1.Detects new donation event
Integrate Donately and donation tracking to detect new donation events and route recurring donors through the automation.
Add recurring donors to engagement lists and campaigns
Automatically monitor new donation events across Donately and your fundraising stack. Automatically create and update recurring donor records when recurring flag turns on, recurring flag turns off, or donor submission arrivesβso you can update email segments, add campaign members, and maintain tracking tables without manual list maintenance.
How this automation keeps your recurring donors organized
When new donation events arrive, manual list updates can miss recurring status and weaken outreach timing. This automation filters recurring flags and updates Mailchimp segments, Salesforce campaign membership, and Zapier Tables trackingβso your team can stay current.
Donatelyor swap with your favorite app
2.Branches on recurring flag
Integrate Filter by Zapier and data mapping to check the recurring indicator and route donor email for list updates.
Filter by Zapieror swap with your favorite app
3.Adds or updates recurring subscriber
Integrate Mailchimp and email segmenting to add or update subscriber records in the configured segment based on recurring status.
Mailchimpor swap with your favorite app
4.Adds contact to campaign
Integrate Salesforce and CRM campaign tools to find a contact by email and add them to the configured campaign.
Salesforceor swap with your favorite app
5.Maintains donor tracking record
Integrate Zapier Tables and tracking systems to find or create a table record and keep recurring donor tracking accurate.
Zapier Tablesor 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
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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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