• Home

  • Automation with Zapier

  • Automation inspiration

Automation inspiration

0 min read

Make every fundraising campaign count with DonorDock

By Krystina Martinez · February 27, 2024
DonorDock and QuickBooks Online hero.

When I worked in public radio, I was amazed at our fundraising team whenever it was time for our semi-annual fundraising drives. They tackled everything from coordinating volunteers and on-air talent to reviewing contributions and targets. 

I did what I could to make their jobs easier (primarily by doing whatever they asked), but a tool like DonorDock would've been more valuable. DonorDock is a Customer Relationship Management (CRM) platform that helps you manage donor relationships and fundraising campaigns in one place.

With support for various donation methods, DonorDock makes it easy to accept donations through a text message, a QR code, or embedding a form on your website. You can even create custom giving pages for donors to contribute to specific grants and funds.

As those contributions roll into DonorDock, you can automate the accounting with Zapier. Just create a simple Zap (our word for our automated workflows) that automatically searches for QuickBooks Online customers and generates sales receipts whenever you receive a new gift through DonorDock. That way, you can accurately tally contributions in your accounting software as you receive them.

The problem: You juggle multiple roles, so bookkeeping is the last thing on your mind until the fundraising campaign ends.

The solution: Automatically create sales receipts through QuickBooks Online with every new donation in DonorDock. Keep your financial records accurate through the busy fundraising season so that you can generate campaign reports faster. 

A Zapier automated workflow that finds QuickBooks Online customers and creates sales receipts when there are new DonorDock gifts.

Ready to try it yourself? Get started with our pre-made workflows called Zap templates. Just click on the template below, and we'll guide you through the setup process. It only takes a few minutes.

Find customers and create sales receipts in QuickBooks Online for new DonorDock gifts

Find customers and create sales receipts in QuickBooks Online for new DonorDock gifts
  • DonorDock logo
  • QuickBooks Online logo
DonorDock + QuickBooks Online

QuickBooks Online is a premium app—available on paid Zapier plans. Learn more about premium apps.

Zap rating: Intermediate

Pro tip: Don't use QuickBooks Online for accounting? No problem! DonorDock connects with other accounting tools through Zapier so you can keep track of new donations.

And this is just the start of all you can do with DonorDock and Zapier. Zapier supports thousands of apps so that you can automate almost any task at work. Start building your Zap now, and see what you can create.

New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with 6,000+ apps to build and automate anything you can imagine. Sign up for free to use this app, and thousands more, with Zapier.

Get productivity tips delivered straight to your inbox

We’ll email you 1-3 times per week—and never share your information.


Related articles

Improve your productivity automatically. Use Zapier to get your apps working together.

Sign up
A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'