1.Detects new donation records
Integrate Zapier Tables and spreadsheet workflows to detect a new donation in your Donations table.
Update donor profiles and spreadsheet rows from gifts
Automatically detect new donation records in Zapier Tables across fundraising operations. Update donor totals and gift metadata and mirror changes to your central worksheetβso you can keep profiles current without manual spreadsheet work.
How this automation keeps donor profiles updated
When new gifts are entered, manual cleanup and profile matching can cause outdated totals and incorrect stewardship. This automation finds the right person, updates giving fields, and filters for qualifying gift signals and mirrors the results to your fundraising worksheetβso your team can trust each donor profile without double entry.
Zapier Tablesor swap with your favorite app
2.Finds matching person record
Integrate Zapier Tables and data lookup tools to find the person in your People table and match by source ID.
3.Updates cumulative gift fields
Integrate Zapier Tables and analytics tools to increment gift counts and update cumulative giving and gift dates.
4.Filters for qualifying gift signals
Integrate Filter by Zapier and rule engines to continue only for earliest, latest, largest, campaign-specific, or recurring gifts.
Filter by Zapieror swap with your favorite app
5.Updates fundraising worksheet rows
Integrate Google Sheets and spreadsheet workflows to find or create the row and write updated totals and key dates.
Google Sheetsor 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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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