Create Salesforce records from new exported donations in Charidy.
When donations are exported in Charidy, create or update donor records in Salesforce.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Charidy Explore Charidy →
TriggersFires when a new donation, pledge or investment is recorded in Charidy.
Fires when a donor sets up a recurring gift in Charidy.
Fires when a fundraising campaign or round in Charidy hits its goal.
Creates or updates a donor or investor record in Charidy.
Sends a donation receipt via Charidy.
Starts a new fundraising campaign in Charidy.
Salesforce Explore Salesforce →
TriggersFires when a new contact or lead is added to Salesforce.
Fires when a field on a contact changes in Salesforce.
Fires when a deal, case or record moves to a new stage in Salesforce.
Fires when a deal is marked won in Salesforce.
Creates or updates a contact in Salesforce.
Creates a new deal in Salesforce.
Moves a deal or record to a new stage in Salesforce.
Logs a call, email, or note against a record in Salesforce.
Common questions
Can Knit build “Create Salesforce records from new exported donations in Charidy.” between Charidy and Salesforce?
Yes — describe it in the box above and Knit's Integrations Agent researches Charidy and Salesforce's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.