Zapier is an online automation platform that connects your favorite apps and services to help you get things done faster and easier. Zapier lets you automate tasks across hundreds of apps, including popular services like Slack, Mailchimp, Trello, and more.

Zapier settings are managed from the Zapier integration page in the Fundraise Up Dashboard.

Getting started

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The Zapier integration is enabled the first time you sign in to your Fundraise Up account. However, in order to push data to Zapier, you must first complete some configuration steps in Zapier.

Below are the requirements and connection steps for the Zapier integration.

The Fundraise Up Zapier app is by invitation only and is not listed in the public app directory. See step 3 in the connection guide below to enable the Fundraise Up app in Zapier.

Prerequisites

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Access to your organization’s Zapier account.
Access to your organization’s Fundraise Up account with a user who has the Organization Administrator role.

Connection steps

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Step 1. Go to Zapier integration page in the Fundraise Up Dashboard (you must be logged in).

Step 2. Copy the API key.

You can also use the test Zapier key for your testing purposes. To see this key, enable test data in the Dashboard: click on your organization’s name in the top-right hand corner and toggle on Test data. The test key will automatically appear in the Your API key field.

Step 3. Accept the invitation to Fundraise Up’s Zapier app.

Step 4. From the Zapier dashboard, select the Create Zap button.

Step 5. Using the search input in the Trigger view, look up “Fundraise Up”. You should see a result for Fundraise Up (1.0.0).

Step 6. Select Fundraise Up (1.0.0).

Step 7. In the Event dropdown, select the Fundraise Up event that will start the Zap (more on this below).

Step 8. Select Continue.

Step 9. When prompted to choose an account, select the Sign in button for the Fundraise Up option. A separate window will open.

Step 10. In the Api Key field, paste the API key that you copied from Fundraise Up.

Step 11. Select Yes, Continue.

Step 12. Fundraise Up is now connected to your Zapier account, and you can continue configuring your Zap.

On a free plan, Zapier fetches the last 50 donations every 15 minutes. On paid plans, donations can be fetched more frequently — every 1 or 2 minutes — while still maintaining the 50 donation limit per request. If new donations exceed 50 between requests, those additional donations will not be synced.

Disconnection

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You cannot fully disable the Zapier integration directly from your Fundraise Up dashboard. To disconnect Fundraise Up from Zapier, you’ll need to manage this through your Zapier account settings.

Zaps from Fundraise Up

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Zapier's automations, called “Zaps”, are started by Triggers that can make use of Data.

Triggers offered by Fundraise Up

Trigger	Description
`New Recurring`	The Trigger sent when a new recurring plan is created.
`New Donation`	The Trigger sent when a new donation is made.
`New Supporter`	The Trigger sent when a new supporter record is created in the Dashboard.
`Update Recurring`	The Trigger sent when an existing recurring plan is changed.
`Update Donation`	The Trigger sent when an existing donation is changed.
`Update Supporter`	The Trigger sent when an existing supporter record is changed.

Data

When it comes time to decide what to do in the Zap, certain fields will allow you to access values based upon the Trigger event you selected. We offer the same fields for New and Update Trigger events, so the Data available is best organized by type of activity.

See all Data available for New Recurring and Update Recurring

See all Data available for New Donation and Update Donation

See all Data available for New Supporter and Update Supporter

Simplify fundraising with Zapier and Fundraise Up

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Zapier, when integrated with Fundraise Up, can significantly streamline your fundraising efforts. Here are ways to automate your processes:

Automatically update CRM records for supporters in systems such as Nation Builder, Little Green Light, Beacon CRM, or similar.
Add new supporters to a Mailchimp contact list without manual input.
Automatically create a Trello card for every new donation.
Instantly send personalized thank-you emails to new supporters using Rally Corp, Tatango, LettrLabs, or similar services.
Receive Slack notifications for every donation, keeping your team informed.

Check out our directory page on Zapier for more automation options.

Nonprofit discount

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Zapier offers a 15% discount to eligible nonprofit. Learn more and apply for the discount on Zapier’s website. Learn more →

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