1.Captures new donation
Integrate Donorbox and donation capture tools to detect new donation events and trigger supporter updates.
Add new donor purchases to supporter list and notify team
Automatically monitor new donation events across Donorbox. Create and update when donations qualify, purchase details enrich subscriber profiles, and team alerts send instantlyβso you can add supporters, log gifts, and notify staff without manual follow-up.
How this automation adds supporters to your list
When new donations come in, delayed entry can cause missed outreach and stale supporter data. This automation formats and filters donation data, then creates subscribers and posts Slack alertsβso your team can act fast.
Donorboxor swap with your favorite app
2.Formats donation date
Integrate Formatter by Zapier and date formatting tools to format donation date values for messages and purchase records.
Formatter by Zapieror swap with your favorite app
3.Qualifies donations
Integrate Filter by Zapier and rules logic to qualify donations by entry type and require a valid donor email.
Filter by Zapieror swap with your favorite app
4.Adds subscriber and record purchase
Integrate Kit and contact management tools to add a subscriber and record purchase fields from the donation.
Kitor swap with your favorite app
5.Posts channel alert
Integrate Slack and team notifications to send donation details to your donations channel for instant action.
Slackor swap with your favorite app
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Explore all donor management automations
Strengthen donor relationships with automated record updates, gift tracking, and follow-up outreach
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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