Integrating Virtuous and Fundraise Up via Zapier

Virtuous' Zapier integration allows Zapier to search your Virtuous CRM for a contact, create one if none is found, and create any associated gifts associated with the appropriate contact.

 


Connect Fundraise Up to Zapier

If you haven't done so already, connect your Fundraise Up account to your Zapier account, so that you can start using Fundraise Up triggers as the starting event of your Zapier automation.

 


Connect Virtuous to Zapier

Zapier has a quick help article on connecting your Virtuous CRM account to your Zapier account - please refer to that and consult Zapier support if you run into any trouble doing so.

 


Make a Zap for new Fundraise Up donations

Your automation can likely be accomplished in a Zap with only three steps, as follows:

  • Step 1:
    • App: Fundraise Up
    • Trigger Event: New Donation
    • Note that you won't be able to get test data unless you have a live donation already in your Fundraise Up system.
  • Step 2:
    • App: Virtuous
    • Action Event: Find Contact
    • Attempt to find the contact by email; if not found, create a new one. 
  • Step 3:
    • App: Virtuous
    • Action Event: Create Gift

 

The above example tends to be the most useful construction, though as it stands it won't auto-create Recurring Gifts and associate installment Gifts with them; it'll merely create those installments as standalone Gifts.

If there's need for Recurring Gift behavior, that might be accomplishable with Virtuous automation, so please feel free to work with us and them as needed!