1.Detect chatbot button click
Integrate Zapier Forms and forms workflows to start a donation processing run for batch identifiers.
Create donation records and email receipts to donors
Automatically monitor Zapier Forms chatbot button clicks for donation processing runs across Zapier Forms, Google Sheets, Code by Zapier, Pdfless, and Postmark. Create and update when processing runs start, batch identifiers submit, or pending rows qualifyβso you can create donation records, generate PDF receipts, and email donors without manual reconciliation.
How this automation creates donation records and receipts
When chatbot button clicks start donation processing, delays can leave donors without receipts and records inconsistent. This automation reads pending rows, parses donation payloads, generates PDF receipts, sends emails, and updates your worksheetβso your team can handle receipts fast.
Zapier Formsor swap with your favorite app
2.Reads many pending rows
Integrate Google Sheets and worksheet tooling to read the range and fetch row ids for processing.
Google Sheetsor swap with your favorite app
3.Parses donation payloads
Integrate Code by Zapier and parsing utilities to structure donation fields and calculate amounts in cents.
Code by Zapieror swap with your favorite app
4.Filters pending donation records
Integrate Filter by Zapier and rule logic to continue only for records with pending status.
Filter by Zapieror swap with your favorite app
5.Posts donation payload to API
Integrate Webhooks by Zapier and API request tools to create donation records in your donor database.
Webhooks by Zapieror swap with your favorite app
6.Generates PDF receipt
Integrate Pdfless and template rendering tools to generate a receipt PDF from donor name, date, amount, and address.
Pdflessor swap with your favorite app
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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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