1.Monitor new file in folder
Integrate Dropbox and file ingestion tools to detect new recurring gifts CSV uploads to trigger thermometer updates.
Update campaign thermometer row with recurring gift totals
Automatically monitor new recurring gifts CSV uploads across Dropbox. Update thermometer totals in your tracking sheet when qualifying files land, matching filename patterns, or year filters passβso you can protect reporting and avoid manual row edits.
How this automation keeps campaign totals current
When qualifying recurring gifts files land in a shared folder, delays can leave campaign metrics stale. This automation watches Dropbox for new files, filters and parses recurring gift CSV content, and updates your thermometer row in Google Sheetsβso your team can review totals without manual row edits.
Dropboxor swap with your favorite app
2.Filter qualifying recurring gifts
Integrate Filter by Zapier and routing rules to continue only for matching recurring gift files to reduce noise.
Filter by Zapieror swap with your favorite app
3.Parse CSV into line items
Integrate Formatter by Zapier and CSV parsing tools to import CSV and map donation fields to structured line items.
Formatter by Zapieror swap with your favorite app
4.Update thermometer row amount
Integrate Google Sheets and spreadsheet updates to match the configured row and write the recurring gift total to the amount column.
Google Sheetsor swap with your favorite app
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