BetterUnite + DonorDock

BetterUnite + DonorDock integrations

Create new DonorDock contacts from new payments in BetterUnite

When a new payment is registered in BetterUnite, this workflow promptly creates a corresponding contact in DonorDock. This ensures that donor information is efficiently tracked and managed, making your fundraising efforts more organized and effective. Reduce time spent on manual data entry and instead focus on building and nurturing donor relationships.

When this happens...
New PaymentTriggers when a payment is added.
TriggerInstant
automatically do this!
Create ContactCreates a new Contact in DonorDock.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with BetterUnite and DonorDock

Discover other triggers and actions you can use with BetterUnite and DonorDock

Campaigns
Shows all campaigns.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Campaign
Trigger
Instant
Try It
Recurring Payment Issue
Triggers when a recurring payment is declined.
Trigger
Instant
Try It
Gift Batch Closed
Triggered when a gift batch is closed in DonorDock.
Trigger
Polling
Try It

Contact Added to Marketing List
Triggers when a contact is added to a marketing list.
Trigger
Polling
Try It
New Appeal Created
Triggers when a new appeal is created.
Trigger
Polling
Try It

New Contact Created
Triggers when a new contact is added to DonorDock.
Trigger
Polling
Try It
New Gift Created
Triggers when a new gift is created.
Trigger
Polling
Try It
- Badge Name
  Required
- Contact ID
- Account Number
- Email
Action
Write
- Name
  Required
- Description
- Start Date
- End Date
- Appeal Type
Action
Write
- First Name
- Last Name
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Province
- Postal Code
- Country
- Email
- Type
- Mobile Phone
- Main Phone
- Deceased
- Description
- Date of Birth
- Do Not Solicit
- Organization Name
- Salutation
- Addressee
- Integration ID
- Owner
- Badges
- Marketing Lists
Action
Write
- Donor ID
- Donor Account Number
- Email
- Gift ID
- Transaction Type
  Required
- Received Amount
  Required
- Date
  Required
- Status
  Required
- Soft Credit Amount
- Pledged Amount
- Payment Type
- Nondeductible Amount
- Fee Amount
- Fees Covered By Donor
- Payment ID
- Campaign Name
- Appeal Name
- Tribute Description
- Fund Account Number
- Fund Name
- Payment Description
- Desposit Date
- First Name
- Last Name
- Address Line 1
- Address Line 2
- Address Line 3
- Postal Code
- City
- State/Province
- Country
- Mobile Phone
- Main Phone
- Deceased
- Salutation
- Addressee
- Description
- Date of Birth
- Do Not Solicit
- Organization Name
- Tracking Code
- Send Receipt
- Gift Tags
Action
Write
- Marketing List Name
  Required
- Contact Id
- Account Number
- Email
Action
Write
- Contact ID
- Account Number
- Member ID
- Email Address
- Phone Number
Action
Search
- Integration ID
- Account Number
- Member ID
- Email
- Phone Number
- First Name
- Last Name
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Province
- Postal Code
- Country
- Type
- Mobile Phone
- Main Phone
- Deceased
- Description
- Date of Birth
- Do Not Solicit
- Organization Name
- Salutation
- Addressee
- Owner
- Badges
- Marketing Lists
Action
Search or write

New Campaign Launch
Triggers when a campaign is launched.
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated.
Trigger
Instant
Try It
- Campaign
Trigger
Instant
Try It
New Badge Added to Contact
Triggers when a new badge is added to a contact record.
Trigger
Polling
Try It
Gift Updated
Triggers when a gift is updated in DonorDock
Trigger
Polling
Try It
New Activity Created
Triggers when a new activity is created in DonorDock.
Trigger
Polling
Try It
New Campaign Created
Triggers when a new campaign is created.
Trigger
Polling
Try It
New Fund Created
Triggers when a new fund is created.
Trigger
Polling
Try It
Contact Updated
Triggers when a contact is updated in DonorDock.
Trigger
Polling
Try It
- Type
- Contact Account Number
- Contact ID
- Contact Email
- Status
- Assigned User Email
- Subject
  Required
- Body
- Priority
- Contact Name
- Due Date
- Scheduled Date
  Required
- Completed By
- Completed Date
- Completion Notes
- Location
- Campaign
- Appeal
- Volunteer Hours
- Add to Action Board
Action
Write
- Name
  Required
- Description
- Start Date
- End Date
Action
Write
- Name
  Required
- Description
- GL Account Number
Action
Write
- Donor ID
- Donor Account Number
- Email
- Pledged Total
  Required
- Pledge Payment Interval
  Required
- Number of Installments
  Required
- Start Date
  Required
- Notes
- Campaign Name
- Appeal Name
- Fund Name
- First Name
- Last Name
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Province
- Postal Code
- Country
- Mobile Phone
- Main Phone
- Deceased
- Salutation
- Addressee
- Date of Birth
- Do Not Solicit
- Organization Name
Action
Write
- Template Name
  Required
- Subject
  Required
- From Email
  Required
- Contact ID
- Contact Email
- Contact Account Number
- Integration ID
Action
Write
- Contact ID
- Integration ID
- Account Number
- Member ID
Action
Search

About BetterUnite

BetterUnite is a unified fundraising, event management, and donor management platform for nonprofits.

HelpHelp

Related categories

Event Management

About DonorDock

DonorDock is a CRM designed for small nonprofits that helps you raise more money in less time.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create gifts in DonorDock for new payments in BetterUnite

Related Zap Templates

Create gifts in DonorDock for new payments in BetterUnite