1.Captures new donation details
Integrate Raisely to capture each New Donation event and pass donation reference and donor contact fields into the flow.
Add new donations to donor records and tracker
Automatically monitor new donation events across Raisely and payment data across Stripe and donor records across EveryAction. Create and update when new donations arrive, charge lookups resolve, or donor emails matchβso you can map contribution amounts, upsert donor profiles, and log attribution rows without manual reporting.
How this automation improves donor attribution
When new donations land in Raisely, missed context can delay follow-up and break reporting. This automation finds Stripe charge details, upserts EveryAction person and contribution records, and logs attribution rowsβso your team can reconcile donors without manual reporting.
Raiselyor swap with your favorite app
2.Finds the related charge
Integrate Stripe and payment lookup tools to find the charge and map fees and net amount to contribution amount fields.
Stripeor swap with your favorite app
3.Finds the donor contact
Integrate EveryAction and identity lookup tools to search by donor email and proceed whether a match is found or not.
EveryActionor swap with your favorite app
4.Creates or updates donor record
Integrate EveryAction and constituent record management to map contact fields, set subscription status, and update contribution details.
5.Finds attribution metadata
Integrate Zapier Tables and mapping tables to look up attribution metadata by campaign or reference for reporting.
Zapier Tablesor swap with your favorite app
6.Adds an attribution row
Integrate Google Sheets and reporting sheets to append attribution rows with contribution id, donor name, mapped attribution, and amount.
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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