1.Detect new payment
Integrate Stripe and payment event tools to catch new payment events and trigger qualifying monthly imports.
Create monthly donor records from incoming payment events
Automatically monitor new payment events across Stripe and nonprofit donor tooling. Create monthly donor records from qualifying monthly donationsβso you can protect accuracy, speed up review, and reduce manual entry.
How this automation streamlines monthly donor records
When new payment events land in Stripe, untracked recurring gifts can slow reconciliation and reporting. This automation filters qualifying monthly donations and creates review-ready import records and queues themβso your team finalizes records faster.
Stripeor swap with your favorite app
2.Continue for qualifying monthly donations
Integrate Filter by Zapier and payment metadata tools to evaluate recurring donation criteria and continue processing qualifying monthly gifts.
Filter by Zapieror swap with your favorite app
3.Create import for constituent and gift records
Integrate Little Green Light and donor CRM tools to map donor details to constituent fields and gift details to import records.
Little Green Lightor swap with your favorite app
4.Add import to review queue
Integrate Little Green Light and review queue workflows to place imported gifts into a configured approval queue for reconciliation.
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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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