CONNECT CHARITABLE WITH ZAPIER

Automate Your Entire Fundraising Workflow Without Code

Connect Charitable to 8,000+ apps through Zapier and automate everything from donor follow-ups to spreadsheet updates. Build powerful workflows in minutes without hiring a developer.

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Zapier integration

Plan Needed

Pro

Last Updated

February 26, 2026

Category

Marketing

Extension

Automation Connect

Charitable and Zapier: Unlimited Automation for Your Fundraising

The Charitable + Zapier integration connects your donation platform to over 8,000 apps and services. Every time someone donates, Zapier can trigger actions across your entire tech stack automatically.

Build custom workflows that match exactly how your nonprofit operates. Connect Charitable to your email marketing, CRM, spreadsheets, project management tools, and more – all without writing a single line of code.

Explore Zapier Extension

Similar Extensions

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Use Cases

integration
CRM Data Sync

Automatically send donation data to Salesforce, HubSpot, or any CRM. Create new contact records or update existing ones.

Email Marketing Automation

Add donors to your email platform automatically. Segment by donation amount, campaign type, or giving frequency for targeted communications.

Update Your team

Post automatic messages in Slack when new donations arrive or peer-to-peer fundraisers launch.

Raise funds faster and with less stress

Join over 10,000+ non-profits that are raising funds faster.

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Why You’ll Love Charitable + Zapier

Unlimited Automation Possibilities

Connect to 8,000+ Apps Without Coding

The Charitable + Zapier integration opens your donation platform to thousands of possibilities. Connect to apps you already use – email marketing, CRMs, spreadsheets, project management, accounting software, social media, and more.

Build workflows that match your nonprofit’s unique needs.

Connect to 8,000+ applications

Works with Charitable extensions

Visual workflow builder included

Zapier apps
Zapier and Charitable

Real-Time Data Transfer

Information Flows Instantly After Each Event

Zapier monitors your Charitable account continuously and springs into action the moment something happens.

It tracks when a donation record or fundraising campaign is created, updated, deleted, and restored.

Donation data moves to your connected apps within seconds. Your team sees new donations in real-time across every platform you use. 

Continuous monitoring 24/7

No batch delays or waiting

Always up-to-date information

Multi-Step Automation Workflows

Trigger Multiple Actions from One Event

When someone donates through Charitable, Zapier can automatically perform multiple actions across different platforms.

Build workflows with as many steps as you need. Add filters and conditions to create smart automations that respond differently based on donation amount, campaign type, or donor information.

Multiple actions from one trigger

Conditional logic available

Filter by amount or campaign

Email integration

Ready to Automate Your Fundraising?

Get started with Charitable Pro today and build smart workflows with Zapier. We’re so confident you’ll love it that we back every purchase with our 14-day money-back guarantee – giving you the freedom to explore risk-free.

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Tutorial

Follow step-by-step instructions to connect Charitable to Zapier.

Charitable Zapier integration
Connecting Charitable and Zapier

Follow these steps to connect your Charitable donation platform to Zapier’s automation network. The setup takes about 10 minutes and requires no technical expertise or coding knowledge.

Charitable and Zapier Integration –
Frequently Asked Questions

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

How does the Charitable + Zapier integration work?

The integration uses Zapier as a bridge between Charitable and thousands of other apps. When an event occurs in Charitable – like a new donation, campaign update, or recurring donation change – that triggers a “Zap” (Zapier’s term for an automated workflow). The Zap then performs whatever actions you configured, like adding the donor to an email list or creating a spreadsheet row.

What events can trigger Zapier automations?

Charitable tracks multiple event types that can trigger your workflows. For donations, you can automate when donations are created, updated, moved to trash, or restored.

For recurring donations, the same events apply to changes. events include when campaigns are created, updated, ended, trashed, or restored. 

What donation information can I send through Zapier?

Zapier can access most fields from your Charitable donations including donor name, email address, donation amount, campaign name, custom form fields, donation date, payment method, and donor address information.

Can I use automation platforms other than Zapier?

Absolutely. Charitable’s Automation Connect extension works with any automation platform that supports incoming webhooks. We’ve tested it with Zoho Flow, Integromat, and Automate.io, and it should work with other platforms too.

Can I send one donation to multiple apps at once?

Absolutely. A single Zapier workflow can perform unlimited actions across different apps. When a donation comes in, Zapier can simultaneously add the donor to your email list, create a CRM contact, update a spreadsheet, send a Slack notification, and anything else you configure.

Does the integration work with other Charitable extensions?

Yes, 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 through Zapier.

Explore More Features

Peer to Peer Donations

Peer-to-Peer Fundraising

Empower supporters to fundraise on your behalf.

Expand your reach through supporter networks 

Keep 100% of donations with zero platform fees

Track campaign progress with detailed reports

Donor Management

Donation Forms

Launch powerful donation campaigns in minutes.

