1.Watches new CSV folder uploads
Integrate Dropbox and CSV ingestion tools to watch the configured folder for new uploads and pass file contents to the flow.
Update campaign pledge row from new gift file
Automatically monitor new CSV uploads across Dropbox folders and ingest donor pledge batches. Create and update pledge rows when annual batch files arrive, qualifying rows match, or campaigns are identifiedβso you can convert line items, upsert campaign pledges, and keep outreach data current without manual spreadsheet updates.
How this automation updates your pledge rows
When new donor CSV batches land in the monitored folder, delays can break reporting and outreach timing. This automation watches new uploads, filters the right files, formats line items, and upserts and updates campaign pledge rowsβso your team stays aligned.
Dropboxor swap with your favorite app
2.Filters annual batch files
Integrate Filter by Zapier and data validation tools to continue only for qualifying annual batch files and stop for recurring gift files.
Filter by Zapieror swap with your favorite app
3.Imports CSV into line items
Integrate Formatter by Zapier and CSV parsing tools to import CSV contents, structure line items, and normalize numeric amount fields.
Formatter by Zapieror swap with your favorite app
4.Finds or creates campaign row
Integrate Google Sheets and spreadsheet row lookup tools to match campaign identifiers and create a new row when no match exists.
Google Sheetsor swap with your favorite app
5.Updates campaign pledge columns
Integrate Google Sheets and reporting columns to map source pledge fields to goal and actual columns and update the matched row.
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Accelerate fundraising campaigns with automated donor updates, campaign alerts, and follow-up tasks
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