Overview
Zapier is a workflow automation tool that enables the creation of automated workflows (Zaps) that send data from one app to another. It connects with most nonprofit CRMs (Salesforce, Neon CRM, Bloomerang, Bonterra, etc.), email platforms (Mailchimp, Constant Contact, etc.), and thousands of other applications.
Example Zap pushing new DonorSpring contacts to Mailchimp
Prerequisites
Create a Zapier account (if you don't already have one)
Visit the Integrations page in the DonorSpring app and click the "Accept Zapier Invite" button to make our integration available in your Zapier account
Create a Zap
In Zapier, Click the + Create button followed by the Zap button in the menu that appears.
Click the Trigger or Action node in the Zap editor and search for DonorSpring.
As an example, we'll select the New Donation event to trigger a workflow when a new donation is created in DonorSpring.
The first time you use DonorSpring in a Zap you will also need to connect your DonorSpring account to your Zapier account. You can use the same email and password that you use to sign into the DonorSpring application.
After connecting your account, continue to the Test tab to pull in real sample data from your DonorSpring database.
We'll dive into more details on each of our supported Triggers and Actions below.
Capabilities
Zapier apps contain two core concepts - Triggers and Actions. Triggers start an automated workflow based on an event that occurs in the source app. Actions do something in a target app after an automated workflow is triggered.
Triggers
New Donation
This trigger fires when a new donation is created within DonorSpring. It includes most core information about the donation including the amount, date/time, donor name, donor email address, type (recurring or one-time), and more. Example workflows could include:
Push new DonorSpring donations to your email platform (MailChimp, etc.) to segment contacts based on donation activity
Push new DonorSpring donations to your CRM (Salesforce, etc.) so that a contact’s giving history in the CRM is accurate
Push new DonorSpring donations to a reporting or accounting app
Amount fields are in cents. You can use a Formatter step in your Zap to to get it into cents before sending to your destination app.
New Contact
This trigger fires when a new DonorSpring-sourced contact is added to the customer’s audience. It includes most core information about the contact including name, email address, mailing address, and more. Example workflows could include:
Push new DonorSpring contacts to your email platform (MailChimp, etc.)
Push new DonorSpring contacts to your CRM (Salesforce, etc.)
If your DonorSpring subscription doesn't include access to DonorSpring-sourced contact information, some contact fields will be anonymized.
Actions
Create Donation
This action creates a new "external donation" record within DonorSpring. This might be useful if your DonorSpring subscription requires that you report donations from DonorSpring-sourced contacts in another donation processor back to us.
We require the donation Amount to be in cents. If your source app uses a different format, you can use a Formatter step in your Zap to to get it into cents.
Create Contact
This action creates a new contact within DonorSpring. This could be used to continuously sync new contacts from your CRM or email platform into DonorSpring. It can also be used to do an initial bulk import of contacts into DonorSpring if your source app is in the list of apps that support Zapier's Transfer existing data feature.
Only the Email, Upload Type, and Opted In fields are required. Upload Type defaults to "zapier" and but you can update this to a different value to segment contacts based on their source. Opted In confirms that this contact has opted in to receive emails from you. If it is set to "False" the contact will not be included in your DonorSpring campaign audience.
