1.Catch new donation received
Integrate Webhooks by Zapier and webhook delivery tools to capture the donation payload and start the record flow.
Create donation records and consent entries in CRM
Automatically catch new donation received events across Webhooks by Zapier and Salesforce. Create donation and consent records from completed one-off gifts and stripe feesβso you can reconcile paperwork, capture consent, and update accounts without manual data entry.
How this automation creates donation records and consent entries
When new donation received submissions arrive without structure, consent can be missed and fees are harder to reconcile. This automation catches qualifying gifts, sanitizes and enriches the data, retrieves fees, and creates donation and consent records in Salesforceβso your team can close the loop faster.
Webhooks by Zapieror swap with your favorite app
2.Filters qualifying one-off gifts
Integrate Filter by Zapier and routing logic to continue only for completed one-off gifts from the configured form.
Filter by Zapieror swap with your favorite app
3.Normalizes donor phone and flags
Integrate Formatter by Zapier and data mapping tools to normalize donor phone and turn opt-in flags into booleans.
Formatter by Zapieror swap with your favorite app
4.Sanitizes campaign field
Integrate Code by Zapier and scripting tools to convert empty or whitespace campaign inputs into Unassigned.
Code by Zapieror swap with your favorite app
5.Retrieves payment and fees
Integrate Stripe and payment data tools to retrieve the payment intent and map raw fee to a decimal fee amount.
Stripeor swap with your favorite app
6.Creates donor, donation, and consent records
Integrate Salesforce and CRM data tools to create donor and campaign, write donation and consent records, and update account opt-in fields.
Salesforceor swap with your favorite app
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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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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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