Fundraise Up + Spektrix + Filter by Zapier
Add new Fundraise Up donations to Spektrix
This Zap is triggered automatically when a new donation is accepted in Fundraise Up and adds that donation to your Spektrix CRM. It also then adds a tag to that customer allowing for easy segmentation or other automation within Spektrix. This reduces manual data input and gives you a more full picture of your patrons inside of your Spektrix CRM.
This Zap is triggered automatically when a new donation is accepted in Fundraise Up and adds that donation to your Spektrix CRM. It also then adds a tag to that customer allowing for easy segmentation or other automation within Spektrix. This reduces manual data input and gives you a more full picture of your patrons inside of your Spektrix CRM.
- When this happens...New Donation
Triggers when a new donation is added to your account.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Basket: Create a New Basket
Creates a new empty Basket
- then do this...Basket: Add a Customer
Adds a Customer to a Basket
- then do this...Basket: Add a Donation
Adds a Donation to a Basket
- then do this...Basket: Add Payment Type
Adds a Custom Payment Type to Basket
- then do this...Basket: Confirm a Basket
Confirms a Basket once all required items have been added
- then do this!Customer: Add Tag(s)
Adds Tag(s) on a Customer record
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