1.Captures donation submission
Integrate Givebutter and donation forms to capture each new donation submission payload and start donor lookup.
Create donor and donation records from donation forms
Automatically capture new donation or transaction submissions across Givebutter, NeonCRM, and Google Sheets. Create and update gift records when donations submitted, transactions captured, or recurring plan ID detectedβso you can create donor accounts, log gifts, and update recurring plan rows without manual data entry.
How this automation accelerates your donation capture
When a new donation submission happens, untracked gifts create gaps in your donor records and reporting. This automation maps donors, creates gift records, updates recurring plans, and sends coordinator notificationsβso your team can capture donations instantly.
Givebutteror swap with your favorite app
2.Find or creates donor account
Integrate NeonCRM and CRM tools to find or create an individual account and return the account ID for downstream actions.
NeonCRMor swap with your favorite app
3.Creates donation gift record
Integrate NeonCRM and CRM tools to create a donation record with succeeded status and map gift details.
4.Updates recurring plan rows
Integrate Google Sheets and spreadsheet tools to lookup or update recurring plan rows and add new entries when needed.
Google Sheetsor swap with your favorite app
5.Notifies coordinator for tribute
Integrate Email by Zapier and email notifications to conditionally notify stewardship coordinators when tribute or note text exists.
Email by Zapieror 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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