1.Monitor new donation event
Integrate Donorbox and donor capture workflows to catch each new gift and expose core donation fields for a sheet row.
Add each new donation to your donor tracking sheet
Automatically monitor new donation events across Donorbox and Google Sheets. Create and update a donor tracking row when donation received or gift amount crosses threshold or campaign attribution capturedβso you can capture details, set a leadership flag, and keep attribution ready without manual data entry.
How this automation organizes donor data in a tracking sheet
When new donation events come in, delays can break donor visibility and complicate stewardship reporting. This automation catches each gift in Donorbox, runs threshold logic in Code by Zapier, and creates an analysis-ready row in Google Sheetsβso your team can stay consistent.
Donorboxor swap with your favorite app
2.Runs threshold logic
Integrate Code by Zapier and rules logic tools to evaluate leadership threshold logic and return a gift flag value.
Code by Zapieror swap with your favorite app
3.Creates spreadsheet row
Integrate Google Sheets and spreadsheet databases to create a row with mapped donor details, date, and attribution fields.
Google Sheetsor swap with your favorite app
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Strengthen donor relationships with automated record updates, gift tracking, and follow-up outreach
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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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