Connect humanitix and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Attendes
New Event
New Order
Choose an Action
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Attendes
Triggers on every attendee created on an order. Use this trigger if you want to collect customer information on the ticket level.
New Event
Triggers when a new event is created in your account.
New Order
Triggers when a new order is made in one of your events. This includes just the high level order information
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Do thisActions
Action is the task that follows automatically within your humanitix integrations.
Search Event
Search for any current Event by Id.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead To Campaign
Adds an existing lead to an existing campaign.
Create Attachment
Creates a new attachment (max 25MB).
Create Contact
Creates a new contact.
Create Note
Creates a new note and links it to a parent record
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Frequently Asked Questions
To start, connect both your humanitix and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in humanitix triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how humanitix data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.
The data sync between humanitix and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between humanitix and Salesforce. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About humanitix
Humanitix is a platform that revolutionizes event management by transforming booking fees into charitable donations. It offers a seamless experience for event organizers to manage ticketing, registrations, and donations, while supporting various social causes. With a focus on making a positive impact, Humanitix is ideal for those who want to combine event management with philanthropy.
Learn MoreAbout Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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