1.Monitor checkout session completed
Integrate Stripe, payment processing tools, and metadata fields to capture checkout-derived donor details when sessions complete.
Add new donors to newsletter and donor registry
Automatically monitor completed checkout sessions across Stripe checkout and your EmailOctopus lists. Add new donors to your newsletter and donor registry by parsing checkout fields, creating subscribers, and logging audit rowsβso you can reduce manual data entry and keep outreach accurate.
How this automation grows your donor registry
When checkout session completed events arrive, delayed entries can cause outreach gaps and messy records. This automation captures checkout signals, parses donor fields, adds subscribers, and logs audit rowsβso your team can confirm each donation is recorded and followed up.
Stripeor swap with your favorite app
2.Parse custom checkout fields
Integrate Code by Zapier, data mapping tools, and date formatting to parse checkout fields into names and donation date values.
Code by Zapieror swap with your favorite app
3.Add subscriber with donation metadata
Integrate EmailOctopus, mailing list tools, and opt-in settings to add subscribers and store donation details from checkout.
EmailOctopusor swap with your favorite app
4.Log donor add and parse outcomes
Integrate Google Sheets, reporting tools, and audit workflows to add audit rows for successes and add-subscriber errors.
Google Sheetsor swap with your favorite app
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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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