and adds them as line items to the created invoice. You may change the destination folder in your connected Box account. When a new Donation is detected in Salesforce (you can set the time it searches for with 'Since'). Ends the recipe if the donation is Deleted Creates an invoice in QuickBooks with donor details from Salesforce»» Transfers each line item from Salesforce into the new invoice. You need the object 'Documents' in your Salesforce account. You would just need to specify the directory in which the file will be saved in Box. You should also have a Salesforce account and a Box account that is API enabled. Add your credentials in the connections section if you are not already connected to the apps. Go ahead and give it a try!

22 Sign up / Contact Us Get Started Now. Sign up below and get going with the Integrated Solution for Non-profit! Sign Up Now or, Sign In if you already have a Workato account. workato Connect with us! Support