Givebutter + Spektrix + Formatter by Zapier + Looping by Zapier + Filter by Zapier
Add new customers, orders, and donations to Spektrix from new GiveButter transactions
When a new transaction with a donation is made in GiveButter, this integration will attempt to find an existing customer or create a new customer in Spektrix, and then process an order with the corresponding donation(s). This will simplify your process, removing redundant importing work.
When a new transaction with a donation is made in GiveButter, this integration will attempt to find an existing customer or create a new customer in Spektrix, and then process an order with the corresponding donation(s). This will simplify your process, removing redundant importing work.
- When this happens...New Transaction
Triggers when a new transaction is created.
- automatically do this...Utilities
Various utilities like "choose value from list" or "look up in table" (with line-item support).
- then do this...Numbers
Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
- then do this...Fund: Find a Fund
Finds a Merchandise Item by name
- then do this...Basket: Create a New Basket
Creates a new empty Basket
- then do this...Basket: Add a Customer
Adds a Customer to a Basket
- then do this...Create Loop From Line Items
Creates a new Loop from line item(s). This is an advanced action!
- then do this...Basket: Add a Donation
Adds a Donation to a Basket
- then do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Basket: Add Payment Type
Adds a Custom Payment Type to Basket
- then do this!Basket: Confirm a Basket
Confirms a Basket once all required items have been added
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New Campaign
Triggers when a new campaign is created.
Try ItNew Transaction
Triggers when a new transaction is created.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Primary Email
Primary Phone
Primary Address Line 1
Primary Address Line 2
Primary Address City
Primary Address State
Primary Address Postal Code
Primary Address Country
Email
Type
Phone Number
Type
Address Line 1
Address Line 2
City
State
Country
Postal Code
Date of Birth
Company
Title
Twitter URL
LinkedIn URL
Facebook URL
Tags
Force Create
TransformRequired
