1.Detect new successful payment
Integrate Stripe and payment gateways to detect successful payments and route valid events forward.
Create donation records, notify staff, and attach payments
Automatically create donation records from successful Stripe payments across Stripe and HubSpot. Create and update donation records and notify finance when payments succeed, payment status updates, or payment references arriveβso you can issue receipts, preserve donor history, and share CRM links without manual follow-up.
How this automation speeds up donation receipts
When successful Stripe payment events land in your stack, manual receipt creation can delay donor acknowledgement and reporting. This automation filters successes, creates or finds contacts, logs donation records, and emails finance with a CRM linkβso your team can process receipts without chasing payment details.
Stripeor swap with your favorite app
2.Continue only on success
Integrate Filter by Zapier and workflow rules to check payment status and stop non-successful events.
Filter by Zapieror swap with your favorite app
3.Find or create contact
Integrate HubSpot and CRM contact databases to map payment email and name, then create or return a contact.
HubSpotor swap with your favorite app
4.Create donation custom record
Integrate HubSpot and CRM custom objects to log amount, date, reference, and fee details into a donation record.
5.Associate donation to contact
Integrate HubSpot and association records to link the donation custom object to the contact by contact id.
6.Notify finance with CRM link
Integrate Email by Zapier and internal notifications to send donor details and a CRM donation link to recipients.
Email by Zapieror swap with your favorite app
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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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Explore all donation receipt management automations
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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