Ready to use templates

Drag and drop visual builder

Dynamic elements to inspire giving

Recurring Donations

Convert one-time donors into loyal, long-term supporters.

Enable automated recurring payments with ease

Provide donor accounts for seamless contribution management

Offer flexible donation frequencies to suit individual preferences

Charitable Has 1+ Million Downloads!

Trusted by millions to power successful fundraising campaigns. Try Charitable risk-free today.

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✅ 14-day money-back guarantee

✅ Transparent pricing

✅ Code-free setup

Frequently Asked Questions

See the list below for our most frequently asked questions. If your question is not listed here, 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.

Get the Best WordPress Fundraising Plugin Today

Join 10,000+ smart website owners who trust Charitable for their donation websites.

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What's New In Charitable

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Improvement Migrations

↔️ Importing From GiveWP, Donorbox, GiveButter… even CSV!

Whether you’re migrating from another platform or consolidating your records, moving your data to Charitable is now faster and more flexible than ever. We’ve streamlined the process so you can bring over your entire fundraising history in just a few clicks.

🔄 Native GiveWP, Donorbox, & GiveButter Support: Switching from a major platform? Our dedicated migration tools handle the heavy lifting, automatically mapping your donors and donations directly into Charitable—no technical skills required.

📂 Universal CSV Import: Moving from a custom system or a specialized CRM? If you can export it to a CSV, you can import it here. Our smart mapping tool lets you align your columns to Charitable fields like names, emails, phone numbers, and addresses in seconds.

⚡ Instant Donor Profiles & Custom Tags: Automatically create rich donor profiles and bring in custom tags to keep your data organized. Segment and engage your supporters from day one with a clean, professional database structure.

Ready to make the switch?

Check out our GiveWP Migration Guide

Learn more about our Import Tools

Improvement Payments

💳 New Braintree Features For Your European Donors

With the release of Braintree addon version 1.3.0, you can now empower your European donors with the payment methods they trust and prefer, making giving seamless for international supporters.

🌍 Six New European Payment Methods: Support popular local options like iDEAL (Netherlands), Bancontact (Belgium), BLIK (Poland), and more to meet donors where they are.

⚡ Frictionless Donor Experience: These bank-based methods allow donors to authenticate directly with their own bank in a secure popup… no credit card numbers required.

⚙️ Automatic Currency Sync: No complex setup needed. The builder automatically displays the correct payment buttons based on your site’s currency (EUR or PLN), ensuring a relevant experience for every visitor.

Campaigns New

🖼️ Campaign Featured Images: Pro-Level Visuals Made Simple

With the new Campaign Featured Image setting in our visual builder, you now have a single, dedicated place to manage how your fundraisers look across your entire site and beyond.

🖼️ One Image, Everywhere: Set a primary thumbnail that automatically syncs to campaign grids, lists, and shortcodes—no more relying on layout order.

📱 Social Sharing Optimized: Easily upload images at the perfect size to ensure your campaigns look stunning and professional when shared on social media.

🔍 SEO & Accessibility Ready: Add custom alt text directly within the builder to improve search rankings and ensure your mission is accessible to every supporter.

Improvement receipts

🗓️ Annual Receipts 2.0: Send Year-End Receipts to Every Donor in Minutes

You can now send annual receipts in minutes with a few clicks to all your donors.

📧 One-Click Bulk Send Wizard that guides you to sending to hundreds of donors simultaneously directly from your WordPress dashboard.

🔍 Smart “Dry Run” Mode: See exactly who will receive a receipt and who will be skipped (and why) before a single email leaves your server.

🛡️ SMTP-Aware & Limit Protection: Charitable now detects your email setup and automatically adjusts batch sizes and pauses for daily limits to ensure your emails land in inboxes.

✅ Complete Audit Trail: Dedicated system log and on the individual donor’s profile, giving you a clear history for every fiscal year.

Stop dreading tax season and start spending that time on your mission. Update to Annual Receipts 2.0 and automate your year-end reporting today.

Addon Donations Improvement

🎈Recurring Donations 2.0: Smarter Automation, Better Recovery, and More Control

We’ve completely rebuilt our Recurring Donations system to help you grow your reliable income stream while giving you (and your donors) more powerful tools than ever before.

What’s New:

🔒 Recurring-Only Campaigns: You can toggle “Recurring Only” mode in the campaign builder to hide the one-time option entirely, ensuring your supporters stay focused on long-term commitment.

📧 Automatic Payment Recovery: Our new Payment Failed Email fires automatically the moment a subscription fails.

🛠️ Self-Service Donor Control:The new Cancel Subscription Button appears directly in the donor dashboard, allowing supporters to pause or end their recurring gifts on their own terms—reducing your admin burden and payment disputes.

📊 Real-Time Revenue Insights: Track your growth, monitor active subscriptions, and see exactly how much predictable support is coming in each month at a glance.

Our new Recurring Donations addon gives you the professional-grade tools you need to grow your mission.

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