1.Triggers on new Gift record
Integrate Salesforce to detect new Gift record creation and map gift reference fields for contact resolution.
Send tax donation receipt to donor and update record
Automatically monitor new gift record creation across Salesforce, Filter by Zapier, Code by Zapier, and Mailgun. Create and update when gift records meet receipt rulesβso you can send receipt emails, resolve donor contact details, and set receipt-sent dates without manual data matching.
How this automation protects your audit-ready receipts
When gift records come in without reliable receipt handling, audit requirements can stall donor follow-through. This automation delivers tax receipt emails and updates Salesforce gift records with receipt-sent datesβso your team can keep records current.
Salesforceor swap with your favorite app
2.Find Contact by contact reference
Integrate Salesforce and CRM lookup tools to find the donor contact and map email and donor name into the workflow.
3.Continue only for qualifying records
Integrate Filter by Zapier and rule checks to allow only gifts with an email, valid status, and no prior processing.
Filter by Zapieror swap with your favorite app
4.Format receipt date and summary fields
Integrate Code by Zapier and formatting logic to format the donation date and prepare receipt summary fields.
Code by Zapieror swap with your favorite app
5.Send templated receipt email
Integrate Mailgun and email template tools to send the HTML receipt to the recipient email with mapped amounts and dates.
Mailgunor swap with your favorite app
6.Update Gift receipt-sent date
Integrate Salesforce and CRM update tools to set the receipt-sent date on the Gift record using todayβs date.
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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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