1.Monitors new donation
Integrate Harness and payment event tracking to trigger on successful donation events and pass donation details forward.
Create donor gift records with tribute details from donations
Automatically monitor new donation events across Harness, Code by Zapier, and Virtuous CRM. Create and update when donations complete or donation metadata arrives or transaction ids appearβso you can parse tribute details, create contact records, and record gifts without manual data entry.
How this automation records gift and tribute details fast
When successful donation events come in, manual processing can delay stewardship and reporting. This automation parses donation metadata and creates gift records and contactsβso your team can capture tribute and payment details immediately.
Harnessor swap with your favorite app
2.Parses donation metadata
Integrate Code by Zapier and metadata parsing tools to parse raw donation metadata and extract tribute and payment fields.
Code by Zapieror swap with your favorite app
3.Finds or creates contact
Integrate Virtuous CRM and crm lookup tools to search by donor email and name and return or create a contact ID.
Virtuous CRMor swap with your favorite app
4.Creates gift record
Integrate Virtuous CRM and donation record systems to map donation and tribute details into a configured gift record.
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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.
See how teams are automating with Zapier (and loving it!)
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Allen Lai, Head of Customer Experience
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