1.Detect new donation
Integrate Donorbox and donation intake tools to capture each incoming donation for reporting.
Update donor records and log donations in CRM
Automatically monitor new donations across Donorbox, Act!, and Zapier Tables. Create and update when donations are submitted, donor emails match, or donation identifiers duplicateβso you can update contacts, write history notes, and create reporting rows without manual entry.
How this automation updates your donor records
When new donation alerts are missed or entered inconsistently, receipt history and reporting can fall out of sync. This automation formats donation fields, finds and updates donor contacts, and creates a reporting recordβso your team reconciles gifts without rework.
Donorboxor swap with your favorite app
2.Format donation values
Integrate Formatter by Zapier and data formatting tools to format the donation date, phone, and display name.
Formatter by Zapieror swap with your favorite app
3.Find contact by email
Integrate Act! and contact lookup tools to search for an existing contact by the donor email.
Act!or swap with your favorite app
4.Skip duplicate donations
Integrate Filter by Zapier and duplicate checks to continue only when the donation identifier is not already stored.
Filter by Zapieror swap with your favorite app
5.Update contact and history
Integrate Act! and CRM history tools to update contact fields and add a linked history note.
6.Create reporting row
Integrate Zapier Tables and reconciliation reporting to create a donation record for campaigns and utm values.
Zapier Tablesor swap with your favorite app
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Add donation rows from incoming payment webhooks now
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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 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
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Create a donation record for each incoming online payment
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- View all
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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