Zapier integration

Fundraise Up + Zapier

Make your donor data work smarter by syncing it with other organizational apps — from marketing and email, to CRM and accounting. Access over 8,000+ apps through a Zapier integration, without technical know-how.
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G2 Rating
rated 4.8/5

Power up your productivity

Level up your team’s efficiency and engage with donors proactively by automating your tasks through workflows. Donor data syncs instantly between Fundraise Up and your apps, ensuring that all new donations and recurring plan changes automatically update across your tech stack.

Connect your apps
Marketing and email automation
Connect with donors the moment they give. Send instant thank you emails, include them in your newsletter nurture campaigns, and track the performance of your digital outreach.
ThankViewActiveCampaignGmailMailchimpConstant ContactWix
Donor management
Automatically sync donor records when gifts are made or donor information is updated in Fundraise Up. Keep donor profiles up-to-date with instant updates for new donations, recurring plan changes, and contact information updates.
HubspotAmiliaZoho CRMLittle Green LightBeacon CRM
Accounting
Eliminate manual input errors and save time by automatically syncing donor transactions from Fundraise Up to your accounting software. Donor records will update instantly with every donation and recurring plan changes.
Zoho BooksSage AccountingXeroQuickBooks OnlineWave Accounting
Productivity
Keep your teams informed with instant notifications whenever significant contributions are made, major gifts arrive, or donors hit important milestones. Engage with your donors by celebrating these achievements in real time.
GmailSlackGoogle SheetsTrelloAirTable
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Fundraise Up is rated
Stars
4.8/5 on G2
G2 Badges: High Performer, Best Support, and Best Meets Requirements

How it works

Zapier connects your organizational apps using automated workflows called Zaps. These “IF this happens, then DO that” rules handle tasks automatically, eliminating manual steps. Read our blog for workflow inspiration and examples.

1

Get a Fundraise Up account

Once you’ve signed up for a Fundraise Up account, add the Zapier app by going to Integrations in your account settings, then connect Zapier with a few clicks.
2

Get a Zapier account

Log into your Zapier account and add the apps you want to receive automated donor data from Fundraise Up.
3

Create Zaps in Zapier

Create Zaps to sync donor data between Fundraise Up and your other apps in real-time when donations occur, recurring gifts process, or supporter details update.

  • Set up your trigger to start your Zap
  • Set up your action
  • Test and review
4

Zap, sync, and watch the magic happen!

Your Zap is now running and automating tasks for you.

See Fundraise Up’s innovative features in action

Talk to our digital fundraising experts about how Fundraise Up can elevate your organization’s donor revenue.
Request demo

Frequently Asked Questions

How do Zaps work?

Before creating a Zap, think about what you want to accomplish. Here’s an example: When you receive donations through your website’s donation form, you may want to automatically create new donation records in your marketing automation platform (like ActiveCampaign or Mailchimp) — no copying and pasting required. Break down your automation goal by answering these questions:

  • What apps do I want to use? A donation form app “Fundraise Up” and marketing automation app “ActiveCampaign”
  • What event will trigger my Zap? When there’s a new donation in Fundraise Up
  • What action will my Zap perform? Add the new donation record to ActiveCampaign
  • What information do I want to move between those apps? The donor’s name, email address, and donation amount
What events can I use in Fundraise Up as a trigger in Zapier?

Our Zapier integration uses webhooks to connect with a wide range of apps. Zapier requests data from your trigger (see below) in real-time. Here are the available triggers:

  • New donation
  • Updated donation
  • New recurring plan
  • Updated recurring plan
  • New supporter information
  • Updated supporter information
Can I add custom fields to triggers?

Yes, we’ve expanded our custom field data points, which are now included in the following triggers:

  • New donation
  • Updated donation
  • New recurring plan
  • Updated recurring plan
  • The cancellation reason field has been added to the New recurring plan and Updated recurring plan triggers.
What does this integration cost?

Zapier requires a paid plan to use the Fundraise Up + Zapier integration. You can view Zapier pricing plans, and nonprofits receive a 15% discount.

Do I need a specific Zapier plan in order to use the Fundraise Up integration?

The Fundraise Up integration uses webhooks, which are available with Zapier’s free plan. However, if you’re connecting to a premium app, Zapier requires a Professional pricing plan.

How secure is Zapier?

Zapier provides robust security measures. The platform has earned AICPA SOC certifications (SOC 2 Type II and SOC 3) through independent audits. All stored data uses 256-bit AES encryption, while data in transit is secured with TLS 1.2.