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Connect Docupilot to Donately and automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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How Zapier works

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

Select a trigger from Docupilot

A trigger is an event that starts your Zap and runs the workflow."
A trigger is the event that kicks off your automated workflow.

Setup an action from Donately

An action is what takes place after the automation is triggered.
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Docupilot to Donately

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

Connect Docupilot and Donately 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.

Connect Docupilot and Donately to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
Start here
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Start here
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Choose an Action

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.

    • Document
      Required
    • Provide Download URL Link?
    Action
    Write
  • Donately triggers, actions, and search
    New Donation

    Triggers when a new donation is created in your Donately account.

    Trigger
    Instant
    Try It
  • Donately triggers, actions, and search
    New Fundraiser

    Triggers when a new fundraiser is created in your Donately account.

    Trigger
    Instant
    Try It
  • Donately triggers, actions, and search
    Recurring Plan Failure

    Triggers when an existing recurring plan fails to run

    Trigger
    Instant
    Try It

Automate Donately: get inspired on the Zapier blog

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About Docupilot
Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.
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Related categories
  • Documents
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About Donately
Donately makes online donations dead simple and provides a space for non-profits to manage their donors and online giving activity with ease.
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