1.Detect record approval button click
Integrate Zapier Tables and record buttons to catch the approved donation letter action and start processing receipts.
Send approved donation receipts to donors by mail
Automatically monitor the Zapier Tables record approval button for donation receipt letters across Airtable, CloudConvert, and PostGrid Print and Mail. Create and update receipt PDFs when a reviewer approves, then print and mail qualifying receipts so donors get processed confirmations without manual paperwork.
How this automation delivers approved donation receipts
When a reviewer approves a donation letter, delays can leave donors waiting for receipts and teams chasing file and mailing updates. This automation finds the donation record, converts and attaches the PDF, updates review status, and triggers print and mailβso your team can confirm receipts quickly.
Zapier Tablesor swap with your favorite app
2.Find donation record by reference
Integrate Airtable and data lookup tools to locate the donation by donation reference and pull donor address and preference.
Airtableor swap with your favorite app
3.Convert approval letter to PDF
Integrate CloudConvert and file conversion tools to convert the uploaded letter link into a PDF for the donation reference.
CloudConvertor swap with your favorite app
4.Attach PDF and set acknowledgement
Integrate Airtable and attachment fields to attach the converted PDF URL and write the acknowledgement date.
5.Set review status approved
Integrate Zapier Tables and record updates to mark the review status as Approved and disable the review button.
6.Filter records for postal receipts
Integrate Filter by Zapier and address validation tools to continue only when donor mailing preference and address are present.
Filter by Zapieror 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
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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