1.Detect new fundraiser submission
Integrate ConnectionPoint and form submission tools to capture the new fundraiser payload and map fields to variables.
Create fundraiser and team records for campaign signups
Automatically monitor new fundraiser submissions across ConnectionPoint and Gmail and monday.com and Zapier Tables. Create and update records when new submission, form submission completed, or signup createdβso you can notify staff, create fundraiser items, and log tracking entries without manual paperwork.
How this automation creates fundraising records at scale
When a new fundraiser submission arrives, signup data can get scattered across inboxes and boards and delays updates. This automation pulls and normalizes each submission, notifies staff, creates individual and team items, and logs tracking recordsβso your team can report faster.
ConnectionPointor swap with your favorite app
2.Split and normalize fundraiser name
Integrate Formatter by Zapier and data formatting tools to split full name into parts and default missing team data.
Formatter by Zapieror swap with your favorite app
3.Send staff notification email
Integrate Gmail and email templates to notify staff with fundraiser name and submitted email using campaign context.
Gmailor swap with your favorite app
4.Create individual campaign item
Integrate monday.com and campaign boards to create an item and map fundraiser fields into the right columns.
monday.comor swap with your favorite app
5.Create qualifying team item
Integrate monday.com and collaboration boards to create a team item when the role qualifies, and map team details.
6.Create tracking table row
Integrate Zapier Tables and reporting tools to create a tracking record linking fundraiser and team item IDs.
Zapier Tablesor swap with your favorite app
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Accelerate fundraising campaigns with automated donor updates, campaign alerts, and follow-up tasks
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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