1.Detects successful payment charges
Integrate Stripe, payment gateways, and metadata fields to capture charge amount, currency, timestamps, and payer details for donations.
Create donation and donor records from completed payments
Automatically monitor successful payment charges across Stripe and fundraising databases. Create and update donation and donor records when qualifying payments arrive, link donors automatically, and log gifts without manual receipt entry.
How this automation logs donation records fast
When successful payments arrive but receipts are entered by hand, donation records go out of date and reporting gets messy. This automation monitors Stripe charges, filters qualifying payments, finds or updates donors, and creates donation recordsβso your team can reconcile gifts quickly.
Stripeor swap with your favorite app
2.Filters qualifying donation payments
Integrate Filter by Zapier, donation qualifiers, and campaign metadata to continue only for records that meet your qualifying checks.
Filter by Zapieror swap with your favorite app
3.Finds matching donor record
Integrate Airtable and CRM-style databases to find a Donors row by donor email and return its record ID.
Airtableor swap with your favorite app
4.Updates donor profile fields
Integrate Airtable and donor databases to update contact and address fields and refresh the last gift date.
5.Creates donation record and link
Integrate Airtable and fundraising databases to create a Donations row and link it to the donor record.
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Add donation rows from incoming payment webhooks now
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Add donation rows to your thank-you tracking spreadsheet
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Add donation row to central gift tracking log
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Add each donation to the correct city spreadsheet row
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Add incoming donation transactions to donor tracking table
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Add incoming sponsor payments to central operations tracker
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Add new member donations to donor tracking spreadsheet
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Create a donation record for each incoming online payment
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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
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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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