1.Catches incoming donation payloads
Integrate Webhooks by Zapier and webhook intake tools to receive payloads and map core submission fields.
Create and update donor records from web submissions
Automatically catch incoming donation and supporter payloads across Webhooks by Zapier. Create and update when donation payloads come in, supporter submissions include email, or payload ids appearβso you can create donor profiles, update external ids, and keep stewardship data current without manual data entry.
How this automation updates donor records fast
When donation and supporter payloads arrive, delays can stall outreach and stewardship. This automation extracts and cleans emails, then finds, creates, and updates donor recordsβso your team can act on submissions quickly.
Webhooks by Zapieror swap with your favorite app
2.Extracts email from contact data
Integrate Formatter by Zapier and contact parsing tools to extract the email value from the contact methods field.
Formatter by Zapieror swap with your favorite app
3.Cleans extracted email value
Integrate Formatter by Zapier and data cleaning tools to remove stray characters and output a cleaned email string.
4.Finds donor record by email
Integrate Zapier Tables and table lookup tools to search your donor table using the cleaned email.
Zapier Tablesor swap with your favorite app
5.Creates or updates matching donor
Integrate Zapier Tables and record update tools to create on no match, or update changed fields and external id.
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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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