1.Watch new donation events
Integrate Donorbox, donation data, and nonprofit forms to capture each incoming donation.
Update donor profiles and notify team for high gifts
Automatically monitor new donation events across Donorbox and ActiveCampaign. Create and update contacts and notify your fundraising channelβso you can update campaign totals, add donation tags, and alert the team without manual follow-up.
How this automation accelerates large gift stewardship
When new donation event arrives, delayed outreach can slow stewardship and reporting. This automation captures donation signals and updates donor profiles and notifies your fundraising channelβso your team can respond at the right moment.
Donorboxor swap with your favorite app
2.Filter one-time donations
Integrate Filter by Zapier, rules, and data filtering to continue only for qualifying one-time gifts.
Filter by Zapieror swap with your favorite app
3.Find or create donor contact
Integrate ActiveCampaign, contact search, and CRM records to find or create the donor contact by email.
ActiveCampaignor swap with your favorite app
4.Compute new campaign totals
Integrate Formatter by Zapier, number math, and campaign fields to calculate updated campaign totals.
Formatter by Zapieror swap with your favorite app
5.Update campaign total and tags
Integrate ActiveCampaign, contact updates, and tagging to write totals and add donation tags.
6.Notify fundraising channel
Integrate Slack, team messaging, and alert routing to post a large-gift message to your fundraising channel.
Slackor swap with your favorite app
Automate your work, your way
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Explore all donor management automations
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.
See how teams are automating with Zapier (and loving it!)
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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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