Zapier

To use Zapier with Fundraise Up, you'll connect the integration in your Dashboard, then create automations in your Zapier account.

The integration works in real-time using webhooks. When events occur in your Fundraise Up account, data is sent to Zapier immediately so your automations can run without delay.

In Zapier, automations are called Zaps. When something happens in Fundraise Up — like receiving a donation — your Zap can automatically do something in another app. For example, you might have one Zap that sends a Slack message to your team when someone donates, and another that adds new supporters to your Mailchimp list.

Setting up the Zapier integration involves connecting your accounts and creating your first automation.

Before you begin, make sure you have:

• Access to your organization's Zapier account.
• Organization Administrator role in your Fundraise Up account (only Organization Administrators can add integrations).

The Zapier integration uses OAuth for secure, account-based authentication.

To connect the integration:

1. From your Fundraise Up Dashboard, go to Settings > Integrations.
2. Click Add Integration, then choose Zapier.
   

3. Click Connect to Zapier. You'll be redirected to Zapier to log in and authorize the connection.
4. After authorization, you'll return to Fundraise Up and see the integration listed as connected.

You can now create Zaps in your Zapier account.

To create a Zap that uses Fundraise Up data:

1. In your Zapier account, click Create and select Zaps.
2. Click on the Trigger section, search for and select Fundraise Up.
3. In the section that appears on the right, choose a Trigger event, such as New Donation, Updated Recurring Plan, or any other option from the dropdown list.
   

   Zapier interface for selecting a trigger event from Fundraise Up

4. Below the Trigger event, select your Fundraise Up Account that you connected to Zapier.
5. Click Continue. If you see the error Authorization connectKey missing for Fundraise Up, it means you're trying to connect an older version of the integration. Check this article for troubleshooting: Migrating to the New Zapier Integration.
6. Click on the Action section and select the app that you want to connect.
7. In the section that appears on the right, choose an Action event from the dropdown list.
8. Below the Action event, select the Account that you want to use.
9. In the Configure tab, set up the things you want the Zap to do. These fields are different for each app.
10. Click Continue.
11. Test and publish your Zap.

After creating a Zap, you can add filters to fine-tune when your automations run. Filters let you set conditions based on donation amount, supporter location, or other data points.

For example, to create a Zap that only runs for donations over $100:

1. On your Zap creation screen, click the + sign between Fundraise Up and Action sections.
2. Click Filter.
   

   Zapier interface for creating a filter in a Zap

3. In the section that appears on the right, open the Choose field dropdown menu and select Donation Amount.
4. Open the Choose condition dropdown menu and select (Number) Greater than.
5. Enter 100 in the value field.
6. Click Continue.

You can add multiple filter conditions to create more specific automations.

Fundraise Up offers six trigger events that you can use in your Zaps:

New Donation triggers for every transaction — both one-time donations and each installment for a recurring plan. If you want to limit this to one-time donations, add a Filter step in your Zap:

1. On a Zap creation screen, click the + sign between Fundraise Up and Action sections.
2. Click Filter.
3. In the section that appears on the right, open the Choose field dropdown menu and select Is Recurring Donation?
4. Open the Choose condition dropdown menu and select (Boolean) Is false.
5. Click Continue.

Each trigger includes specific data points that you can map to fields in your connected apps. The available data varies by trigger type.

If you want to include test donations in your automations, enable the Sync test data option in your Fundraise Up integration settings.

To enable this setting:

1. Go to Settings > Integrations in your Dashboard.
2. Find your Zapier integration and click to open it.
3. Check the Sync test data option.
   

   Settings for enabling or disabling syncing of test data and subaccounts

Enable this setting before creating test donations if you want those donations to be picked up by your automations.

If your organization uses subaccounts, enable the Sync subaccounts option to include donations from all subaccounts in your Zap triggers.

To enable this setting:

1. Go to Settings > Integrations in your Dashboard.
2. Find your Zapier integration and click to open it.
3. Check the Sync subaccounts option.

This setting applies to all Zaps connected to your account.

If your account doesn't have subaccounts, this option won't be visible.

If donations aren't appearing in your connected apps, check your Zap History to see if your automations are running correctly:

1. In your Zapier account, go to Zap runs in the left sidebar.
2. Find your Fundraise Up Zap and click on it.
3. Review the recent runs to see if there are any errors or failed attempts.
4. Click on individual runs to see detailed information about what data was processed.

This will show you whether your Zaps are running successfully or encountering errors that need attention.

You can disconnect Zapier from either your Fundraise Up Dashboard or your Zapier account. Disconnecting stops data delivery and deactivates all connected Zaps.

From Fundraise Up:

1. Go to Settings > Integrations in your Dashboard.
2. Open the Zapier integration and click Disconnect.

From Zapier:

1. Go to Apps Connections section in Zapier.
2. Find Fundraise Up, click the three dots menu, and select Delete.

Here are common ways organizations use Zapier with Fundraise Up.

Connect to your CRM: We offer native integrations with many popular CRMs — check our full list of integrations. For other CRM platforms, use Zapier to automatically add new supporters, update records when recurring plans change, or create follow-up tasks for high-value donations.

This works with platforms like Nation Builder, Little Green Light, Beacon CRM, and many others.

Team notifications: Send instant alerts to Slack channels when donations are received, recurring plans are updated, or goals are reached. Keep your team informed without manual checking.

Email marketing: Add supporters to targeted lists in Mailchimp, Constant Contact, or Campaign Monitor based on donation amount, location, or giving frequency.

Thank you messages: Send personalized thank-you emails or SMS messages using tools like Rally Corp, Tatango, or LettrLabs. Customize messages based on donation amount or supporter type.

Spreadsheet tracking: Export donation data to Google Sheets or Microsoft Excel for custom analysis, budget tracking, or board reporting.

Project management: Create Trello cards or Asana tasks for donation follow-up, especially for major gifts or corporate partnerships.

Financial systems: Connect to QuickBooks Online, Xero, or other accounting software to automatically record donations and generate financial reports.

Zapier offers a 15% discount for eligible nonprofit organizations. To apply, visit zapier.com/non-profits.