1.Detect new recurring gift
Integrate Fundraise Up and donor tracking systems to detect new recurring gift and continue only for donations with a recurring plan identifier.
Update donor lifetime totals from recurring monthly donations
Automatically monitor recurring gift donations across Fundraise Up and Google Sheets. Create and update lifetime totals when recurring gifts are received, recurring plan identifiers appear, or recurring donations qualifyβso you can update donor records and keep giving totals current without manual spreadsheet updates.
How this automation updates donor lifetime totals
When recurring donations arrive without an automated update path, lifetime totals drift and reporting becomes unreliable. This automation monitors new recurring gifts, filters qualifying records, calculates updated totals, and writes them back to your master giving trackerβso your team can trust totals without manual recalculation.
Fundraise Upor swap with your favorite app
2.Continue only for recurring gifts
Integrate Filter by Zapier and workflow automation rules to filter to continue only for recurring donations and qualifying records.
Filter by Zapieror swap with your favorite app
3.Look up donor row by plan ID
Integrate Google Sheets and spreadsheet mapping tools to lookup row in your worksheet by mapping recurring plan ID to a donor row key.
Google Sheetsor swap with your favorite app
4.Format amount and compute updated total
Integrate Formatter by Zapier and data transformation tools to format the donation amount and compute a spreadsheet-style sum for the updated total.
Formatter by Zapieror swap with your favorite app
5.Update total donated field
Integrate Google Sheets and reporting systems to update the matched row and write the updated lifetime total to the total donated field.
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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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