1.Monitor new donation payload
Integrate Fundraise Up and donation parsing tools to receive donation payloads and route fields for opportunity and receipt creation.
Create donor opportunity and sales receipt records instantly
Automatically monitor new donation events across Fundraise Up, Salesforce, and QuickBooks Online. Create and update aligned CRM opportunities and sales receipts when donation payload arrives, recurring gift posted, or one time donation submittedβso you can reconcile records, acknowledge donors, and reduce manual paperwork without manual reconciliation.
How this automation protects aligned donation records
When new donations arrive, mismatched finance and CRM entries can delay reconciliation and acknowledgement. This automation parses donation details, creates a CRM opportunity, and creates or updates matching QuickBooks Online recordsβso your team can close the loop faster.
Fundraise Upor swap with your favorite app
2.Creates opportunity from donation
Integrate Salesforce and CRM workflows to create an opportunity from donation details, including donor reference for reconciliation.
Salesforceor swap with your favorite app
3.Finds or creates customer record
Integrate QuickBooks Online and customer database tools to find a customer by email or create one when missing.
QuickBooks Onlineor swap with your favorite app
4.Creates sales receipt for gift
Integrate QuickBooks Online and accounting reporting to create a sales receipt that tags fundraising income for the transaction.
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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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Add incoming donation transactions to donor tracking table
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- View all
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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