1.Monitors new donation received
Integrate Donorbox and donation logging tools to capture each new donation received.
Create donor records and stewardship tasks from donations
Automatically monitor new donation received events across Donorbox. Create and update donor contacts, donation records, and stewardship follow-ups when donation emails match, when a donor is new, or when a donation is high valueβso you can thank donors, log giving history, and triage exceptions without manual data entry.
How this automation builds donor records and stewardship tasks
When new donations arrive without clean linkage to donor profiles, follow-up gets delayed and records stay incomplete. This automation finds or creates contacts, creates donor and donation records, and posts Slack summaries and Trello stewardship cardsβso your team can respond faster.
Donorboxor swap with your favorite app
2.Finds or creates contact by email
Integrate HubSpot, CRM contact fields, and donor attributes to match or create the donor contact.
HubSpotor swap with your favorite app
3.Finds or creates donor record
Integrate Airtable and donor tables to find or create a donor profile by email.
Airtableor swap with your favorite app
4.Creates donation record
Integrate Airtable and donation tables to create a Donations row linked to the donor record.
5.Builds summary message and flags
Integrate Code by Zapier and messaging tools to build the summary and set missing or high-value flags.
Code by Zapieror swap with your favorite app
6.Posts donation summary
Integrate Slack and team communication tools to post the summary to the configured team channel.
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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Add new member donations to donor tracking spreadsheet
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Add tax receipt links to donor profiles for reconciliation
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Create a donation record for each incoming online payment
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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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