Donately Integrations

Want to be able to sift through your Donately contributions with your own tools? Activate this Zap and we'll provide an automated export and backup solution, adding a new row on Google Sheets with all the necessary information for each new donation received on Donately after that.

How It Works

1. A new donation is made on Donately
2. Zapier automation creates a new row on Google Sheets

What You Need

• Donately account
• Google Sheets account

Take a new donor from Donately and automatically add them to a Constant Contact list. From there, you can set automated emails, schedule follow up emails and manage your communications all from within Constant Contact.

Note: This will not automatically import existing donors. That will need to be done manually from a donor export inside donately's admin panel.

How It Works

1. A donation is made via Donately
2. That person is added to the Constant Contact list you specify

What You Need

• Donately account
• Constant Contact account

Building a relationship with donors is an extremely important thing. Using Zapier to connect Donately and Salesforce together, donation information can be sent over to Salesforce and contacts can be created for you in real time. Spend more time getting to know your donors and less time worrying about manually entering their information into other apps.

How It Works

1. A donor makes a donation to your Donately account
2. Zapier adds that donor to Salesforce CRM as a contact

What You Need

• Donately account
• Salesforce account

Everyone loves to be recognized for their charitable giving. What better way to say thank you than to send a public appreciation out via Twitter? When a donation of a set size is collected, Zapier will generate a thank you message and post it to your Twitter account to show your appreciation.

Note: Messages typically don't include the actual dollar amount of the donation and shouldn't include anonymous donors when they have requested not to be credited with their gift.

How It Works

1. A donor makes a donation to your Donately account
2. Zapier creates and sends a Twitter message thanking that donor for their contribution

What You Need

• Donately account
• Twitter account

Mailing handwritten cards is a very effective (and critical) tool for donor retention. You can use Zapier to do this automatically whenever you receive a donation using Donate.ly Just set up this Donate.ly-Thankster integration, and a handwritten card will be created and mailed to donors automatically as soon as Donate.ly sees the donation..

How It Works

1. A donation is received via Donate.ly
2. Zapier passes the mailing address from that donor to Thankster, along with the text of the message you type in the Zap
3. Thankster turns that into a card that uses natural looking handwriting and puts it in the mail

What you'll need

• Donate.ly account
• Thankster account

Want to leverage Mandrill's transactional email for your incoming donations? Activate this Zap and the whole thing will be automated according to your settings. A Mandrill email template will then be sent out with all the chosen information for every new donation you receive on Donately from then on, making sure your patrons know you appreciate them.

How It Works

1. A new donation is made on Donately
2. Zapier automation sends a template email from Mandrill

What You Need

• Donately account
• Mandrill account

Need to follow up with your Donately users? Whether you're looking for further donations or other contributions, we can help keep things organized on Salesforce for you if you set up this automation. It will then trigger whenever a new donation is received on Donately, adding a new opportunity to Salesforce for every one so you can start your workflows immediately.

How It Works

1. A new donation is made on Donately
2. Zapier automation creates an opportunity on Salesforce

What You Need

• Donately account
• Salesforce account

Building a relationship with donors is an extremely important thing. Using Zapier to connect Donately and Insightly together, donation information can be sent over to Insightly and contacts can be created for you in real time. Spend more time getting to know your donors and less time worrying about manually entering their information into other apps.

How It Works

1. A donor makes a donation to your Donately account
2. Zapier adds that donor to Insightly CRM as a contact

What You Need

• Donately account
• Insightly account

Everyone loves the feeling of opening up a handwritten card in the mail. With this automation between Zapier and Thankster, you'll be able to delight your customers without letting your productivity suffer. Once it's been set up, a handwritten card will be created and mailed out from Thanksters whenever there is a new donation on Donately.

Note: You can create a card template beforehand in Thankster (pick out your own unique style), or choose a generic card when you create your Zap.

How It Works

1. There is a new donation on Donately
2. Zapier sends a Thankster card to your donor

What You Need

• Donately account
• Thankster account

Campaigns always have a lot of moving parts. If you like Basecamp 2 as much as we do, you'll enjoy using it to handle all of those loose ends. Zapier will automatically create that project for you any time you create a new campaign on Donately. So, set up a campaign, start raising money and tie it to Basecamp 2 for all of your internal project management needs.

Note: This will not automatically import existing donors. That will need to be done manually from a donor export inside donately's admin panel.

