STEP 1
Connect Donorbox and Workiva
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Donorbox and Workiva Integration
Build finance workflows between Donorbox and Workiva on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Donorbox and Workiva
Detailed info you need to know about Donorbox and Workiva integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Donorbox to Workiva
Set up your Donorbox and Workiva integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Donorbox and Workiva nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Donorbox and Workiva. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Donorbox and Workiva work in WEXTL?
WEXTL exposes actions and triggers for Donorbox and Workiva that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Donorbox triggersWorkiva actions
Donorbox modules
- List CampaignsRetrieves a list of campaigns.
- List DonationsRetrieves a list of donations.
- List DonorsRetrieves a list of donors.
- List EventsRetrieves a list of events.
- List PlansRetrieves a list of recurring donation plans.
- List PurchasesRetrieves a list of event ticket purchases.
- List TicketsRetrieves a list of event tickets.
- Make an API CallPerforms an arbitrary authorized API call.
- Watch Campaign CreatedTriggers when a campaign is created.
- Watch Campaign UpdatedTriggers when a campaign is updated.
- Watch Donation Chargeback CreatedTriggers when a donation chargeback is opened.
- Watch Donation Chargeback LostTriggers when a donation chargeback is lost.
- Watch Donation Chargeback WonTriggers when a donation chargeback is won.
- Watch Donation CreatedTriggers when a donation is created.
- Watch Donation UpdatedTriggers when a donation is updated.
- Watch Donor CreatedTriggers when a donor is created.
- Watch Donor UpdatedTriggers when a donor is updated.
- Watch New CampaignsTriggers when a new campaign appears.
- Watch New DonationsTriggers when a new donation appears.
- Watch New DonorsTriggers when a new donor appears.
- Watch New EventsTriggers when a new event appears.
- Watch New PlansTriggers when a new recurring plan appears.
- Watch New PurchasesTriggers when a new ticket purchase appears.
- Watch New TicketsTriggers when a new ticket appears.
- Watch Plan CreatedTriggers when a recurring plan is created.
- Watch Plan UpdatedTriggers when a recurring plan is updated.
- Watch Purchase Chargeback CreatedTriggers when a purchase chargeback is opened.
- Watch Purchase Chargeback LostTriggers when a purchase chargeback is lost.
- Watch Purchase Chargeback WonTriggers when a purchase chargeback is won.
- Watch Purchase CreatedTriggers when a ticket purchase is created.
- Watch Purchase UpdatedTriggers when a ticket purchase is updated.
- Watch Ticket CreatedTriggers when a ticket is created.
- Watch Ticket UpdatedTriggers when a ticket is updated.
Workiva modules
- Create a FileCreates a new file.
- Create a GroupCreates a new group in a workspace.
- Create a RecordCreates a new record in the database or specified service.
- Create a SectionCreates a new section in a document.
- Create a TaskCreates a new task.
- Create an Organization UserCreates a new organization user.
- Create Record EditsCreates new edits for a record.
- Delete a RecordDeletes a single record.
- Delete a SectionDeletes a single section.
- Delete a TaskDeletes a single task.
- Export a DocumentInitiates a document export.
- Get a DocumentRetrieves a single document.
- Get a FileRetrieves a single file from the service.
- Get a RecordRetrieves a single record from the database.
- Get a SectionRetrieves a single section.
- Get a TaskRetrieves a single task from the service.
- Get DocumentsRetrieves a list of documents.
- Get FilesRetrieves a list of files.
- Get Organization UsersRetrieves all users in an organization.
- Get RecordsRetrieves a list of records from the service.
- Get SectionsRetrieves a list of sections in a document.
- Get TasksRetrieves a list of tasks.
- Import a FileInitiates a file import.
- Make an API CallPerforms a custom API request.
- Update a FilePartially updates a single file.
- Update a Member in a GroupUpdates a member in a group with new information.
- Update a RecordUpdates a single record in the service.
- Update a SectionPartially updates a single section.
- Update a TaskPartially updates a single task.
- Watch DocumentsTriggers when a new document is available.
- Watch FilesTriggers when a file is created, updated, or deleted.
- Watch TasksTriggers when there are new or updated tasks.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Donorbox and Workiva integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Donorbox and Workiva.
Connect your Donorbox and Workiva accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Donorbox's "Watch Campaign Created" fires, WEXTL can "Create a File" in Workiva. Donorbox has 25 triggers (including Watch Campaign Created, Watch Campaign Updated, and Watch Donation Chargeback Created); Workiva has 29 actions (including Create a File, Create a Group, and Create a Record). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Donorbox-to-Workiva automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Donorbox (or Workiva) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Donorbox + Workiva automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Donorbox and Workiva integration.
- Donorbox and Workiva integration source code, module specs and credentials implementation.
- Our Donorbox and Workiva integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Donorbox and Workiva — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Donorbox integration information
- Workiva integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library