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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap.

Add your action

An action happens after the trigger—such as "Create or Update Levitate Contact" in Levitate.

You’re connected!

Zapier seamlessly connects Keela and Levitate, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Primary Email
  Required
- First Name
- Last Name
- Origin ID
- Priority
- Email Subscription Status
- Solicitation
- Phone
- Birth date
- Address Line 1
- Address Line 2
- Address - City
- Address - Postal/Zip
- Address - State/Province
- Address - Country
- Company
- Household
- Tags
- Website
- X (formerly Twitter)
- Facebook
- Youtube
- LinkedIn
- Instagram
- TikTok
Action
Write
- Name
  Required
- Primary Email
  Required
- Origin ID
- Interaction Type
  Required
- Subject
  Required
- Interaction Date
  Required
- Description
Action
Write
- Amount
  Required
- Category
  Required
- Date Received
  Required
- Name
  Required
- Primary Email
  Required
- Impact Area
- Campaign
- Sources
- Soft Credits
- Soft Credit Amounts
- Dedication
- Notes
- Payment Method
  Required
- Field Replacement Logic
  Required
Action
Write
- Donor Name
  Required
- Donor Email
  Required
- Donation Amount
  Required
- Donation Date
- Donation Type
- Campaign
- Donation Stage
- External ID
- Donor ID
Action
Write

- Amount
  Required
- Date Received
  Required
- Name
  Required
- Primary Email
  Required
- Impact Area
- Campaign
- Sources
- Soft Credits
- Soft Credit Amounts
- Dedication
- Notes
- Payment Method
  Required
- Field Replacement Logic
  Required
Action
Write
- Primary Email
  Required
- First Name
- Last Name
- Origin ID
- Priority
- Email Subscription Status
- Solicitation
- Phone
- Birth date
- Address Line 1
- Address Line 2
- Address - City
- Address - Postal/Zip
- Address - State/Province
- Address - Country
- Company
- Household
- Tags
- Website
- X (formerly Twitter)
- Facebook
- Youtube
- LinkedIn
- Instagram
- TikTok
- Field Replacement Logic
  Required
Action
Write
- Contact ID in Source System
  Required
- Last Name
- First Name
- Full Name
- Email Addresses
- Phone Numbers
- Address Line 1
- Address Line 2
- Address City
- Address State / Province
- Address Postal Code
- Address Country
- Birthday
- Tags
- Note
Action
Write
- Policy Number
  Required
- Carrier Name
  Required
- Premium
  Required
- Renewal Date
  Required
- Effective Date
  Required
- Policy Holder ID
  Required
- Cancellation Date
  Required
- Line of Business
  Required
- Policy ID in the Source System
  Required
- Origination Date
- Policy Holder First Name
- Policy Holder Last Name
- Policy Holder Email
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Keela and Levitate to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Keela to Levitate integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Keela

Keela is a complete fundraising and donor management software that empowers nonprofits to deepen their relationships with donors.

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Related categories

CRM (Customer Relationship Management)

About Levitate

Our Happiness Platform combines authentic communication tools, dedicated success specialists and AI to help you build lasting relationships.