1.Monitor new payments in Square
Integrate Square and order capture tools to watch incoming payments so you can pass the order reference and raw amount onward.
Create dedicated donation ledger rows from matched payments
Automatically detect new payments in Square across your donation workflows. Create and update ledger rows when payments arrive, orders include donation items, or order references matchβso you can calculate fees, record gross amounts, and reconcile totals without manual reconciliation.
How this automation creates auditable donation ledger rows
When new payments arrive, non-donation sales can get mixed in and receipt reconciliation slows down. This automation fetches order details and filters donation line items, then calculates amounts and creates a Google Sheets ledger rowβso your team can reconcile faster.
Squareor swap with your favorite app
2.Fetch order details with webhooks
Integrate Webhooks by Zapier and request tools to retrieve order line items so you can map the order reference into the request.
Webhooks by Zapieror swap with your favorite app
3.Filter qualifying donation line items
Integrate Filter by Zapier and rules engines to continue only donation line items so you can ignore non-donation sales.
Filter by Zapieror swap with your favorite app
4.Calculate donation amounts and fees
Integrate Formatter by Zapier and math logic tools to convert cents to currency and determine fee values.
Formatter by Zapieror swap with your favorite app
5.Create donation ledger worksheet row
Integrate Google Sheets and spreadsheet reporting to create a new row so you can store date, names, totals, and fee data.
Google Sheetsor swap with your favorite app
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Add donation rows and donor tags to spreadsheet
When donation records are scattered, gift teams can't reconcile gifts or prioritize outreach. You get clean donor rows with tier flags and subscription checks for same-day stewardship.
- Apps: Webhooks by Zapier, Filter by Zapier, Google SheetsSwap with your favorite apps.
Add donation rows from incoming payment webhooks now
Your incoming payment webhooks with donation details remain unlogged and delay reconciliation. It logs each donation to a central finance sheet so reconciliation and outreach happen same day.
- Apps: Givebutter, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add donation rows to your thank-you tracking spreadsheet
Your donation records often arrive without a centralized list, delaying thank-you notes and envelope prep for neonatal kitten sponsors. Coordinators can prioritize acknowledgements and prepare mailings the same day.
- Apps: Donately, Google SheetsSwap with your favorite apps.
Add donation row to central gift tracking log
Your online donations land in email and platform notices, so finance and stewardship scramble to reconcile gifts. Get a single gift worksheet so reconciliation and donor thanks happen same day.
- Apps: Givebutter, Filter by Zapier, Formatter by Zapier, Salesforce, MailchimpSwap with your favorite apps.
Add donation transactions to CRM, update mailing list
Donations that don't link to donor records delay acknowledgments and complicate reconciliation. It centralizes donor, payment, and campaign data so you can reconcile and acknowledge gifts same day.
- Apps: Webhooks by Zapier, Filter by Zapier, Formatter by Zapier, Code by Zapier, DotdigitalSwap with your favorite apps.
Add donor to email program and send receipt
Your donation records arrive without consent tags or program enrollment, creating missed welcome opportunities. It enrolls donors and sends a receipt so outreach starts within minutes.
- Apps: Webhooks by Zapier, Paths by Zapier, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add each donation to the correct city spreadsheet row
Your donation records arrive without city tags, forcing manual sorting and delaying reconciliation. It logs each gift into the right city sheet for timely reporting and same-day reconciliation.
- Apps: Xero, Filter by Zapier, Google Sheets, Zapier Tables, GmailSwap with your favorite apps.
Add incoming donation transactions to donor tracking table
Your donation transactions arrive untracked, forcing manual lookups and delaying thank-you outreach. Save donor entries to a central table and notify coordinators so thank-yous go out same day.
- Apps: Givebutter, Filter by Zapier, Formatter by Zapier, SmartsheetSwap with your favorite apps.
Add incoming sponsor payments to central operations tracker
Your sponsor and donation payments arrive unstructured, delaying receipts and reconciliation. Log each payment to a single sponsor tracker so finance can reconcile and issue receipts same day.
- Apps: NationBuilder, Filter by Zapier, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add new member donations to donor tracking spreadsheet
Membership donations arrive without a central log, delaying acknowledgements and reconciliation. It logs donor and membership details to a spreadsheet so coordinators can reconcile same day.
- Apps: Help Scout, Zapier TablesSwap with your favorite apps.
Add tax receipt links to donor profiles for reconciliation
Your donor support tickets often miss tax receipt links, causing donor relations and billing to chase documentation. Profiles receive receipt links so donor relations can reconcile gifts same day.
- Apps: Stripe, Formatter by Zapier, monday.comSwap with your favorite apps.
Create a donation record for each incoming online payment
Your donation payments land uncatalogued on the finance board, delaying reconciliation and donor reporting. Logged, formatted records let billing staff reconcile before the monthly close.
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Explore all donation receipt management automations
Streamline donor acknowledgments with automated receipt generation, donor record updates, and finance logging
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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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