How It Works

1. A campaign is made via Donately
2. That campaign is used to create a project in Basecamp 2

What You Need

• Donately Account
• Basecamp 2 Account

Do you spend time sending out thank you letters to your donors for every donation you receive? Or maybe you don't thank them? Setup the Donate.ly-WebMerge integration and Zapier will automatically send data from new donations over to WebMerge to populate thank you letters, invoices, and more.

Note: you will need a WebMerge account with a Document Template to use this Zap.

How this Donate.ly-WebMerge integration works

1. A new donation is created in Donate.ly
2. Zapier sends data over to WebMerge

Apps involved

• Donate.ly
• WebMerge

Building a relationship with donors is an extremely important thing. Using Zapier to connect Donately and Intercom together, donation information can be sent over to create an Intercom customer in real time. Spend more time communicating with your donors and less time worrying about manually entering their information into other apps.

How It Works

1. A donor makes a donation to your Donately account
2. Zapier adds that donor to Intercom as customer

What You Need

• Donately account
• Intercom account

Storing donor records in Airtable? Keep them up-to-date with this integration. After setting it up, the extended record of a new Donately donation will be updated in your Airtable base. That way, you can breathe easy knowing your database is current.

How this Donately-Airtable integration works

1. A new donation is made in Donately
2. Zapier searches for the donor in Donately by the Donor ID
3. Zapier searches Airtable for a donor record
4. Zapier updates that record in Airtable

Apps involved

• Donately
• Airtable

Tracking down the big picture is time consuming. Use this integration to make it easier on your team. After setting it up, this Zap will search for donors in Donately when a new donation is made. Then, it will add the complete donor record to a new row in Google Sheet.

How this Donately-Google Sheets integration works

1. A new donation is made in Donately
2. Zapier searches for that donor in Donately using the Donor ID
3. Zapier posts the donor record to a new row in a Google Sheet

Apps involved

• Donately
• Google Sheets

Peer fundraising can be tricky. There is no telling what you will need with your fundraiser information, and sometimes a spreadsheet is that first step at analyzing how things are going. Use Zapier to take every new fundraiser created on Donately and add that information to a Google Drive spreadsheet for access to crucial campaign and fundraiser stats.

How It Works

1. A user makes a fundraiser to your Donately account
2. Zapier adds that fundraiser to a Google Sheet as a new row

What You Need

• Donately account
• Google Drive account

It's exciting to collect a new donation, but sometimes you want a little more info. Use this Zap to get the extended record of a donor posted to a Slack channel. That way, you'll have all the details you need to follow up, spot a trend, or send a thank you.

How this Donately-Slack integration works

1. A new donation is made in Donately
2. Zapier searches for the donor using the donor ID
3. Zapier posts the extended donor record in a Slack channel

Apps involved

• Donately
• Slack

Thanking donors for their support is critical for any non-profit. Set up this automated flow to send a handwritten note automatically for each new Donately donation via Handwrytten.

How this Donately-Handwrytten integration works

1. A donation is received via Donately
2. Handwrytten writes out a card in pen and ink on the stationery of your choice and mails the card to the donator within one business day

Apps involved

• Donately
• Handwrytten

Keep in touch with donors, so they'll consider another donation in the future. Use this Zap to take a new donor from Donately and automatically add them to a MailChimp list. From there, you can set automated emails, schedule follow-up emails and manage your communications all from within MailChimp.

*Note: This will not import existing donors. To import existing donor emails in MailChimp, you'll need to export your donors list from inside Donately's admin panel.

How this Donately-MailChimp integration works

1. A donation is made via Donately
2. Zapier adds the email of the donor as a subscriber to the MailChimp list you specify

Apps involved

• Donately Account
• MailChimp Account

Using this Zap, you can automatically create leads from your Donately donors. When a donation comes through, all of your donor data is sent over to Salesforce to create a lead for you. You can customize the fields accordingly to match the donation data to your Salesforce records no matter how you have things configured.

Note: Leads are intended to be manually reviewed and added to Salesforce. This is a great place to start if you feel like automatically creating contacts is too automated.

How It Works

1. A donor makes a donation to your Donately account
2. Zapier adds that donor to Salesforce CRM as a lead

What You Need

• Donately account
• Salesforce account

Building a relationship with donors is an extremely important thing. Using Zapier to connect Donately and Upcall together, donation information can be sent over to Upcall and contacts can be created for you in real time. Spend more time getting to know your donors and less time worrying about manually entering their information into other apps.

How this Donately-Upcall integration works

1. A donor makes a donation to your Donately account
2. Zapier adds that donor to Upcall as a contact

Apps involved

• Donately
• Upcall