Workato is key in bringing the Intacct Dashboards to life by pulling in important metrics and revenues from Salesforce and 100+ other applications automatically. Data transfer is all fully automated and done in almost real-time, so you don’t have to worry about keeping your systems in sync.
Automatically collect key metrics such as donor or donation information in Salesforce and then create a new statistical journal entry in Intacct to get updated information into the Digital Board Book for Fundraising:
1. Automatically aggregate the metric you are looking to track
2. Automatically do comparisons with the required metrics and update the statistical journal entry information in a Salesforce custom object
3. Create the statistical journal entry in Intacct to feed data into the Digital Board Book for Fundraising.
Workato provides you with the integration templates for syncing your Salesforce data with Intacct, and you can easily calculate and track any metrics unique to your company. The integration flows (we call them recipes) also requires the creation of a couple of custom objects in Salesforce. Request for more info above!
Cut down admin costs and eliminate costly data errors from duplicative data entry.
Gain a 360-degree view of prospects, donors, employees and financial data across your Salesforce and Intacct by automating data feeds into the Intacct Digital Board Book for Fundraising.
Make quicker and more sound strategic decisions with instant access to the detailed metrics, leading into increased revenues.
With our drag-and-drop interface, we make it super easy for anyone to create integrations. No coding needed!
Spend less time on tedious administrative tasks so you can have more attention and energy on your core mission.
NIL, Intacct Web Services
$499/month for Professional edition
Workato is an award-winning cloud automation and integration platform with enterprise-grade capabilities and no coding required. Workato seamlessly integrates with over 150 business applications and enables task automation across all those apps. The team comes from a deep background in building integration products and will continue to expand and change the automation and integration space.