1.Monitor new transaction
Integrate Givebutter and donation data tools to capture each transaction and pass it onward to create receipt records.
Create donor, gift, and payment records from transactions
Automatically monitor new fundraising transactions across Givebutter, Zapier Tables, Salesforce, and Formatter by Zapier. Create and update donor, gift, and payment records when new transaction details arrive or campaign codes change or donor emails appearβso you can map allocations, create contacts, and reconcile receipts without manual reconciliation.
How this automation creates reconciled donor receipts
When a new fundraising transaction lands, receipts can get delayed and reconciliation gets messy. This automation converts the transaction into mapped campaign and fund allocations, creates or finds the contact, and records the gift and paymentβso your team can streamline stewardship.
Givebutteror swap with your favorite app
2.Lookup campaign and fund
Integrate Zapier Tables, data lookup tools, and reporting systems to map the transaction campaign code to a fund and campaign reference.
Zapier Tablesor swap with your favorite app
3.Find or create contact
Integrate Salesforce and CRM records tools to find a contact by email and create one when no match exists.
Salesforceor swap with your favorite app
4.Normalize transaction fields
Integrate Formatter by Zapier and data formatting tools to standardize phone and country fields and return them to the payload.
Formatter by Zapieror swap with your favorite app
5.Create gift, payment, and allocation
Integrate Salesforce and CRM record tools to create linked Gift, Payment, and Allocation records from the transaction and lookups.
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Add donation rows from incoming payment webhooks now
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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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