1.Catch new donation payload
Integrate Webhooks by Zapier and filters to receive the new donation payload and continue only for qualifying records.
Send donation receipt and admin alert for donors
Automatically catch donation payloads across Webhooks by Zapier, Formatter by Zapier, and Gmail. Send donation receipts and admin alerts when donation description matches, donation flag is qualifying, or new donation arrivesβso you can format dates, notify fund accounting, and email receipts without manual follow-up.
How this automation delivers timely donor receipts
When qualifying donations are recorded manually, timing slips and donors may not receive acknowledgements. This automation receives donation payloads, formats dates, and emails an admin alert and a donor receipt right awayβso your team protects goodwill without chasing emails.
Webhooks by Zapieror swap with your favorite app
2.Formats transaction date
Integrate Formatter by Zapier and date formatting tools to map transaction date and create a readable date string for messages.
Formatter by Zapieror swap with your favorite app
3.Sends admin donation email
Integrate Gmail and notification routing to send admin details for fund accounting and program staff with a receipt reference.
Gmailor swap with your favorite app
4.Sends donor receipt email
Integrate Gmail and email delivery systems to send a thank you receipt email to the donor with the formatted date and amount.
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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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