1.Polls new donation submissions
Integrate Webhooks by Zapier and incoming forms to catch new donation submissions and start the receipt workflow
Add donor to email program and send receipt
Automatically poll new donation submissions across Webhooks by Zapier. Create and update contacts, enroll donors, and trigger thank-you receipt campaigns when donations qualify, consent is captured, or amounts are formattedβso you can prevent manual receipt follow-up.
How this automation sends thank-you receipts to donors
When qualifying donations and consent signals arrive, delays can leave donors without timely receipts. This automation polls donations, formats details, creates or updates Dotdigital contacts, and triggers thank-you campaignsβso your team can respond faster.
Webhooks by Zapieror swap with your favorite app
2.Continues only qualifying donations
Integrate Filter by Zapier and rule-based filtering to evaluate appeal and payment type to continue only matching donations
Filter by Zapieror swap with your favorite app
3.Formats the donation amount
Integrate Formatter by Zapier and currency formatting tools to map payment amount to formatted currency for emails
Formatter by Zapieror swap with your favorite app
4.Normalizes consent to yes or no
Integrate Code by Zapier and consent mapping tools to convert raw opt-in input into friendly Yes or No values
Code by Zapieror swap with your favorite app
5.Creates or updates contact
Integrate Dotdigital and contact fields to create or update a donor contact and set marketing permission
Dotdigitalor swap with your favorite app
6.Enrols and triggers thank-you campaign
Integrate Dotdigital and campaign personalization to enrol the contact and trigger a thank-you receipt campaign
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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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