Automate Your Workflows With Raiser's Edge NXT And Workato

Steve Stegelin

Similar to the recent Raiser's Edge NXT for Outlook add-in, you can use the Raiser's Edge NXT app integration with Workato to connect to other applications and automate your fundraising workflows.

 
With Workato's Raiser's Edge NXT app integration, you can connect your database to the other applications at your organization, such as Salesforce, Google Sheets, MailChimp, or Eventbrite. By connecting these apps and using Workato's callable recipes, you can automatically:

• Create constituents in Raiser's Edge NXT based on records added in another application, and vice versa.
• Sync details about your constituents — such as their contact information and custom fields — across applications.
• Push data through cloud storage apps like Dropbox, or to survey tools like SurveyMonkey.

Admins! To enable others at your organization to install the app integration, first connect it in Control Panel, Applications. Under Available apps, browse to Workato and select Connect. Once enabled, people at your organization can then start a free trial of the app integration.

Elly Snyder

Hello,

Does anyone know if Workato can connect Raiser's Edge NXT with Classy?