Following the same steps as before, now the Donorbox trigger will be New Donation. This will automatically create a new contact in Kindful every time a new donor is created.Įvery new donation in Donorbox will be a transaction in Kindful. There are other parameters that you can choose to get more info into Kindful such as address, birthday, or employer.Īfter completing editing and testing, you can name your Zap and turn it on.First Name, Last Name and Email need to be collected from Donorbox.You can add as many information points as you need on the Template. You can select Create or Update Person Record, and then update the Template. Create Transaction for Organization Contactįor this connection, we will be using only two of these actions: Create or Update Person Record and Create Transaction for Person Contact.There are several Actions to choose in Kindful: Of Note: A trigger in Donorbox should result in an action in Kindful. The next step after you have successfully connected is to choose the Action. Use your Kindful login to connect with and authorize Zapier. Kindful is not a public option on Zapier, so you will need an invitation. The next step will be to connect with Kindful. When your connection is successful, your Trigger will be ready. Your username will be your login email previously created, and your API Key can be found at this link. The first trigger that you need to choose is New Donor.Ĭlick Save + Continue, and connect with Zapier. Look up Donorbox and select it as your Trigger App. Once you are logged in, click on Make a Zap. You will need to create an account with Zapier. For example, Kindful connects directly to QuickBooks and Mailchimp however, we do not connect directly to Donorbox, so we use a powerful tool like Zapier to do that part. Use Zapier to automate repetitive tasks without relying on developers to build an integration. Zapier is an online tool that can connect two independent applications that do not have a direct integration already created. To connect Donorbox and Kindful, you will utilize Zapier. How to Append Contacts with Transactions via Zapier & Google Sheets How to Append Contacts in Kindful via Zapier & Google Sheets Start boosting your donations with Donorbox and Kindful, powered by Zapier. Getting the most out of your fundraising campaigns has never been easier.
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