1.Detect new recurring donation
Integrate Fundraise Up to catch new recurring donation submissions and trigger onboarding for stewardship workflows.
Send welcome voicemail and add donor to audience
Automatically monitor new recurring gift submissions across Fundraise Up and analytics tools. Create and update donor records and send timed ringless welcome voicemails when new recurring donation starts, active recurring donation created, or recurring gift submittedβso you can add donors to your audience, enrich profiles, and deliver welcome voicemails without manual outreach.
How this automation sends welcome voicemails at scale
When a recurring gift arrives and nothing triggers outreach, stewardship slips and new donors feel ignored. This automation uses Fundraise Up to capture recurring donations, creates and enriches donor profiles in Feathr, and sends ringless welcome voicemails after a short delayβso your team can welcome supporters right away.
Fundraise Upor swap with your favorite app
2.Create or update donor profile
Integrate Feathr and contact enrichment tools to create or update person profiles and apply a Recurring Donor tag.
Feathror swap with your favorite app
3.Wait 20 minutes
Integrate Delay by Zapier and workflow timing tools to pause for 20 minutes so downstream outreach data is ready.
Delay by Zapieror swap with your favorite app
4.Send ringless voicemail
Integrate Drop Cowboy and voicemail delivery tools to send a ringless welcome voicemail to the donor phone field.
Drop Cowboyor swap with your favorite app
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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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