Zapier: Triggers and actions

This article will explain details on the actions and triggers available through the Zapier integration. See how to set up the integration here.

Triggers

We have so far added three triggers to our Zapier integration.

New Fundraiser

This trigger happens whenever anyone creates a fundraiser. Besides the obvious information such as name and email of the person creating the fundraiser, we also make the description, title, goals, end date, and much more available.

Possible uses:

Add new fundraisers to your CRM system. Add new fundraisers to a mailing list. Create the fundraiser as a WordPress post. Manage fundraisers in a Trello board. Notify your Slack channel. Create a to-do to welcome the fundraiser.

New Donors

This trigger happens when a donation is made. Besides the obvious information such as amount, time/date, name, and email of the donor, there is also the comment, anonymity status, contact permission, and a few other fields.

Possible uses: Add new donors to your CRM system. Add new donors to a mailing list. Have new donations added to a spreadsheet. Update a counter on a dashboard for keeping track of your team's performance.

Actions

We have two actions available in our Zapier integration.

Create Fundraiser

You can trigger the creation of a new fundraiser. This requires at minimum an email and the name of the person who should own the fundraiser. In addition to this, a title is required. If the project the fundraiser is created for has a default goal, end date, and description, these can be left out. If the project does not have these, then they are also needed (or you will get a 422 error).

The fundraiser will be created as a public fundraiser and will start receiving the usual email flow. So make sure that the user accepts your privacy policy at some point before the fundraiser is created.

Possible uses: Automatic fundraiser creation when completing a web form on your own homepage. Automatic creation of a fundraiser when someone signs up for an event.

Updated on: 09/08/2025