CRM ยท CONNECTIONManage FundraisingBox persons, communications, fundraising pages, projects, sources, tags and payment types, read donations, receipts, recurring payments and payouts, and start workflows from FundraisingBox webhooks.
Explore 73 workflow actions for FundraisingBox, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create a communication.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a fundraising page.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a payment type.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a person.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a person address.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a person email address.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a person instant messenger.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a person phone.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a person website.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a project.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a promotion code.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a source.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a tag.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a communication.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a donation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a donation receipt.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a fundraising page.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a payment type.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a person.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a person address.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a person email address.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a person instant messenger.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a person phone.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a person website.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a project.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a promotion code.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a recurring payment.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a source.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a tag.
A repeated request may repeat the external action. Review the previous result before retrying a write.
One communication.
One donation.
One donation receipt.
One fundraising page.
One payment type.
One payout.
One person.
One person address.
One person email address.
One person instant messenger.
One person phone.
One person website.
One project.
One promotion code.
One recurring payment.
One source.
One tag.
Invalidate a donation receipt.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Communications, 100 per page, newest first where documented; filter with the documented criteria.
Donation receipts, 100 per page, newest first where documented; filter with the documented criteria.
Donations, 100 per page, newest first where documented; filter with the documented criteria.
Fundraising pages, 100 per page, newest first where documented; filter with the documented criteria.
Payment types, 100 per page, newest first where documented; filter with the documented criteria.
Payouts, 100 per page, newest first where documented; filter with the documented criteria.
Persons, 100 per page, newest first where documented; filter with the documented criteria.
Projects, 100 per page, newest first where documented; filter with the documented criteria.
Promotion codes, 100 per page, newest first where documented; filter with the documented criteria.
Recurring payments, 100 per page, newest first where documented; filter with the documented criteria.
Sources, 100 per page, newest first where documented; filter with the documented criteria.
Tags, 100 per page, newest first where documented; filter with the documented criteria.
Transactions, 100 per page, newest first where documented; filter with the documented criteria.
Change a communication; the fields are those of Create communication.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a fundraising page; the fields are those of Create fundraising page.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a payment type; the fields are those of Create payment type.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a person; the fields are those of Create person.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a person address; the fields are those of Create person address.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a person email address; the fields are those of Create person email address.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a person instant messenger; the fields are those of Create person instant messenger.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a person phone; the fields are those of Create person phone.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a person website; the fields are those of Create person website.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a project; the fields are those of Create project.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a promotion code; the fields are those of Create promotion code.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a source; the fields are those of Create source.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a tag; the fields are those of Create tag.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in FundraisingBox. A saved workflow is not a completed provider action.
