1.Find transfer notification emails
Integrate Gmail and email parsing tools to watch for transfer notification matches and pass message data to extraction.
Create donation entries from transfer emails for fund teams
Automatically monitor transfer and payment notification emails across Gmail and nonprofit apps. Create and update donation records when transfer details extract, recurring status is found, or fund managers need contextβso you can capture gifts, enrich recurring info, and send acknowledgements without manual reconciliation.
How this automation protects donation receipts
When transfer and payment notification emails arrive, delays can cause missed receipts and slow acknowledgements. This automation parses transfer details, creates and updates donation opportunities, and notifies staff and donorsβso your team can close the loop faster.
Gmailor swap with your favorite app
2.Extract transfer fields
Integrate Formatter by Zapier and data transformation tools to parse reference, amount, fund code, payer, and normalize the date.
Formatter by Zapieror swap with your favorite app
3.Create donation opportunity
Integrate Salesforce and CRM lookup tools to search accounts or contacts and create a donation opportunity from parsed fields.
Salesforceor swap with your favorite app
4.Lookup recurring donation info
Integrate Google Sheets and table lookup tools to check the donations worksheet for frequency, type, and supporting comments.
Google Sheetsor swap with your favorite app
5.Update recurring details
Integrate Salesforce and CRM update tools to update opportunity fields with frequency and comment data from the sheet.
6.Send donor acknowledgement
Integrate Gmail and email delivery tools to send internal notifications to fund managers and acknowledgements to the donor.
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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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