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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Tapper Created" from Cardtapp.

Add your action

An action happens after the trigger—such as "Add Badge to Contact" in DonorDock.

You’re connected!

Zapier seamlessly connects Cardtapp and DonorDock, automating your workflow.

Supported triggers and actions

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.

Tapper Created
Triggers when a new Tapper is created.
Trigger
Instant
Try It
- Name
  Required
- Phone
- Tags
- E-Mail
- Send Share
- Note
- Lead Source
- Cobranded With
Action
Write
New Badge Added to Contact
Triggers when a new badge is added to a contact record.
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

Tapper Updated
Triggers when a new Tapper is updated.
Trigger
Instant
Try It
- Tapper External ID
  Required
Action
Search
Gift Batch Closed
Triggered when a gift batch is closed 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
- 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

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Cardtapp and DonorDock to integrate crucial parts of your business

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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate DonorDock on the Zapier blog

Make work flow with AI

Level up your Cardtapp to DonorDock integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Cardtapp

Retain customers, capture more referrals, and sell more with your own digital business card app from Cardtapp.

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About DonorDock

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

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