Create a new Zap in Zapier
RaiseDonors has built a Zap which is currently in Beta testing. You are encouraged to use this App knowing that it is not yet finalized and could be prone to issues. For access to this beta App, please reach out to our help desk and request more information.
This help article will walk you thru configuring RaiseDonors to push new donation information into a Google Spreadsheet. But the possibilities to use any of Zapiers 1,500+ apps is endless!
Before getting started
RaiseDonors' App currently supports one trigger action. You can configure the Zap to receive information for any new donation. This event will be nearly instantaneous from when the donation was placed. And it will include approved, declined, one-time, and recurring donations. Basically any incoming donation to RaiseDonors (regardless of status) - will be received by Zapier.
The one exception to this is any donation created thru RaiseDonors API. API events are not currently sentt to Zapier.
The latest version of our App is 22.214.171.124. Please do not use version 126.96.36.199.
If your needs are more customized and this app will not work, please reference our web-hook integration with Zapier which is more advanced and customizable.
RaiseDonors support cannot officially provide support for this integration - as it's in a beta phase.
If you have questions about this process, please drop an email to RaiseDonors help.
Also consider that you can contact Zapier Support for assistance.
To get started, someone from RaiseDonors will send you an invitation to use the beta app. Don't have an invitation? Click here and request one.
You'll need to ensure you are logged into your account to accept the private beta invitation.
Create a new App and begin by typing "RaiseDonors". Select the most recent version, which is currently v188.8.131.52.
Select the tigger, "A new donation has been submitted" and continue.
You'll need to log into your RaiseDonors account and go into the API section. Read thru the documentation on how to create a new license key, that is not read only. To complete the "Choose Account" step in Zapier, you'll need to supply your Organization Key and License Key. After Zapier has successfully authenticated with RaiseDonoros, click Continue.
Supply a random, alpha-numeric security token and click Continue.
Click Test & Review to ensure Zapier can successfully communicate with RaiseDonors.
Open a new tab in your browser for a moment and 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 in Zapier, add a new step to the Zap, and select "Google Sheets" as the app type. (Note, this is just for our example. Feel free to add any of the 1,500+ apps which Zapier supports).
The action type will be "Create Spreadsheet Row(s)".
There is another action type named "Create Spreadsheet Row", which does not leverage line itemized data. Be sure to select the action type that supports line items, or you will have concatenated data for funds and addresses.
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 RaiseDonors app into the appropriate heading. This is where it can be helpful to reference the data which is supplied by RaiseDonors to Zapier.
Once all of the properties are configured, click Send Data and confirm that data is being added to your Google spreadsheet.
Click Done. Be sure to activate your new App. You are all done!