1.Detect new donation received
Integrate Donorbox and donor data tools to capture each donation and trigger invoice and payment processing.
Create invoice and record donations on donor records
Automatically monitor new donation received events from Donorbox across Keap and your payment posting setup. Create invoices and record manual payments when each gift lands, so you can reconcile books, update donor records, and keep receipts accurate without manual paperwork.
How this automation accelerates donor receipt records
When new donation received events arrive, delayed invoicing and payment posting can leave donor records and books out of sync. This automation captures the donor, creates an invoice, formats the payment date, and records the manual payment so your team can reconcile faster.
Donorboxor swap with your favorite app
2.Find or create contact
Integrate Keap and CRM contact tools to match by donor email and create or update the donor record.
Keapor swap with your favorite app
3.Creates invoice for donation
Integrate Keap and invoice generation tools to create an invoice with line items and donation date details.
4.Format date time for payment
Integrate Formatter by Zapier and date formatting tools to convert the invoice timestamp to ISO format.
Formatter by Zapieror swap with your favorite app
5.Posts payment to Keap API
Integrate Webhooks by Zapier and API posting tools to record a manual payment against the invoice.
Webhooks by Zapieror 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 donation transactions to CRM, update mailing list
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Add donor to email program and send receipt
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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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Add incoming sponsor payments to central operations tracker
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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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