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How Zapier works
Zapier makes it easy to integrate Donation Manager RedCloud with Business App - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Appeal" from Donation Manager RedCloud.
Add your action
An action happens after the trigger—such as "Create or Update CRM Activity" in Business App.
You’re connected!
Zapier seamlessly connects Donation Manager RedCloud and Business App, 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.
- New Appeal
Triggers when a new appeal is added.
Try ItTriggerInstant - New Supporter
Triggers when a new supporter is added.
Try ItTriggerInstant - Note for Vendasta App as trigger
Try ItTriggerPolling- Automation IDRequired
ActionWrite
- New Donation
Triggers when a donation is added.
Try ItTriggerInstant - New Total Giving Page
Triggers when a new Total Giving page is created.
Try ItTriggerInstant - Company or Contact IDsRequired
- Choose activity typeRequired
- Check for existing activity based on an external identifier
- Add team members
- Add tags
ActionWrite- Account ID
- Customer Identifier
- Search Existing
- Business Name
- Website
- Categories
- Country/Region
- Address
- State
- City
- Zip
- Latitude
- Longitude
- Business Phone Number
- Business Email
- Toll Free Number
- Short Description
- Long Description
- Facebook URL
- Foursquare URL
- LinkedIn URL
- Twitter URL
- Pinterest URL
- Instagram URL
- YouTube URL
- Custom Fields
- Return note
- Return Fields
ActionWrite
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