1.Monitor new charge events
Integrate Stripe and payment processing tools to catch new charge events and trigger processing for qualifying payments.
Create donor records and log donation from mobile wallet
Automatically monitors new charge events across Stripe and CRM tools for nonprofit donor workflows. Automatically create and update donor records, log donations in a central table, and notify fundraising staff when mobile wallet charge posts, payment succeeds, or donation details changeβso you can speed up acknowledgements, reconcile gifts, and reduce manual bookkeeping without manual reporting.
How this automation logs donations and protects reconciliation
When new mobile wallet charges arrive, manual donor matching and donation entry can delay acknowledgements and reconciliation. This automation filters qualifying payments, enriches donor details, creates or matches NeonCRM records, logs the donation in Zapier Tables, and notifies fundraising staffβso your team can act quickly.
Stripeor swap with your favorite app
2.Filters qualifying payments
Integrate Filter by Zapier and CRM metadata tools to continue only for qualifying payments to reduce duplicates.
Filter by Zapieror swap with your favorite app
3.Derives donor name and source
Integrate Formatter by Zapier and data transformation tools to derive lead source and split payer name for matching.
Formatter by Zapieror swap with your favorite app
4.Creates or matches donor account
Integrate NeonCRM and CRM account tools to create individual account fields and match by email to avoid duplicates.
NeonCRMor swap with your favorite app
5.Creates donation record
Integrate NeonCRM and donation tracking tools to create donation fields and assign the gift to the configured campaign.
6.Creates central donation row
Integrate Zapier Tables and data reporting tools to create a table record for donation reconciliation.
Zapier Tablesor swap with your favorite app
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Strengthen donor relationships with automated record updates, gift tracking, and follow-up outreach
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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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