New for Donately: Search for Donor Records with Zaps

Kim Kadiyala
Kim Kadiyala / January 17, 2017

With beautifully designed donation forms and easy to understand analytics tools, Donately aims to help nonprofit organizations raise more money with less effort. When paired with Zapier, your team's productivity can skyrocket, letting you focus your efforts on the mission, not the minutia.

Popular Zaps like these are helping organizations automate their fundraising tasks:

What's New with Donately

New Search

  • Find Person: Finds an existing person connected to this account as a donor, contact, or admin.

Diving deep into data takes time you don't have. Now you can use a search action in Donately to pull the extended donor record based off their unique identifier. This means you can use Zaps to access helpful info like all-time donated total per donor. Pass that data along to your other apps so you can see the big picture. That way, you can spend your time making an impact.

How to Automate Donately with Zapier

  1. Make sure you have a Zapier account and an Donately account

  2. Try some pre-made Donately integrations and learn more about how Donately works with Zapier

  3. Check out our Donately help documentation for details on connecting your account and setting up your first Zap

  4. Or login to build a custom workflow with Donately and Zapier