1.Detect new donation received
Integrate Fundraise Up and donation intake tools to detect incoming donations and to start supporter record matching.
Create or update donor records from new donations
Automatically create and update supporter records across Fundraise Up and Movement when new donation received, supporter match found, or consent status changes—so you can keep acknowledgments and segmentation on track. Create and update donor records automatically when donations land, supporters match, or donors are opted in—so you can update custom donation fields, keep external ids linked, and segment for follow-up without manual reporting.
How this automation updates your donor records
When new donation received creates a gap between fundraising intake and supporter data, acknowledgments and segmentation get delayed. This automation finds supporters, branches by consent, and updates or creates records and custom donation fields—so your team can act fast.
Fundraise Upor swap with your favorite app
2.Find supporter by email
Integrate Movement and email lookup tools to search for an existing supporter and to return any existing external id.
Movementor swap with your favorite app
3.Branch paths by consent
Integrate Filter by Zapier and consent logic tools to continue the found path or the opted-in create path.
Filter by Zapieror swap with your favorite app
4.Update existing supporter
Integrate Movement and custom fields mapping to update supporter details and to write the found external id.
5.Create new supporter record
Integrate Movement and supporter records to create opted-in contacts and to set a created external id.
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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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