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Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Update Coupon
Updates an existing Coupon.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Customer
Updates an existing Customer.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Order Note
Creates a new Order Note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Product
Creates a new Product or Variation.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Product Stock Quantity
Manage the stock quantity and stock status of an existing Product or Variation by SKU or ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Subscription
Creates a new Subscription.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Subscription
Updates an existing Subscription.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update User Membership
Updates an existing User Membership.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Find Coupon
Finds a Coupon by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Membership Plan
Finds a Membership Plan by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Order
Finds an Order by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Subscription Note
Finds a Subscription Note by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find User Membership
Finds a User Membership by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find or Create Customer
Finds a Customer by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Order
Finds an Order by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Subscription Note
Finds a Subscription Note by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create User Membership
Finds a User Membership by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - New Transaction Payment
Triggers for each donation, pledge payment, and recurring donation when a new transaction is created. Use this to trigger for each payment in a split payment.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Channel
- Purpose
- Constituent
- User
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- TypeRequired
- Suffix
- Informal Name
- Formal Name
- Envelope Name
- Recognition Name
- Gender
- Birthdate
- Employer
- Job Title
- Facebook Page
- Twitter Handle
- LinkedIn Page
- Website
- Preferred Communication Channel
- Communication Restrictions
- Email Interest Type
- Custom Email Interests
- Primary Address Type
- Primary Address Street
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Primary Email Type
- Primary Email
- Primary Phone Type
- Primary Phone
- Primary Phone Extension
- Household
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConstituentRequired
- DateRequired
- SubjectRequired
- PurposeRequired
- ChannelRequired
- Initiated by Constituent?
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConstituentRequired
- Status
- Title
- Organization Name
- First Name
- Middle
- Last Name
- Suffix
- Informal Name
- Formal Name
- Envelope Name
- Recognition Name
- Gender
- Birthdate
- Employer
- Job Title
- Facebook Page
- Twitter Handle
- LinkedIn Page
- Website
- Email Interest Type
- Email Interest Update Reason
- Custom Email Interests
- Primary Address Type
- Primary Address Street
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Primary Email Type
- Primary Email
- Primary Phone Type
- Primary Phone
- Primary Phone Extension
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
- Suffix
- Informal Name
- Formal Name
- Envelope Name
- Recognition Name
- Gender
- Birthdate
- Employer
- Job Title
- Facebook Page
- Twitter Handle
- LinkedIn Page
- Website
- Preferred Communication Channel
- Communication Restrictions
- Email Interest Type
- Custom Email Interests
- Primary Address Type
- Primary Address Street
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Primary Email Type
- Primary Email
- Primary Phone Type
- Primary Phone
- Primary Phone Extension
- Household
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Create Coupon
Creates a new Coupon.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Customer
Creates a new Customer.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Order
Creates a new Order.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Order
Updates an existing Order.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Product Price
Manage the regular price or sale price of an existing Product or Variation by SKU or ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Product
Updates an existing Product or Variation.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Subscription Note
Creates a new Subscription Note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create User Membership
Creates a new User Membership.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Find Customer
Finds a Customer by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Order Note
Finds an Order Note by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Product
Finds a Product or Variation by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Subscription
Finds a Subscription by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find or Create Coupon
Finds a Coupon by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Order Note
Finds an Order Note by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Product
Finds a Product or Variation by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Find or Create Subscription
Finds a Subscription by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found - Channel
- Purpose
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Type
- Minimum Amount
- Maximum Amount
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- ConstituentRequired
- DateRequired
- MethodRequired
- Designation Notes
- Check Number
- Check Date
- Credit Card Type
- Credit Card Last Four Digits
- Credit Card Expiration Month
- Credit Card Expiration Year
- Eft Account Type
- Eft Last Four Digits
- Eft Routing Number
- In Kind Description
- In Kind Type
- In Kind Market Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConstituentRequired
- ChannelRequired
- UserRequired
- Due DateRequired
- SubjectRequired
- PurposeRequired
- Note
- Send Notifications?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
ActionThis is an event a Zap performs.SearchFind existing data in your app