Fundraise Up + Spektrix + Filter by Zapier
Add new Fundraise Up donations to Spektrix
Use Fundraise Up to manage your charitable income? This integration will allow you to continue to collect and manage your fundraising campaigns while also enabling you to get a fuller picture of your customers in Spektrix. This will allow you to better use Spektrix's CRM capabilities such as segmentation and marketing to track and better serve your customers. When you have a new donation in Fundraise Up, this automation will find or create a customer record in Spektrix, and then generate and confirm a donation to a selected fund for that customer.
Use Fundraise Up to manage your charitable income? This integration will allow you to continue to collect and manage your fundraising campaigns while also enabling you to get a fuller picture of your customers in Spektrix. This will allow you to better use Spektrix's CRM capabilities such as segmentation and marketing to track and better serve your customers. When you have a new donation in Fundraise Up, this automation will find or create a customer record in Spektrix, and then generate and confirm a donation to a selected fund for that customer.
- When this happens...New Donation
Triggers when a new Donation is made.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Basket: Create a New Basket
Creates a new empty Basket
- then do this...Basket: Add a Customer
Adds a Customer to a Basket
- then do this...Basket: Add a Donation
Adds a Donation to a Basket
- then do this...Basket: Add Payment Type
Adds a Custom Payment Type to Basket
- then do this!Basket: Confirm a Basket
Confirms a Basket once all required items have been added
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