How to connect DonorDock to Albato

DonorDock: Streamline your fundraising efforts with automation
DonorDock
·
8/6/2024
·
3 min. read

DonorDock is a comprehensive donor management system designed to simplify the way you handle donations, engage with donors, and manage fundraising events. With its user-friendly interface and robust feature set, DonorDock helps nonprofits stay organized and focused on their mission.

By integrating DonorDock with Albato, you can automate data transfer between your apps, ensuring your donor information is always up-to-date, saving you time and reducing the risk of manual errors. This seamless integration allows you to focus on what truly matters—building strong relationships with your donors and making a greater impact.

Available Trigger:

Triggers are events that trigger an automation. All triggers run in real time; that is, data is transferred the moment the event occurs.

  • New contact created
  • Contact added to marketing list
  • New badge added to contact
  • New campaign created
  • New appeal created
  • New fund created
  • New gift created
  • Gift batch closed
  • New activity created
  • New event attendance record created

Available Actions

Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.

  • Create contact
  • Update contact
  • Find contact
  • Add a contact to a marketing list
  • Add a badge to a contact
  • Remove a badge from a contact
  • Create a new campaign
  • Send email template
  • Create a new activity
  • Find activity
  • Create a new appeal
  • Create a new fund
  • Create a new event attendance record
  • Create a new gift
  • Get a single gift batch by ID

Before setting up automations with DonorDock, connect the app to Albato.

To do this, go to the Apps section and click the Add a connection button.

Example.png

Select the app and click the Add a connection button.

DonorDock.png

Enter the required parameters and click the Continue button.

DonorDock (1).png

Sign in to your DonorDock account to get all the parameters you need.

Click on the Action menu button and go to the Integrations tab.

DonorDock (2).png

Come up with a name for your API key and click the Generate button.

DonorDock (3).png

Copy your API key and API Secret. Paste the values into the appropriate fields on the Albato connection page.

DonorDock (4).png

You will need to contact DonorDock support to obtain the X-tenant ID.

Paste the X-tenant ID and click the Continue button.

DonorDock (5).png

The connection is ready!


DonorDock

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