CharityEngine Integrations
BetaPut CharityEngine to work with AI and enterprise-grade automation
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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.
- New Contacts
Triggers when a new contact is created.
Try ItTriggerPolling - NameRequired
- TypeRequired
- StatusRequired
- Location
- Start DateRequired
- End Date
- Description
- Coordinator Contact Id
- Coordinator Contact First Name
- Coordinator Contact Last Name
- Coordinator Contact Phone Number
- Coordinator Contact Email Address
- Participating Contact Id
- Participating Contact First Name
- Participating Contact Last Name
- Participating Contact Phone Number
- Participating Contact Email Address
- Assigned Contact Id
- Assigned Contact First Name
- Assigned Contact Last Name
- Assigned Contact Phone Number
- Assigned Contact Email Address
ActionWrite
- Minimum AmountRequired
Try ItTriggerPolling- Payment ConfirmedRequired
- Date
- Payment MethodRequired
- Amount
- Tax-Deductible Amount
- Description
- Check Number
- Check Date
- ECheck Type
- Contact Type
- Contact First Name
- Contact Last Name
- Contact Phone Number
- Contact Email Address
- Contact Address Street 1
- Contact Address Street 2
- Contact Address City
- Contact Address State/Province
- Contact Address Postal Code
- Contact Address Country
- Billing Address Street 1
- Billing Address Street 2
- Billing Address City
- Billing Address State/Province
- Billing Address Postal Code
- Billing Address Country
- Invoice Id
- Sustainer Id
- Pledge Id
- Membership Id
- Category Id
- Category NameRequired
- Response Channel Id
- Response Channel Name
- Initiative Id
- Initiative Name
- Initiative Audience Segment Id
- General Ledger Code Id
- General Ledger Code Name
- Fund Id
- Fund Name
- Tribute Id
- Tribute Name
- Event Id
- Event Name
- Custom Code 1
- Custom Code 2
- Custom Code 3
- Custom Code 4
- Custom Code 5
- Custom Code 6
- Custom Code 7
- Custom Code 8
- Donor Comment
ActionWrite
For builders
Let your AI safely access CharityEngine
Go beyond Zap workflows. Install Zapier in your AI to call CharityEngine actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
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Act in CharityEngine from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Work in code with the Zapier SDK
Expose CharityEngine actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a CharityEngine connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "charityengine", owner: "me" });
await zapier.runAction({
app: 'charityengine',
action: 'create_activity',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.










