How to connect Plumsail Documents + GivingFuel
Zapier lets you send info between Plumsail Documents and GivingFuel automatically—no code required.
When this happens...
automatically do this!
- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- New DonationTriggers when a new donation is submitted.Trigger
- New Recurring TransactionTriggers when a recurring donation is processed. Please note with the first instance of a recurring donation, the donation will be a "New Donation." and not this Trigger.Trigger
- New SMS TransactionTriggers when an SMS donation is processed. Please note for the first donation for new SMS donors, the donation will be a "New Donation." and not this Trigger.Trigger
- Step 1: Authenticate Plumsail Documents and GivingFuel.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.