1.Captures new donation received
Integrate Fundraise Up, intake forms, and donation workflows to detect new donation received events and trigger downstream donation processing
Add donation rows and donor tags to spreadsheet
Automatically capture new donation received events across Fundraise Up and nonprofit data tools. Create and update when donations arrive, anonymous gifts submitted, or designations changeβso you can append worksheet rows, tag donors in Virtuous CRM, and update Mailchimp membership without manual data entry.
How this automation records your donation rows
When new donation received events happen, receipts and donor details can get scattered across systems. This automation captures donation details and formats names, then logs rows in Google Sheets and updates Virtuous CRM and Mailchimp membershipβso your team can reconcile receipts faster.
Fundraise Upor swap with your favorite app
2.Formats donor names
Integrate Formatter by Zapier, name mapping tools, and data transformation to capitalize donor names and map first and last name fields
Formatter by Zapieror swap with your favorite app
3.Creates spreadsheet row
Integrate Google Sheets, spreadsheet templates, and receipt tracking to create a configured worksheet row with date, email, and amount
Google Sheetsor swap with your favorite app
4.Finds or creates contact
Integrate Virtuous CRM, contact matching, and CRM tagging to find a contact by email and return tier and subscription status
Virtuous CRMor swap with your favorite app
5.Updates subscriber membership
Integrate Mailchimp, mailing list management, and subscriber records to find or add subscribers and map membership status to the sheet
Mailchimpor swap with your favorite app
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Explore all donation receipt management automations
Streamline donor acknowledgments with automated receipt generation, donor record updates, and finance logging
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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