Create a new Zap in Zapier with Web-hooks
You can configure one or multiple web-hooks in RaiseDonors to send data to Zapier. Zapier has 1,500+ apps which can take an action from the data being posted thru the web-hook.
Before getting started
Before beginning this setup process, please note that RaiseDonors has a beta integration with Zapier which allows you to use the "app" RaiseDonors has created inside of the Zapier ecosystem - and bypass the need to proceed with manually configuring web-hooks. Using the built in App from RaiseDonors will save you considerable time and set you up for automatic updates.
To create the Zap, your account will need to support multi-step Zaps.
This help article will walk you thru creating a Zap which receives web-hook notifications from RaiseDonors and inserts specific donation information into a Google spreadsheet. This Zap will require 4 independent steps.
It will be helpful to review what information is available in web-hooks and how web-hooks work inside of RaiseDonors.
RaiseDonors support cannot officially provide support for this integration - as it's a custom solution. Please ensure a developer skill set is available to aid you thru this process.
If you have questions about this process, please drop an email to RaiseDonors help.
Also consider that you can contact Zapier Support for assistance.
Create a new Zap in Zapier and select the App "Webhooks by Zapier".
Set the trigger event to "Catch Raw Hook".
Click into "Set up Webhook".
Copy the Web-hook URL that Zapier has provided.
Log into RaiseDonors and goto Web-hook subscriptions.
Create a new subscription and fill in all of the required fields. Paste the value from Zapier into the "Notification URL" field. Please note Format must be JSON and Status must be set to Active.
Click Save and head back over to Zapier.
Add a new Input Data item with the name "rawBody".
Click the icon to insert a field for the value fo this data item. Select "Raw Body".
var donationObj = JSON.parse(inputData.rawBody);
Close the second step in the Zap, and create a new Step. Choose the App, "Formatter by Zapier". And set the "Choose Action Event" to be "Utilities".
Click into the next section, "Customize Utilities".
For the Transform, select "Line Itemizer (Create/Append/Prepend)".
A donation can have one fund or multiple fund associations. This step will allow you to configure the fund associations in a donation, into individual line items. The alternative is for Zapier to merge each fund association into a comma separated list of values.
Line item group name: Funds
Line item properties: Fund.Name, Fund.Amount, Fund.Code
Click Send Data and Done Editing.
Note, the display will show the values as comma separated. This is not the end result, Zapier is just indicating which values are associated with the properties.
You can repeat this process for other properties of a donation that may have multiple relationships. Examples include,
- Donation.Address (example)
Log into your Google Spreadsheet account and either create a new spreadsheet or locate the spreadsheet you'll be using.
It's important that the spreadsheet has the column headings you wish to capture from the web-hook. This could be just a few, or many.
Back to Zapier, add a new step to the Zap, and select "Google Sheets" as the app type. The action type will be "Create Spreadsheet Row(s)".
Note, there is another action type named "Create Spreadsheet Row", which does not leverage the line itemizer work you did in step 4. Be sure to select the action type that supports line items!
Click into Choose Account - and walk thru the process to authenticate and log into Google Sheets.
Click into Customize Spreadsheet Row. Select the drive, spreadsheet, and worksheet to use.
Click the insert field icon and begin supplying the corresponding values from the webhook information into the appropriate heading. There are a few considerations that are important to understand.
- You will likely never use any values from 1-Catch Raw Hook.
- 3-Utilities (Red) - will contain individual line item information from Funds, which were setup in Step 4 above.
- 4-Utilities (Blue) - is an example showing that we setup an additional line itemizer for Donation.Address. We'd use this grouping if we needed to pull any/all address information for a donation. Common scenarios for this stem from a donation which includes a product - and thus has a shipping address.
When you are finished configuring all of the properties, click into Send Data. Confirm that data can be received and sent as expected. Verify the Google spreadsheet you selected has a new row of data from Zapier.