Skip to content

Connect CharityEngine and Jotform to power AI-driven automation

  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 9,000+ apps, 450+ AI tools
  • Free tier available
Choose a Trigger
Choose an Action
Get started free
Integrate for free
Google Logo Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate CharityEngine with Jotform - no code necessary. See how you can get setup in minutes.

100%
Help
CharityEngine logo
CharityEngine
CharityEngine logo
CharityEngine
1. Choose trigger event
Jotform logo
Jotform
Jotform logo
Jotform
2. Choose action
CharityEngine logo
1. Select the event
Setup
Test
CharityEngine logo
CharityEngine
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contacts" from CharityEngine.

Add your action

An action happens after the trigger—such as "Assign Form" in Jotform.

You’re connected!

Zapier seamlessly connects CharityEngine and Jotform, 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.

  • CharityEngine triggers, actions, and search
    New Contacts

    Triggers when a new contact is created.

    Trigger
    Polling
    Try It
    • Name
      Required
    • Type
      Required
    • Status
      Required
    • Location
    • Start Date
      Required
    • 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
    Action
    Write
    • Form
      Required
    Trigger
    Instant
    Try It
    • Select a form
      Required
    • Asignee email
      Required
    • Invitation Message
    • Assignee Permission
    Action
    Write
    • Minimum Amount
      Required
    Trigger
    Polling
    Try It
    • Payment Confirmed
      Required
    • Date
    • Payment Method
      Required
    • 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 Name
      Required
    • 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
    Action
    Write
    • Document
      Required
    Trigger
    Polling
    Try It
    • Select a form
      Required
    • Assignee email
      Required
    • Invitation Message
    • Prefilled Field Permissions
    Action
    Write

For AI agents & developers

Use CharityEngine and Jotform with AI agents and code

Beyond Zap workflows. Call CharityEngine and Jotform actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose CharityEngine and Jotform actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

  • Create Activity
  • Assign Form

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP
Typescript

Call from code with the Zapier SDK

Trigger CharityEngine and Jotform actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* charityengine / jotform action */ });
Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Connect CharityEngine and Jotform 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.
An illustration representing how to automate lead management with Zapier.

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.
An illustration representing how to measure campaign impact with Zapier.

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.
An illustration representing how to automate customer support with Zapier.

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.
An illustration representing how to move and manage data with Zapier.

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Jotform on the Zapier blog

Make work flow with AI

Level up your CharityEngine to Jotform integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Illustration of AI enhancing Zapier workflows with automation and app integrations.
charityengine logo
charityengine logo
About CharityEngine
CharityEngine is a complete CRM, fundraising, payments, and advocacy platform for nonprofits.
HelpHelp
Related categories
CRM (Customer Relationship Management)
jotform logo
jotform logo
About Jotform
The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn moreLearn moreHelpHelp
Related categories
Forms & Surveys
Similar apps
Wufoo integrationsWufoo integrations
Wufoo
Forms & Surveys
Formstack integrationsFormstack integrations
Formstack
Forms & Surveys
Typeform integrationsTypeform integrations
Typeform
Forms & Surveys

Connect CharityEngine to Jotform on the world's largest no-code automation platform

Google Logo Sign up with Google