Connect Zapier to Fundraise Up

When Fundraise Up doesn't have a first-party Integration for something, and neither does your core CRM , we recommend using Zapier's incredible automation tools for getting the data that extra mile!

When to use Zapier

Fundraise Up is built with Integrations as a first priority - the reality of fundraising is that you will, somewhere, have a CRM that lets you see all your records together, and we want to make getting that data there as seamlessly as possible. So, we build in first-party Integrations for the CRMs we encounter most (Bloomerang/Kindful/Salesforce/Raiser's Edge/etc), and often, those CRMs also have integrations to get your data centrally out to any associated tools (Mailchimp, Constant Contact, QuickBooks, etc).

Zapier helps us fill in the gaps for the specific cases where you:

  • only need to use Fundraise Up data,
  • need to perform something we don't provide in our stock integrations,
  • don't need to have your activities recorded in your core CRM. 

    Connecting Fundraise Up to Zapier

    FIRST STEP - Accept Invitation: Go to https://zapier.com/platform/public-invite/4116/36a3fe15412fad0965588e3e72ad2ba1

    Need a Zapier account? Apply for non-profit pricing here.

    Log in into your Zapier account, or create a new one.

    Screen Shot 2018-06-01 at 12.15.26 AM

    Once you are logged into Zapier, click Accept Invite.

    Screen Shot 2018-06-01 at 12.17.13 AM

    You will only be prompted to connect your account once you start building a Zap, so start by clicking on Create Zap. 

    Search for Fundraise Up under the App Event section and select Fundraise Up (version

    Select New Donation as the Trigger Event or any preferred trigger event. 

    Click on Continue.

    Click Sign in to Fundraise Up (version). 

    A window will pop up with the following screen to supply your Fundraise Up API key.

    Screen Shot 2018-06-01 at 12.21.58 AM

    You can retrieve your Fundraise Up API key by going to Settings > Integrations > Zapier in your Fundraise Up Dashboard.

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    Enter the Fundraise Up API key and click Yes, Continue.

    Click on Continue to complete the rest of the zap. 

     

    Please note Fundraise Up app is not found under the Zapier main Dashboard welcome screen.