Zapier

Connect Fundraise Up to thousands of other apps using Zapier

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

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

Getting started

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

Below, review the prerequisites and connection steps for the Zapier integration.

The Fundraise Up Zapier app is invitation-only and is not listed in the public app directory. Refer to step 7 in the connection guide below to activate the Fundraise Up app in Zapier.

Prerequisites

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

Connection steps

Log in to Fundraise Up
Select your user account from the upper right corner of the Dashboard
Select Settings
Select Integrations from the sidebar menu
Select Zapier
Copy the API key
Accept the invitation to Fundraise Up’s Zapier app
From the Zapier dashboard, select the Create Zap button
Using the search input in the Trigger view, look up “Fundraise Up”. You should see a result for Fundraise Up (1.0.0)
Select Fundraise Up (1.0.0)
In the Event dropdown, select the Fundraise Up event that will start the Zap (more on this below)
Select Continue
When prompted to choose an account, select the Sign in button for the Fundraise Up option. A separate window will open
In the Api Key field, paste the API key that you copied from Fundraise Up
Select Yes, Continue
Fundraise Up is now connected to your Zapier account, and you can continue configuring your Zap

Zapier retrieves only the last 50 donations made every 15 minutes, so any donations beyond this 50 donation limit within that 15-minute time frame will not be synchronized.

Zaps from Fundraise Up

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

Use cases

Zapier is a powerful tool for connecting your favorite apps and services together to make your life easier. When combined with Fundraise Up, you can leverage Zapier to automate your fundraising processes. Here are some examples of how you can use Fundraise Up with Zapier.

Automatically update supporter records in your CRM
Automatically add new supporters to a contact list in Mailchimp
Create a Trello card each time a new donation is made
Send personalized thank you emails to new supporters
Create Slack notifications when a donation is received

Nonprofit discount

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

In this article