1.Captures new paid order
Integrate Shopify and order data tools to capture completed POS payments and pass order contact and line-item details into the workflow.
Shopifyor swap with your favorite appCreate donor and donation records from POS orders
Automatically monitor completed POS payments across Shopify and Bloomerang and Zapier Tables. Create and update when POS orders complete, payment captures, or new paid order arrivesβso you can create donor records, log donations, and update reporting rows without manual reporting.
How this automation creates donation records from POS orders
When completed POS orders include donation items, receipts can stay scattered and donor data can be incomplete. This automation filters donation orders, finds or creates constituents, and records gifts in Bloomerang and your reporting tableβso your team can issue accurate receipts faster.
2.Filters to mapped donation orders
Integrate Filter by Zapier and order rules to continue only when POS orders have a name, email, and a configured donation product.
Filter by Zapieror swap with your favorite app
3.Finds donation product mapping
Integrate Zapier Tables and mapping lookup tools to find donation product IDs in the order and confirm donation lines.
Zapier Tablesor swap with your favorite app
4.Finds or creates constituent
Integrate Bloomerang and contact matching tools to match by email and create a new constituent when no match exists.
Bloomerangor swap with your favorite app
5.Creates donation transaction
Integrate Bloomerang and fundraising record tools to create the donation transaction using order gift details and configured fund defaults.
6.Creates donation reporting row
Integrate Zapier Tables and reporting table tools to create a donation row that summarizes donor and gift details for analysis.
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