ClickUp + OpenFundraise

ClickUp + OpenFundraise integrations

Create ClickUp tasks for new recurring donations in OpenFundraise

Keep recurring donor follow-up organized in ClickUp. When a new recurring donation is completed in OpenFundraise, Zapier creates a task so your team can manage stewardship and monthly giving workflows.

When this happens...
New Recurring DonationTriggers when a completed recurring OpenFundraise donation is created, including donor, campaign, amount, and subscription details.
TriggerPolling
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with OpenFundraise and ClickUp

Discover other triggers and actions you can use with OpenFundraise and ClickUp

- Campaign ID
- Since
- Include Test Donations
- Limit
Trigger
Polling
Try It
- Search
- Since
- Limit
Trigger
Polling
Try It
- Donation ID
  Required
Action
Search
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It

- Workspace
  Required
Trigger
Instant
Try It
- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
Try It

- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
Action
Search

- Campaign ID
- Since
- Include Test Donations
- Limit
Trigger
Polling
Try It
- Supporter
  Required
- Note
  Required
- Visibility
- Pinned
Action
Write
- Search
  Required
Action
Search
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Name
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- List Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- Workspace
  Required
Action
Write
- Name
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

Learn moreLearn moreHelpHelp

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About OpenFundraise

OpenFundraise is a fundraising platform for nonprofits to manage donations, campaigns, supporters, recurring giving, and donor engagement.

HelpHelp

Related categories

Beta

Fundraising

Related Zap Templates

Create ClickUp tasks for new OpenFundraise donations

Create ClickUp tasks for new or updated OpenFundraise supporters