1.Monitors new spreadsheet row
Integrate Google Sheets and spreadsheet automation tools to capture each new donor row and expose source fields to the workflow.
Add new donors to monthly and one-off follow-up lists
Automatically capture new donor rows across Google Sheets and segment them with Formatter by Zapier. Automatically classify gift types and create monthly or one-off follow-up rows when new donor rows arrive or donation references appear or gift details changeβso you can transform donor names, segment follow-ups, and keep rosters updated without manual copying.
How this automation builds follow-up lists for every donor
When new donor rows land but rosters stay unsegmented, follow-ups get delayed and teams waste time copying entries. This automation captures row details, transforms names, classifies gift types, and creates the right monthly or one-off list rowsβso your team acts faster.
Google Sheetsor swap with your favorite app
2.Splits full name into parts
Integrate Formatter by Zapier and data transform tools to map full name to given name and family name fields.
Formatter by Zapieror swap with your favorite app
3.Classifies gift type and routes
Integrate Filter by Zapier and conditional logic tools to evaluate gift type and route recurring-like versus single gifts.
Filter by Zapieror swap with your favorite app
4.Creates follow-up worksheet row
Integrate Google Sheets and spreadsheet tools to create a monthly or one-off list row with mapped donor fields and tags.
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Explore all donor management automations
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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