1.Detect new transaction
Integrate GoFundMe Pro and donation processing data to validate qualifying transactions from new transaction events.
Create sales receipts for successful donations in ledger
Automatically monitor new transaction events across GoFundMe Pro and accounting tools. Create and update sales receipts when successful donations and qualifying amounts come inβso you can normalize names, match customers, and post auditable receipts without manual reconciliation.
How this automation creates audit-ready donation receipts
When new transaction events come in, delays can slow reconciliation and reporting. This automation filters qualifying donations and posts sales receiptsβso your team can reconcile faster.
GoFundMe Proor swap with your favorite app
2.Continue only for successful donations
Integrate Filter by Zapier and workflow rules to check transaction status and amount so only qualifying donations continue.
Filter by Zapieror swap with your favorite app
3.Normalize supporter full name
Integrate Formatter by Zapier and data cleaning tools to combine name parts and map normalized names to customer records.
Formatter by Zapieror swap with your favorite app
4.Find or create customer record
Integrate QuickBooks Online and accounting customer matching tools to match by email and create a customer on no match.
QuickBooks Onlineor swap with your favorite app
5.Create non-taxable sales receipt
Integrate QuickBooks Online and receipt posting tools to create sales receipts with transaction mapping and non-taxable settings.
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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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