Zapier is a great tool that can be used to integrate with your other services, including Google Sheets, Quickbooks, and Salesforce, etc. This article will walk through the basics of how to set up a Zapier integration!
Note: Zapier is a separate software with a separate cost. The GivingFuel team will be available to assist with details pertaining to the GivingFuel software. If you need assistance with your Zapier account, please contact their respective support teams.
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Sign Up for Zapier
Go to zapier.com, and click Sign Up in the upper-right corner
Enter your work email
Enter your first and last name
Click Get Started for Free
Enter your Password
Click Get Started for Free
Add your role in your organization
Add your company size
Add the apps you would like to use, or select Skip Question
Start Your Integration in GivingFuel
From the Pages screen, hover over the Extras tab in the top menu bar
Select Integrations
Click Add Integration
Select the Zapier option
Choose a workflow from the available options, or click Create from Scratch
If you click Create from Scratch, click Go to Zapier link
Log into your Zapier account
Create a Zap
Add a Zap
Click + Create in the top left corner of your account
Select Zaps from the dropdown
Optional: Rename Zap
At the top of the page, select Untitled Zap
Add the name of your Zap
Click Return or Enter
Add your Trigger (GivingFuel Settings)
Click the Trigger box, and select GivingFuel (the Trigger is the event that starts your Zap)
Click the Trigger Event box, and select the event
New Donation: this option triggers when a new donation is submitted, and does not include any recurring donations
New Recurring Transaction: this option triggers when a recurring donation is submitted (the first instance of a recurring donation, the donation will be a New Donation)
New SMS Transaction: this options triggers when an SMS donation is processed
Under Account, connect your GivingFuel account if you haven't already done so
Click Sign In
If you are a user on multiple GivingFuel accounts, confirm that you are connecting the correct account.
To change the account, click Change Account, and select the correct account from the dropdown
Click Authorize
Once your account is connected, click Continue
In the Campaigns field, select the GivingFuel page(s) you want to be included in the Zap
Click Continue
Click Test Trigger
Click Continue with Selected Record
Add Your Event (Integration Settings)
Select the product to which you want to connect (in this example, we are connecting with Google Sheets)
In the Action Event, select the event you would like
In the Account field, connect your app account if you haven't already done so
Click Sign In
Log in to your account
Click Continue
Configure the account settings as needed. The fields that appear will vary depending on the integration you are creating
Customize the GivingFuel Data that you want to appear in your integration
In the integration fields that appear within Zapier, you can choose to add text
You can also add GivingFuel data points by clicking the + icon, and selecting the appropriate GivingFuel field
Pro Tip: You can add multiple GivingFuel data points to a single field in your integration by clicking the + icon again. For example, you can add a donor's entire address, including the address line, city, state, and zip code, into one integration field.
If you choose multiple GivingFuel data points, make sure to add a space. Otherwise, these data points will not have a space between them, making your data points more difficult to read.
Click Skip Test, or Test Step
Click Publish
Congrats! You have set up your Zap! This Zap can be found under the Zaps tab on the left-hand side.
FAQs
Why do I see Buster Bluth in my Zapier test information?
Buster Bluth is a standard test donor that is used for testing your Zapier connection. If you see this information, continue the test as expected.
Will Zapier send over any previous donors when I set up my Zapier integration?
Currently, Zapier only sends over any new donations that occur after the Zapier integration is set live. Any donations that took place before the integration was set up will not be sent through Zapier.
Can I use Zapier to send over declined donations to another platform?
At this time, Zapier will only fire when a donation is Completed. There is no way to trigger a declined donation into Zapier.
Can I use Zapier to send information from another platform into GivingFuel?
Zapier can only be used to pull information from GivingFuel into another platform. Zapier cannot be used to send information from another platform into GivingFuel.
If I edit my donation after Zapier sends it to another platform, will Zapier update the donation in the new platform with the updated information?
Zapier will only send information to the new platform when the donation is originally processed. If a donation is later edited in GivingFuel (for example, a user submits a full or partial refund), Zapier will not send this updated information to the new platform.