More and more, workplace chat apps are where people see news first. Our integration with Zapier can be used to send chat message notifications of Fundraise Up donations as they arrive!
- Make sure all apps are connected to Zapier
- Make a Zap that starts with Fundraise Up's Triggers
- Have the Zap use your chat app's Actions to send messages
Before you start: Zapier has pricing tiers that affect the number of tasks it runs per month. It's most worth it to make this automation if you usually have more tasks in your Zapier plan than you need each month!
Make sure all apps are connected to Zapier
First, make sure to start by connecting Zapier to your Fundraise Up account - if you've already done so, you're halfway there!
Next, connect your chat app to your Zapier account. Here are a few links to Zapier Integration pages for the most likely chat apps:
- Slack: Slack is used everywhere from global organizations to the neighborhood book club, and has pretty much everything.
- Microsoft Teams: The up-and-comer! It's incredibly easy to make use of Teams if you're already living in an Outlook and Office world.
- Google Chat: Essentially the same scenario as Teams - an easy solution for orgs trying to maximize use of G Suite.
- Discord: The jack-of-all-trades! Discord is best if you're trying to bridge gaps with existing communities already on it - it's often a supplement to other communication tools, rather than the only one an org will use.
Make a Zap that starts with Fundraise Up's Triggers
When logged into your Zapier account, you'll want to choose to make a new Zap. Doing so will automatically take you to configure the first Step for it, where you'll need to set the following:
- App: Set this to the Fundraise Up app, connected to your Fundraise Up account.
- Trigger Event: If you had to only make one Zap, I'd recommend setting this value to New Donation, which will make this Zap receive data for each new donation (inclusive of one-time donations and installments of recurring donations).
At this point, Zapier will ask your permission to gather a set of test data - you should do so, as it's helpful and makes it possible to send a realistic example of your message in the next step.
Have the Zap use your chat app's Actions to send messages
Each chat app might call their actions different names, but the convention across all of them is that messages that are notifications should really be sent to a dedicated channel - in this case, you might call the channel #online-donations.
Using the above example, if we wanted to send a message to my #online-donations Slack channel, we'd add a Step to the Zap as follows:
- App: Set the Slack account we connected earlier,
- Action Event: Set the Send Channel Message action as what we're doing in this step.
After setting those two values, Zapier shows us the fields Slack's "Send Channel Message" Action requires in order to send:
- Channel: Set the channel (so, for our example, #online-donations)
- Message Text: Use the Fields button Zapier offers to format a message that includes the Fundraise Up data from the first steps. For our example, it'd be something like:
- Supporter First Name (Supporter Email) donated Donation Amount Donation Currency via Form Name - ID
- which, when sent, could show up in Slack as:
- Janine (email@example.com) donated 40 USD via Spring Fundraiser - XXXXXXXX
At this point, Zapier will prompt you to send a test message, so that you can review how it comes in and adjust anything you'd like in the formatting of the message or which data gets included.
Lastly, make sure to turn the Zap on! Once you do, all future donations, at the interval that Zapier polls (usually 3ish minutes) would get sent by Zapier as messages in your chat app of choice.
Some ways to make this even fancier include:
- Only sending specific donation notifications by adding a Zapier Filter step
- Formatting some notifications differently and/or sending them to different chat channels by adding a Zapier Path step