1.Monitors completed payment
Integrate PayPal and payment metadata tools to map payer email, external ID, amount, fee, currency, date, transaction ID, item names, and notes.
Create donation records from donor payments into CRM
Automatically monitor successful PayPal payments across PayPal and Salesforce for your donation receipt management workflow. Automatically create and update donation records and contact matches when completed transaction, subscription payment, or recurring gift paymentβso you can reconcile faster, reduce duplicate entries, and capture receipt details without manual reconciliation.
How this automation creates clean donation records
When completed PayPal transactions land without structure, donation records get delayed and reconciliation becomes error-prone. This automation maps payment metadata and filters qualifying gifts and then finds contacts and creates and updates donation recordsβso your team can reconcile with confidence.
PayPalor swap with your favorite app
2.Filters qualifying transactions
Integrate Filter by Zapier and rules logic to exclude platform or partner and test transactions and require the expected currency and donation types.
Filter by Zapieror swap with your favorite app
3.Finds donor contact
Integrate Salesforce and CRM lookup tools to find contacts by email or payer external ID and return the matching contact ID.
Salesforceor swap with your favorite app
4.Creates donation opportunity
Integrate Salesforce and CRM record tools to create a donation record and map donor relationship, payment fields, stage, method, and receipt notes.
5.Updates recurring donations
Integrate Salesforce and recurring gift rules to set recurring frequency when the transaction indicates subscriptions and mark it for monthly stewardship.
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Add donation rows from incoming payment webhooks now
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Add donation rows to your thank-you tracking spreadsheet
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Add donation row to central gift tracking log
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Add donation transactions to CRM, update mailing list
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Add each donation to the correct city spreadsheet row
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Add incoming donation transactions to donor tracking table
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Add incoming sponsor payments to central operations tracker
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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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