1.Monitor new donation submissions
Integrate Fundraise Up and data mapping tools to capture donation payload fields for downstream ticket creation.
Create donation processing ticket and associate donor records
Automatically catch new donation events across Fundraise Up and HubSpot. Create and associate donation processing tickets when donation submitted, donation ID generated, or donor contact providedβso you can create tickets, link donor records, and connect deal context without manual follow-up.
How this automation creates donation processing tickets
When new donations arrive but receipt context is missing, finance and gift ops lose time to manual work. This automation catches donation events, filters qualifying gifts, and creates and associates HubSpot ticketsβso your team can issue receipts faster.
Fundraise Upor swap with your favorite app
2.Continue only for qualifying donations
Integrate Filter by Zapier to confirm qualifying gifts before creating any CRM tickets.
Filter by Zapieror swap with your favorite app
3.Find or create donor contact
Integrate HubSpot and CRM enrichment tools to search by donor email and create a contact when needed.
HubSpotor swap with your favorite app
4.Find related deal record
Integrate HubSpot and reporting data to look up an existing deal by donation amount and donor name.
5.Create ticket and add associations
Integrate HubSpot and ticket workflows to create donation tickets, map tax receipt numbers, and associate contacts and deals.
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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.
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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.
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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.
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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.
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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.
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Add donor to email program and send receipt
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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.
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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.
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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.
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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.
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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.
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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
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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