Anedot Instant Integration
*Note: this new integration does not pull any new donations prior to this setup. If you had donations prior to this, you’ll need to do a one-time import into ContactDrive.
Step One: Setting up the Webhook URL
- Log into Contact Drive
- In the top right corner, click on the drop down arrow next to your username and click on Account Settings.
- Click on the Integrations tab.
- On Anedot Instant, click Add Integration.
- On the pop up dialog box, you will see instructions on how to complete the setup.
- After completing the steps below, you’ll need to copy and paste the Webhook URL into Anedot.
Step Two: Create the Anedot Connection
- In a new tab in your web browser, log into your Anedot account.
- Go to Settings, then Integrations.
- Click on New Connection.
- Search integrations for “Webhook.”
- Select the toggle for Action Pages.
- Click the drop down arrow and click “All action pages.”
- Enter ContactDrive as the name field.
- Paste the Webhook URL from ContactDrive into the URL field.
- Leave the Template code box blank.
- Verify the checkbox for Integration enabled is selected.
- Verify the checkbox for Donation Completed is selected.
- No other checkboxes should be selected.
- Click the Save button.
You did it! Donations should begin appearing in ContactDrive. *Note: this new integration does not pull any new donations prior to this setup. If you had donations prior to this, you’ll need to do a one-time import into ContactDrive.