1.Receives donation submission poll
Integrate Webhooks by Zapier, donation form events, and API inputs to catch new donation submissions and start the workflow.
Create donation contact and send campaign emails automatically
Automatically monitor donation submission polls across Webhooks by Zapier and Dotdigital. Create and update donation contacts and trigger transactional email journeys when new donation submission, email opt-in provided, or single-payment gift receivedβso you can format donation amounts, personalize consent fields, and enroll donors without manual data cleanup.
How this automation creates donation contacts at scale
When a new donation submission is received, delays can stall outreach and personalization. This automation filters qualifying opt-ins, formats amounts, normalizes consent, and routes to Dotdigital to create or update contacts and trigger transactional campaignsβso your team can convert gifts faster.
Webhooks by Zapieror swap with your favorite app
2.Filters qualifying donations
Integrate Filter by Zapier, consent checks, and donation rules to continue only for single-payment donations with email opt-in.
Filter by Zapieror swap with your favorite app
3.Formats donation currency amount
Integrate Formatter by Zapier, currency formatting tools, and template data to format the incoming amount for campaign-ready display.
Formatter by Zapieror swap with your favorite app
4.Normalizes consent gift-aid flag
Integrate Code by Zapier and consent mapping tools to convert the source consent value into explicit Yes or No fields.
Code by Zapieror swap with your favorite app
5.Routes by donation campaign tag
Integrate Paths by Zapier, campaign tagging, and branching logic to send donors into the matching email journey branch.
Paths by Zapieror swap with your favorite app
6.Creates or updates contact and sends
Integrate Dotdigital, contact enrollment, and transactional campaign triggers to create or update contacts and send the right journey email.
Dotdigitalor swap with your favorite app
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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