Connect DonorDock to Fundraise Up and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from DonorDock

A trigger is an event that starts your Zap and runs the workflow. For example, with DonorDock, a trigger could be "New Badge Added to Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from Fundraise Up

An action is what takes place after the automation is triggered.

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected DonorDock to Fundraise Up

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Triggers and actions are the main components of every automated workflow.

Connect DonorDock and Fundraise Up to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect DonorDock and Fundraise Up to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Badge Added to Contact
Triggers when a new badge is added to a contact record.
Trigger
Scheduled
Try It
Contact Added to Marketing List
Triggers when a contact is added to a marketing list.
Trigger
Scheduled
Try It
New Appeal Created
Triggers when a new appeal is created.
Trigger
Scheduled
Try It
New Contact Created
Triggers when a new contact is added to DonorDock.
Trigger
Scheduled
Try It
New Gift Created
Triggers when a new gift is created.
Trigger
Scheduled
Try It

- Type
- Account Number
- Contact ID
- Email
- Status
- Assigned User Email
- Subject
  Required
- Body
- Priority
- Contact Name
- Due Date
- Scheduled Date
  Required
- Completed By
- Completed Date
- Completion Notes
- Location
- Campaign
- Appeal
- Volunteer Hours
- Add to Action Board
Action
Write
- Name
  Required
- Description
- Start Date
- End Date
Action
Write

- Name
  Required
- Description
- GL Account Number
Action
Write
- Contact ID
- GL Account Number
- Email
- Pledged Total
  Required
- Pledge Payment Interval
  Required
- Number of Installments
  Required
- Start Date
  Required
- Notes
- Campaign
- Appeal
- Fund Name
- First Name
- Last Name
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Province
- Postal Code
- Country
- Mobile Phone
- Main Phone
- Deceased
- Salutation
- Addressee
- Date of Birth
- Do Not Solicit
- Organization Name
Action
Write
- Template Name
  Required
- Subject
  Required
- From Email
  Required
- Contact ID
- Email
- Account Number
- Integration ID
Action
Write
New Recurring
Triggers when a new Recurring is made.
Trigger
Scheduled
Try It
Update Donation
Triggers when an existing Donation updated.
Trigger
Scheduled
Try It
Update Supporter
Triggers when an existing Supporter updated.
Trigger
Scheduled
Try It

Gift Batch Closed
Triggered when a gift batch is closed in DonorDock.
Trigger
Scheduled
Try It
New Activity Created
Triggers when a new activity is created in DonorDock.
Trigger
Scheduled
Try It
New Campaign Created
Triggers when a new campaign is created.
Trigger
Scheduled
Try It
New Fund Created
Triggers when a new fund is created.
Trigger
Scheduled
Try It
- Badge Name
  Required
- Contact ID
- Account Number
- Email
Action
Write
- Name
  Required
- Description
- Start Date
- End Date
- Appeal Type
Action
Write
- First Name
- Last Name
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Province
- Postal Code
- Country
- Email
- Type
- Mobile Phone
- Main Phone
- Deceased
- Description
- Date of Birth
- Do Not Solicit
- Organization Name
- Salutation
- Addressee
- Integration ID
- Owner
Action
Write
- Contact ID
- GL Account Number
- Email
- Transaction Type
  Required
- Received Amount
  Required
- Date
  Required
- Status
- Soft Credit Amount
- Pledged Amount
- Type
- Nondeductible Amount
- Fee Amount
- Fees Covered By Donor
- Payment ID
- Campaign Name
- Appeal Name
- Tribute Description
- Fund Account Number
- Fund Name
- Payment Description
- Desposit Date
- First Name
- Last Name
- Address Line 1
- Address Line 2
- Address Line 3
- Postal Code
- City
- State/Province
- Country
- Mobile Phone
- Main Phone
- Deceased
- Salutation
- Addressee
- Description
- Date of Birth
- Do Not Solicit
- Organization Name
- Tracking Code
- Send Receipt
Action
Write
- Marketing List Name
  Required
- Contact ID
- Account Number
- Email
Action
Write
New Donation
Triggers when a new Donation is made.
Trigger
Scheduled
Try It
New Supporter
Triggers when a new Supporter appears.
Trigger
Scheduled
Try It
Update Recurring
Triggers when an existing Recurring updated.
Trigger
Scheduled
Try It

Learn how to automate DonorDock on the Zapier blog.

About DonorDock

DonorDock is a CRM designed for small nonprofits that helps you raise more money in less time.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Fundraise Up

Fundraise Up is a donor-centric, AI-assisted online giving solution that helps nonprofits significantly increase the amount of money raised online.

Learn more Help

Related categories

Payment Processing

Zapier Automation Platform

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