1.Monitors new form submission
Integrate Paperform and form submission tools to capture donation details and payment metadata to trigger CRM record creation.
Create donation and gift aid records from form submissions
Automatically monitor new donation form submissions across Paperform and Salesforce. Create and update gift aid and donation records when submissions arrive, payment metadata posts, or gift aid consent is providedβso you can format accounting dates, log consent, and create CRM entries without manual data entry.
How this automation creates donation-ready records
When new donation submissions come in with gift aid consent scattered across fields, delays can stall receipts and reporting. This automation monitors form submissions and formats dates, filters qualifying gifts, and creates CRM contacts, opportunities, and gift aid declarationsβso your team can close the loop faster.
Paperformor swap with your favorite app
2.Formats submission timestamps
Integrate Formatter by Zapier and date formatting tools to convert timestamps to UTC and accounting formats to standardize mapped CRM dates.
Formatter by Zapieror swap with your favorite app
3.Filters qualifying donation submissions
Integrate Filter by Zapier and rules engines to allow only completed gifts with consent to proceed into CRM creation.
Filter by Zapieror swap with your favorite app
4.Finds or creates contact
Integrate Salesforce and CRM contact matching to map form fields to contacts and create a contact when none matches to keep records current.
Salesforceor swap with your favorite app
5.Creates opportunity and gift aid record
Integrate Salesforce and CRM gift workflows to create a donation opportunity and related gift aid declaration to produce ready accounting entries.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Fundraise Up, Formatter by Zapier, Google Sheets, Virtuous CRM, MailchimpSwap with your favorite apps.
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.
- View all
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.