1.Detect new payment event
Integrate Stripe to detect new payment events and trigger donation receipt processing.
Create a donation record for each incoming online payment
Automatically monitor new payment events across Stripe and monday.com. Create and update a standardized donation item when payment event arrives, charge succeeds, or payment type matches—so you can format dates, capture amounts, and log receipt details without manual entry.
How this automation organizes your donation receipts
When new payment events come in, delayed or inconsistent receipts can slow reconciliation. This automation reformats payment dates and creates standardized donation items in your finance board—so your team can reconcile faster without manual entry.
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2.Formats payment date
Integrate Formatter by Zapier and date formatting tools to reformat the payment created timestamp to board-ready dates.
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3.Creates donation record item
Integrate monday.com and finance board tools to create or match a donation item with amount, date, and payer fields.
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Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Add donation rows from incoming payment webhooks now
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Explore all donation receipt management automations
Streamline donor acknowledgments with automated receipt generation, donor record updates, and finance logging
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
ステップ 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
ステップ 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
ステップ 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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