1.New donation received
Integrate Harness, donation intake tools, and web forms to capture each gift payload to create normalized donation inputs.
Create donation record and add donor to mailing list
Automatically monitor new donation events in Harness across nonprofit tools. Automatically create and update donor records and mailing list contacts when donations are submitted, metadata is missing, or donors have no prior matchβso you can capture gifts, segment donors, and confirm follow-up without manual bookkeeping.
How this automation records donations and grows your mailing list
When new donations land in Harness, missed captures can leave donor records incomplete and hamper follow-up. This automation formats donation fields, normalizes metadata, and creates donation records and mailing list contactsβso your team can acknowledge gifts and update marketing audiences without manual bookkeeping.
Harnessor swap with your favorite app
2.Formats custom fields
Integrate Formatter by Zapier, data formatting tools, and parsing utilities to output formatted custom fields for downstream parsing and validation.
Formatter by Zapieror swap with your favorite app
3.Normalizes metadata
Integrate Code by Zapier, data transformation tools, and metadata parsing to parse metadata into normalized fields.
Code by Zapieror swap with your favorite app
4.Finds or creates constituent
Integrate Bloomerang, constituent lookup, and contact matching to find by email and prepare primary contact fields.
Bloomerangor swap with your favorite app
5.Creates donation record
Integrate Bloomerang, donation tracking, and note fields to create a donation record with payment, campaign, and honor details.
6.Adds contact to mailing list
Integrate Constant Contact, email marketing lists, and contact management to add the donor contact to your configured list.
Constant Contactor 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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