1.Monitor new donation event
Integrate Raisely, donation tracking tools, and reporting systems to capture new donation events as they happen.
When new donations arrive without attribution, reporting and stewardship can lag. This automation looks up charges, retrieves campaign attribution, and creates donor contribution records while appending missing attribution rowsβso your team can report accurately.
Integrate Raisely, donation tracking tools, and reporting systems to capture new donation events as they happen.
Integrate Stripe, payment data, and analytics tools to find the related charge and calculate gross, fee, and net amounts.
Integrate Zapier Tables and attribution lookups to match the donation campaign or path and retrieve attribution fields.
Integrate EveryAction and CRM contact tools to create or update the person and log contribution amounts plus attribution details.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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