1.New donation event
Integrate Fundraise Up and donation forms to catch new donation events and qualify starts for tracker updates.
Create donation tracker rows and post team alerts
Automatically detect new donation events from Fundraise Up and qualify them across Zapier and mapping tools. Create donation tracker rows in Google Sheets and post Slack team alertsβso you can reconcile gifts, maintain audit history, and reduce manual follow-up without spreadsheets chaos.
How this automation keeps donation tracking audit-ready
When new donation events arrive, delays can break reconciliation and confuse reporting. This automation filters qualifying gifts, enriches mapping data, creates tracker rows, and posts Slack alertsβso your team can reconcile faster.
Fundraise Upor swap with your favorite app
2.Continue only for qualifying donations
Integrate Filter by Zapier and form identifiers to continue only for configured donation sources and prevent noisy rows.
Filter by Zapieror swap with your favorite app
3.Find mapped destination record
Integrate Zapier Tables and mapping records to find the destination key and retrieve destination metadata for enrichment.
Zapier Tablesor swap with your favorite app
4.Create row in central donations sheet
Integrate Google Sheets and spreadsheet workflows to create a new donations row with donor fields, amount, and status.
Google Sheetsor swap with your favorite app
5.Post donation alert to team channel
Integrate Slack and team notifications to post a bot message with donor details, destination, status, and a tracker link.
Slackor swap with your favorite app
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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 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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