Instrumentl

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Trevor Ackerman

Learn about the different integrations we offer to reduce duplicate efforts and streamline communication 

Integrations

Learn how to sync Instrumentl deadlines & tasks to Apple, Outlook, or Google Calendar to streamline your grant workflow

Calendar Integration

A step-by-step guide to sync your Instrumentl Calendar to Google Calendar

How to set up your Google Calendar Integration

A step-by-step guide to sync your Instrumentl deadlines to Outlook Calendar

How to set up your Outlook Calendar Integration

A step-by-step guide to sync your Instrumentl deadlines to Apple Calendar

How to set up your Apple Calendar Integration

A simple guide for Collaborators — seamlessly sync Instrumentl task reminders to your calendar!

Calendar Setup for Collaborators

Learn how our Calendar Integration works and how to get started

Calendar integrations

Learn how to set up and manage CRM integrations

CRM integrations

Sync Instrumentl data to your donor management platform to enrich your team's fundraising insights

Raiser's Edge NXT Integration setup guide

Dive into the details on mapping Instrumentl data to fields in RENXT

Mapping fields to Raiser's Edge NXT

Learn how our Raiser's Edge NXT Integration works and how to get started

Raiser's Edge NXT integration

Learn how to configure the Virtuous integration to sync your grant-tracking data from Instrumentl to your donor management system

Virtuous integration setup guide

Dive into further detail on mapping fields from Instrumentl to Virtuous

Mapping fields to Virtuous

Learn how our Virtuous Integration works and how to get started

Virtuous integration

Learn how to save time & sync your funding data to your donor management system

Salesforce integration guide

Learn how our Salesforce Integration works and how to get started

Salesforce integration

Troubleshooting error messages when syncing records to Salesforce, Raiser's Edge NXT & Virtuous

Explanation of CRM Integration Error Codes

All about Instrumentl's Salesforce, Raiser's Edge NXT & Virtuous Integrations!

CRM integration error codes

Learn how to set up the Sage Intacct integration for Instrumentl Spenddown.

How to connect Sage Intacct to Instrumentl Spenddown

Learn how to set up the QuickBooks Online integration for Instrumentl Spenddown.

How to connect QuickBooks Online to Instrumentl Spenddown

Learn how to set up the Financial Edge NXT integration for Instrumentl Spenddown.

How to connect Blackbaud Financial Edge NXT to Instrumentl Spenddown

Learn how you can keep your financial & accounting data organized!

Accounting integrations

Learn how to connect your Instrumentl account to Claude and use AI to explore, filter and analyze your grant matches in real time

Instrumentl Claude connector

Enrich your nonprofit's system with Instrumentl's grant & funder data

API integration

AI & developer integrations

Create a custom design with text, images, and links

Instrumentl Home

Browse Grants

About Instrumentl

System Status

Tracker

Customer Events

Find answers and get help from Intercom Support and Community Experts

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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