AUTOMATION CONNECT

Connect Zapier and integrate with 3000+ apps

Connect Charitable to your favorite apps by creating automatic workflows with automation platforms like Zapier, Zoho Flow, Integromat or Automate.io.

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Zapier is the world’s most popular automation platform and integrates with thousands of other apps. Here’s a small sample of what you can achieve:

  • Send your donation data to CRMs like Salesforce.
  • Add donors or campaign creators to email marketing tools like Drip or Sendinblue.
  • Add donation data to your accounting package, like Freshbooks or Quickbooks.
  • Add a message in Slack anytime a new peer-to-peer fundraiser is created with Charitable Ambassadors.

Create webhook subscriptions to connect Charitable to other automation platforms

Zapier is great, but what if you have another automation platform you prefer? We carefully designed Automation Connect to work with other automation platforms, so you don’t need to be locked into a platform that isn’t right for your non-profit.

You can easily add an integration with the automation platform of your choice by creating a new webhook subscription.

We’ve tested Automation Connect with the following automation platforms:

Don’t see your favourite automation platform listed? As long as it supports incoming webhooks, chances are it will work with Charitable Automation Connect.

Does Automation Connect work with other Charitable extensions?

Automation Connect integrates seamlessly with other Charitable extensions.

Plugins like Ambassadors, Recurring Donations, Fee Relief, Anonymous Donations, Gift Aid and Newsletter Connect add additional information to the data sent by Automation Connect, so you can tailor your automated workflows to work just the way you need.

Which events are tracked by Automation Connect?

Automation Connect supports events for donations, recurring donations and campaigns.

Donation events:

  • When a donation is created.
  • When a donation is updated.
  • When a donation is moved to the trash.
  • When a donation is restored from the trash.

Recurring Donation events:

  • When a recurring donation is created.
  • When a recurring donation is updated.
  • When a recurring donation is moved to the trash.
  • When a recurring donation is restored from the trash.

Campaign events:

  • When a campaign is created.
  • When a campaign is updated.
  • When a campaign ends.
  • When a campaign is moved to the trash.
  • When a campaign is restored from the trash.

What information does Charitable send for events?

The information sent by Charitable varies based on the type of resource (i.e. donation, recurring donation or campaign) and according to which other extensions you are using.

You’ll find a detailed table breaking down what data is sent by Automation Connect for each type of resource, as well as showing when it’s available.

Click here for a detailed guide.

Get started with Automation Connect

You’ll find everything you need to get started with Automation Connect in our detailed setup guide.

It covers everything you need to know to start creating automated workflows powered by Charitable and your automation platform.

Popular Charitable Extensions

Charitable extensions allow you to add features to your campaigns and expand how you can get donations.

Recurring Donations

Grow your organization’s revenue easily with recurring donations from your most reliable donors.

Learn More

Donor Comments

Give your donors the ability to share a message when they donate.

Learn More

Charitable PDF Receipts

Make life easy for your donors by providing them with a PDF receipt for their donation.

Learn More

Frequently Asked Questions

Do you have a question about Charitable? See the list below for our most frequently asked questions. If your question is not listed here, then please contact us.

Can I see a demo of Charitable?

You can. Contact us and we’ll be glad to set you up with an up-close view of how Charitable can power your fundraising success. 

How long is my Charitable license valid for?

All Charitable purchases are for a one-year license. It gives you access to support and our frequent product updates. Annual renewals are automatic and you’re free to cancel any time. 

Does Charitable offer a money-back guarantee?

Sure. We are confident you’ll be delighted with Charitable. But, if you’re unhappy for any reason or have a rare issue we can’t resolve, you’ll get a full refund within 14 days of the purchase date. 

Can Charitable replace all the fundraising tools I’m using now?

Yes, Charitable offers a complete solution to raise funds and manage donations all in one place. It includes donation forms, peer-to-peer fundraising, annual tax receipts, reports, and so much more. Try it today and see how it can simplify your fundraising efforts – we offer a money-back guarantee.

What payment gateways do I get out of the box?

You can start accepting donations through PayPal and Stripe as soon as you launch. Using Charitable’s easy-to-install extensions, you can add other gateways such as Payrexx, Authorize.Net, and several others.

Can I generate tax receipts for my donors?

Yes, and it’s easy. Receipts go out automatically after the donation. Plus you can customize the receipt template to include your organization’s information and branding. 

Can I customize donation forms to match my website’s branding?

Absolutely. Charitable has layouts and color schemes for you to experiment with out of the box. If you’d like to keep everything consistent with your site’s design and identity, that’s the default option.