Zapier

To use Zapier with Fundraise Up, you’ll first connect the integration in your Dashboard, then create Zaps in your Zapier account.

A Zap is an automation in Zapier that connects two or more apps to perform tasks when a specific event happens — like a new donation in Fundraise Up. For example, you can create a Zap that sends a Slack message to your team every time someone donates, or one that adds new recurring supporters to a Mailchimp contact list.

• Access to your organization’s Zapier account.
• Admin access to your organization’s Fundraise Up account.

1. Go to Settings > Integrations in the Fundraise Up Dashboard.
2. Click Add Integration, then choose Zapier.
3. Click Connect to Zapier. You’ll be redirected to Zapier to log in and approve the connection.
4. After authorization, you’ll return to Fundraise Up and see the integration listed as connected.

You can now create Zaps.

1. In your Zapier account, click Create Zap.
2. Search for and select Fundraise Up (2.0.0).
3. Choose a trigger event — for example, New Donation or Updated Recurring Plan.
4. Select your connected Fundraise Up account.
5. Set up the action you want Zapier to perform, such as adding the supporter to your CRM or sending a Slack message.
6. Save and activate the Zap.

You can create up to 10 active Zaps per Fundraise Up connection. Each Zap runs independently and listens for the specific type of update you selected.

You can disconnect the Zapier integration either from Fundraise Up or from your Zapier account.

From Fundraise Up

1. Go to the Integrations tab in the Dashboard.
2. Find the Zapier integration and click Disconnect.
3. This stops data delivery and deactivates all connected Zaps.

From Zapier

1. Go to your Apps section in Zapier.
2. Find Fundraise Up and click Disconnect.
3. This sends a request to Fundraise Up to stop data delivery to all connected Zaps.

You can set up automations in Zapier using trigger events from Fundraise Up. When a trigger is activated — for example, when a new donation is made — Zapier receives the data and passes it to the connected app.

Each trigger includes a set of data points that you can use when building your automation. These data points vary based on the trigger type.

With the Zapier integration, you can connect Fundraise Up to the tools your organization already uses — no manual work required. Build automations that save time, reduce errors, and keep your data flowing.

Here are a few examples of what you can do:

• Add new supporters to a Mailchimp contact list automatically.
• Send a Slack message to your team when a new donation is made.
• Add recurring donors to your CRM, like Nation Builder, Little Green Light, Beacon CRM, or similar.
• Send a personalized thank-you email or SMS using tools like Rally Corp, Tatango, LettrLabs, or similar services.
• Create Trello cards for your team to follow up on high-value donations.

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