Create integrations between Donation Manager RedCloud and QuickFile to automate any workflow
WHEN THIS HAPPENS
New AppealAUTOMATICALLY DO THIS
Create Bank EntryEndless possibilities
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 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
Start here
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.
New Appeal
Triggers when a new appeal is added.
Try ItNew Supporter
Triggers when a new supporter is added.
Try ItNew Client
Triggers when a new client record is created.
Try ItAmountRequired
DescriptionRequired
Date
Bank Nominal Code
Notes
New Donation
Triggers when a donation is added.
Try ItNew Total Giving Page
Triggers when a new Total Giving page is created.
Try ItDocument TypeRequired
Try ItCompany NameRequired
First Name
Surname
Email
Address Line 1
Address Line 2
Town
Country ISO
Post Code
Account Reference
Vat Number
Vat Exempt
Telephone
Password