1.Detect new donation
Integrate Double and donation metadata capture to trigger the workflow on each new donation event.
Update campaign totals and announce milestones to chat
Automatically monitor new donation events across Double and campaign tracking tables. Create and update totals and announce milestones when donations are recorded, campaign names match, or remaining amounts changeβso you can protect momentum, inform coordinators, and avoid manual reporting.
How this automation protects fundraising momentum with live milestones
When new donations are recorded, delays can hide which campaign is hitting milestones and impact follow-up timing. This automation monitors donation events, filters for the right campaign, calculates new totals, updates campaign stats, and posts chat progressβso your team sees changes immediately.
Doubleor swap with your favorite app
2.Checks campaign match
Integrate Filter by Zapier and campaign lookup rules to continue only when the donation matches the configured campaign.
Filter by Zapieror swap with your favorite app
3.Finds campaign stats record
Integrate Zapier Tables and analytics tables to look up current total and month rows for calculations.
Zapier Tablesor swap with your favorite app
4.Calculates updated totals
Integrate Formatter by Zapier and numeric formatting tools to compute the new total and remaining amount.
Formatter by Zapieror swap with your favorite app
5.Updates totals and flags
Integrate Zapier Tables and reporting tables to update campaign totals and set month completion flags.
6.Sends chat progress message
Integrate TimelinesAI and team chat messaging to post a milestone update with remaining amount and month label.
TimelinesAIor 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
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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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