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What is Zapier?

Zapier is an online platform that connects your favorite apps and services to automate tasks, making processes faster and easier. With Zapier, you can connect hundreds of apps like Slack, Mailchimp, Trello, and more to optimize your operations. The Zapier settings can be accessed from the Zapier integration page in the Dashboard.

Getting Started

The Zapier integration activates the first time you access your account. To push data to Zapier, you must configure some settings in Zapier.

The Zapier app is by invitation only—it’s not in the public app directory. Follow step 3 in the connection guide below to enable the app.

Prerequisites

  • Access to your organization’s Zapier account
  • Access to an Administrator account in givetly

Connection Steps

  1. Access the Zapier integration page in the Dashboard.
  2. Copy the API key.

You can also use a test Zapier key. To get this key, enable test data: toggle on Test data after clicking on your organization’s name in the top-right corner. The test key appears in the Your API key field.

  1. Accept the invitation to the givetly’s Zapier app.
  2. Select Create Zap in the Zapier dashboard.
  3. In the Trigger view, search for “givetly.” A result for (1.0.0) appears.
  4. Select (1.0.0).
  5. From the Event dropdown, choose the event to start the Zap.
  6. Select Continue.
  7. When prompted, click Sign in for givetly. A new window will open.
  8. Paste the API key you copied from into the Api Key field.
  9. Click Yes, Continue.
  10. is now linked to Zapier. Proceed with configuring your Zap.

On a free plan, Zapier fetches the last 50 donations every 15 minutes. Paid plans fetch donations every 1 or 2 minutes, also capped at 50 per request. Surplus donations won’t sync between requests.

Zaps from givetly

Zapier automations, or “Zaps,” are initiated by triggers using data.

Triggers Offered by givetly

TriggerDescription
New RecurringTriggered when a new recurring plan starts
New DonationTriggered on a new donation
New SupporterTriggered when a new supporter is added
Update RecurringTriggered on a recurring plan update
Update DonationTriggered on a donation update
Update SupporterTriggered on a supporter update

Data Available

When configuring Zaps, access certain values based on the Trigger event.

  • Available for New and Update Recurring
  • Available for New and Update Donation
  • Available for New and Update Supporter

Simplify Fundraising with Zapier and givetly

Integrating Zapier with can significantly streamline your fundraising efforts, allowing you to:

  • Auto-update CRM records in systems like Nation Builder and Little Green Light.
  • Add new supporters to a Mailchimp contact list automatically.
  • Create Trello cards for each donation.
  • Send personalized thank-you emails via Rally Corp and similar services.
  • Get Slack notifications for donations.

Visit our Zapier directory page for more automation options.

Nonprofit Discount

Zapier offers a 15% discount to eligible nonprofits. Learn more on Zapier’s website. Learn more →