1.Detect new donation
Integrate Donately and donation intake tools to capture each new gift submission and start record creation.
Create donor and donation records for new gifts
Automatically monitor new gift submissions across Donately and your nonprofit databases. Create and update donor and donation records when donation email matches an existing donor, recurring gifts are marked, or program tags are identifiedβso you can capture clean contacts, log each gift, and add program metadata without manual data entry.
How this automation safeguards clean donor records
When new gifts arrive without structured routing, donors and donations can get duplicated, incomplete, or miscategorized. This automation watches new donation submissions and finds donors, parses addresses, looks up program metadata, and creates donor and donation recordsβso your team can improve stewardship readiness.
Donatelyor swap with your favorite app
2.Find donor by email
Integrate monday.com and contact matching tools to find an existing donor by email before creating new entries.
monday.comor swap with your favorite app
3.Split address fields
Integrate Formatter by Zapier and address parsing tools to split a full address into mapped donor profile fields.
Formatter by Zapieror swap with your favorite app
4.Lookup program or circle
Integrate Zapier Tables and lookup data tools to return the matching donor circle or program tag for mapping.
Zapier Tablesor swap with your favorite app
5.Create or update records
Integrate monday.com and donor data boards to create or update donor items and log each donation with a donor link.
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Explore all donor management automations
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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