1.Captures new donation event
Integrate NationBuilder to capture donor name, contact info, billing address, amount, date, donation ID, and tracking code.
Create donor record and gift for one‑off donations
Automatically capture new donation events across NationBuilder and qualify one-off gifts with Zapier filters. Create and update constituent, gift, and acknowledgement task records when donor tags match, payment succeeds, or recurring donations get excluded—so you can reduce manual data entry.
How this automation creates donor receipt records
When new donation events happen, delayed or incomplete records can slow fundraising follow-up. This automation filters one-off donations and imports constituent and gift data and creates acknowledgement tasks—so your team can act same day.
NationBuilderor swap with your favorite app
2.Filters qualifying one-off donations
Integrate Filter by Zapier to allow only donations with the configured tag, succeeded payment, and no recurring donation.
Filter by Zapieror swap with your favorite app
3.Imports constituent and gift records
Integrate Little Green Light and donor database tools to create constituent and gift records and a follow-up acknowledgement task.
Little Green Lightor swap with your favorite app
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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
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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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