1.Detect new donation event
Integrate Double and donation intake tools to capture donor contact details and map donation amounts to the receipt message inputs.
Send donation details and impact message to donors
Automatically monitor new successful donation events across Double. Send donation details and impact message when qualifying donations arrive, so you can notify donors, personalize remaining goals, and avoid manual receipt follow-up without paperwork.
How this automation sends impact to donors
When new successful donations arrive without guidance, coordinators can miss the right follow-up and impact context. This automation captures donation events, filters qualifying records, computes remaining goals, and sends the donor messageβso your team can acknowledge contributions quickly.
Doubleor swap with your favorite app
2.Filter successful campaign donations
Integrate Filter by Zapier and rules engines to continue only for successful donations tied to campaigns that have not met goal.
Filter by Zapieror swap with your favorite app
3.Compute and format remaining goal
Integrate Formatter by Zapier and currency formatting tools to calculate remaining goal and format it as USD for messaging.
Formatter by Zapieror swap with your favorite app
4.Find matching donor chat
Integrate TimelinesAI and contact lookup tools to find an existing donor chat and stop if no matching chat is found.
TimelinesAIor swap with your favorite app
5.Send impact message to chat
Integrate TimelinesAI and messaging tools to send donation amount and formatted remaining goal to the found chat.
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Add donation rows from incoming payment webhooks now
Your incoming payment webhooks with donation details remain unlogged and delay reconciliation. It logs each donation to a central finance sheet so reconciliation and outreach happen same day.
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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
Your donor support tickets often miss tax receipt links, causing donor relations and billing to chase documentation. Profiles receive receipt links so donor relations can reconcile gifts same day.
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Create a donation record for each incoming online payment
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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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