1.Monitor new donation
Integrate Donorbox and donor collection tools to detect new donation events to route recurring gifts through the automation.
Add recurring donors to your supporter nurture contact list
Automatically monitor new donations across Donorbox and analytics tools for recurring giving and campaign exclusions. Create and update Brevo supporter contacts and lists when recurring donations landβso you can tag regular givers, store donor references, and reduce manual list updates.
How this automation grows your recurring donor list
When new donations arrive, excluded campaigns and untagged recurring donors can slow stewardship follow-up. This automation filters recurring gifts and adds or updates Brevo contacts and supporter listsβso your team can act fast.
Donorboxor swap with your favorite app
2.Continue only for recurring gifts
Integrate Filter by Zapier and rules engines to continue only when the recurring flag is true and stop excluded campaign donations.
Filter by Zapieror swap with your favorite app
3.Add or update supporter contact
Integrate Brevo, email lists, and contact records to add or update contacts, tag Regular Giver, and add them to a supporter list.
Brevoor 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
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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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