Give Zapier

Fundraising teams often copy donor details by hand from one tool to another. A gift arrives in GiveWP, then someone has to update the CRM, add the donor to a mailing list, record the amount in accounting software and tell the team. Give Zapier removes much of that repetition by passing the information along for you.

It works as an add-on for GiveWP and uses Zapier to connect with the services your organization already uses, such as Salesforce, MailChimp, Xero and Slack. You build the connections in a user-friendly interface and no coding is needed. That makes it a fit for nonprofits that want their donation platform to work with the rest of their tools.

Features

• Connects to many web services: Link GiveWP with a wide range of apps through Zapier, including Google Docs, Twilio, Salesforce and Dropbox, so donation activity can trigger actions elsewhere.
• Email and SMS notifications: Alert your team or your donors by Twilio or Gmail whenever a donation comes in, so people hear about new gifts promptly.
• CRM syncing: New donors and their details can be added automatically to CRM platforms such as Highrise and Salesforce, which keeps contact records ready for follow-up.
• Accounting tool integration: Create invoices and update contacts in financial tools like Xero, so your records stay accurate without retyping donation details.
• Mailing list updates: Sync donor information with Campaign Monitor, MailChimp, AWeber and other mailing platforms to keep your email lists current.
• Spreadsheet and CSV logging: Each donation can be written as a new row in a shared sheet or a CSV file kept in Google Drive or Dropbox, giving you a running financial record.
• Help desk ticket creation: Open support tickets in help desk systems such as Zendesk or Desk.com when a donor needs attention, which helps with issue tracking.
• Team chat alerts: Post instant messages to team communication apps like Slack, HipChat or Hall so everyone stays informed about new donations.

Best for

• Nonprofits running donations with GiveWP
• Fundraising teams that copy donor data between tools
• Organizations without developers who want automated workflows