Raiser’s Edge NXT
Workato
Connect SysAid with Raiser's Edge NXT Via our embedded Workato offering to streamline your IT workflows and automations.
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Overview
Connect SysAid to Raiser’s Edge NXT to automate end-to-end workflows that reduce manual work and improve cross-team collaboration.
Build precisely the integration you need—entirely within SysAid, using a no-code, drag-and-drop experience to listen to events, invoke supported actions, and exchange and transform data with custom logic, configurable mappings, field-level enrichment, and real-time or scheduled execution.
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Key capabilities
- Configurable mappings, transformations, and field-level enrichment for precise data sync.
- Real-time or scheduled automation with conditional logic and multi-step sequences.
- Built-in monitoring, retries, and permissions—managed in SysAid.
- Utilize the below triggers and actions in the integration you build.
Popular use cases
You can customize to fit you specific needs
Available triggers and actions in Raiser’s Edge NXT
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Triggers
- New address
- New appeal
- New campaign
- New constituent
- New email
- New fund
- New gift
- New online presence
- New or updated address
- New or updated appeal
- New or updated campaign
- New or updated constituent
- New or updated fund
- New or updated gift
- New phone
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Actions
- Custom action
- Add custom field to constituent
- Create address
- Create communication preferences
- Create constituent
- Create constituent code
- Create email
- Create online presence
- Create phone
- Delete address
- Delete email
- Delete online presence
- Delete phone
- Get addresses
- Get appeal details
- Get campaign details
- Get constituent details
- Get custom fields by appeal ID
- Get custom fields by campaign ID
- Get custom fields by constituent ID
- Get custom fields by fund ID
- Get custom fields by gift ID
- Get email addresses
- Get fund details
- Get gift details
- Get phones
- Search constituent
- Search constituent code
- Search online presence
- Update address
- Update communication preferences
- Update constituent
- Update constituent code
- Update custom field in constituent
- Update email
- Update online presence
- Update phone
Available triggers and actions in SysAid
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Triggers
- Add Activity to a Service Record
- Add Agent to Groups
- Add End User to Groups
- Add a Note to a Service Record
- Convert Agent to End User
- Convert End User to Agent
- Create a New Agent
- Create a New Asset
- Create a New Attachment
- Create a New End User
- Create a New Group
- Create a Service Record
- Delete Agent
- Delete Asset by ID
- Delete End User
- Delete a Service Record
- Generates a Presigned URL for an Attachment Upload
- Get Agent by ID
- Get Asset by ID
- Get Category Hierarchy
- Get End User by ID
- Get Group Members
- Get Group by ID
- Get Indexes
- Get List of Agents
- Get List of Assets
- Get List of CIs
- Get List of Companies
- Get List of End Users
- Get List of Groups
- Get Service Record Template by ID
- Get Service Record Template by Service Record ID
- Get Service Record's Action Items
- Get a Service Record by ID
- Remove Agent from Groups
- Remove End User from Groups
- Resolve a Service Record
- Search Service Records by Specific Parameters
- Send a Message from a Service Record
- Update Agent Details
- Update End User Details
- Update Service Record Details
- Update an Asset
- Updates An Action Item Status
- Build your own SysAid Public API action with a HTTP request
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Actions
- Create ticket from events
- Update ticket details, attachments, or comments
- Add notes/comments to keep conversations aligned
- Change status and assignments automatically
- Service Record Created (Real-time)
- Service Record Updated (Real-time)
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