1.Captures updated donation fields
Integrate Airtable and operations base views to capture core donation fields for creating donor and donation records.
Create donor records from updated donation entries in CRM
Automatically monitor updated record in your operations base across Airtable and Webhooks by Zapier. Create and update donor and donation records when donation entries update, donor fields change, or payment details editsβso you can prevent duplicates, confirm sync status, and avoid manual syncing.
How this automation builds complete donor records
When updated record in your operations base happens, donor data can stay incomplete and gifts may be mismatched. This automation posts donor and donation payloads and updates your source row statusβso your team can keep donor profiles current.
Airtableor swap with your favorite app
2.Posts donation data to client API
Integrate Webhooks by Zapier and webhook endpoints to post mapped fields to the client Airtable API for donor payload creation.
Webhooks by Zapieror swap with your favorite app
3.Updates source sync status
Integrate Airtable and record status fields to update the originating operations record after a successful POST.
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