1.Monitor new charge events
Integrate Stripe and payment processing tools to detect new charge events and trigger donation receipt automation.
Create donation opportunity from successful payments
Automatically monitor new charges across Stripe and Salesforce. Create donation opportunity records when qualifying payments match, after a short payment delay and parsing billing detailsβso finance can reconcile and fundraisers can acknowledge gifts without manual reporting.
How this automation creates donation opportunities from payments
When qualifying payment events arrive, delays can slow acknowledgments and complicate reconciliation. This automation filters, formats, and enriches data and creates donation opportunity records in Salesforceβso your team can process receipts faster.
Stripeor swap with your favorite app
2.Filters matching payment events
Integrate Filter by Zapier and event rules to continue only for payments matching your configured event description.
Filter by Zapieror swap with your favorite app
3.Pauses briefly for metadata
Integrate Delay by Zapier and payment timing controls to wait briefly so payment metadata finalizes before processing.
Delay by Zapieror swap with your favorite app
4.Parses billing name and timestamp
Integrate Formatter by Zapier and data formatting tools to parse billing name and format the payment date.
Formatter by Zapieror swap with your favorite app
5.Finds or creates contact record
Integrate Salesforce and CRM contact lookups to find by billing email and create a contact if none exists.
Salesforceor swap with your favorite app
6.Creates donation opportunity record
Integrate Salesforce and CRM opportunity fields to create a donation record, map amounts and dates, and link to the contact.
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Add donation rows from incoming payment webhooks now
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Add each donation to the correct city spreadsheet row
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Create a donation record for each incoming online payment
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- View all
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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