Through Zapier, you’re able to integrate CauseVox with 1000+ applications, including Mailchimp, Constant Contact, Google Sheets, Salesforce, Bloomerang, Kindful, QuickBooks and more!
You’re able to easily set up Zapier to push your donation data in your preferred application automatically, no coding or IT person needed.
You’re able to create triggers to pull CauseVox data into your application based on:
New Donation: Triggers when a new donation is created.
New Installment: Triggers when an installment is created.
New Pledge: Triggers when a new pledge is created.
New Personal Page: Triggers when a new personal page is created. This data may be incomplete as a fundraiser might not completely fill out their information on signup, so please use it in conjunction with the update trigger to receive full data.
New Recurring Profile: Triggers when a new recurring profile is created.
New Team Page: Triggers when a team page is created. This data may be incomplete as a team might not completely fill out their information on signup, so please use it in conjunction with the update trigger to receive full data.
New Ticket: Triggers when a new ticket is created.
New Ticket Order: Triggers when a new ticket order is created.
Update Donation: Triggers when a donation is updated. Please use it in conjunction with the create donation trigger to receive full data.
Update Personal Page: Triggers when a personal page is updated, aggregate information is updated (new donation that increases total, etc), or a team is joined/left. Please use it in conjunction with the new personal page trigger to receive full data.
Update Team Page: Triggers when a team page is update or aggregate information is updated (new donation that increases total, etc). Please use it in conjunction with the new team page trigger to receive full data.
Here’s a look at how you can integrate CauseVox with your Kindful account through Zapier:
Note: This process may be easiest if you make a small donation to your campaign first, so you have donation data to test.
Step 1: Login to your Zapier account or create a new account.
Step 2: Navigate to My Apps from the top left menu bar.
Step 3: Select Add Connection and search for CauseVox.
Step 4: Use your CauseVox API Key to connect your CauseVox account to Zapier. You will find a long code in the Integrations section of your Organization Settings.
Login to your CauseVox account and select Organization Settings >> Integrations >> API Key.
Copy the code and past it into Zapier and Continue.
Step 5: Use the invite link to request an invite to find Kindful in the apps directory and create your Kindful Zap.
Step 6: Use the left navigation to Create Zap, or select Zaps to access existing Zaps.
Step 7: Use the search to set CauseVox as your Trigger App.
Step 8: Select the Trigger Event.
CauseVox allows you to automatically push the following data (Trigger Events) on an organizational level:
New Donation: Triggers when a new donation is created.
New Installment: Triggers when an installment is created.
New Pledge: Triggers when a new pledge is created.
New Personal Page: Triggers when a new personal page is created. This data may be incomplete as a fundraiser might not completely fill out their information on signup, so please use it in conjunction with the update trigger to receive full data.
New Recurring Profile: Triggers when a new recurring profile is created.
New Team Page: Triggers when a team page is created. This data may be incomplete as a team might not completely fill out their information on signup, so please use it in conjunction with the update trigger to receive full data.
New Ticket: Triggers when a new ticket is created.
New Ticket Order: Triggers when a new ticket order is created.
Update Donation: Triggers when a donation is updated. Please use it in conjunction with the create donation trigger to receive full data.
Update Personal Page: Triggers when a personal page is updated, aggregate information is updated (new donation that increases total, etc), or a team is joined/left. Please use it in conjunction with the new personal page trigger to receive full data.
Update Team Page: Triggers when a team page is update or aggregate information is updated (new donation that increases total, etc). Please use it in conjunction with the new team page trigger to receive full data.
With more on the way!
Step 9: Select your CauseVox account, test your Trigger and Continue.
Step 10 (Optional): Use the plus sign (+) after the Trigger and select Filter to specify a campaign(s) title, ID, URL or any other filter options listed.
Step 11: Select Kindful for your Action App. Then select your Action Event.
Step 12: Connect your Kindful account. You’ll be prompted to login and give access to Zapier.
Step 13: Next you’ll have the opportunity to edit your template to map the fields. This will control which sections the CauseVox data will be automatically placed into in Kindful.
If you’re creating a new contact from a new donation, the following are the fields you’ll likely enter in for the respective sections:
Update Existing Record if Found: yes
Source Name : {select your campaign title}
Id: {donor email}
Date updated: {select date of donation}
First name: {donor first name}
Last name: {donor last name}
Email: {donor email}
Address 1: {donor address line 1}
Address 2: {donor address line 2}
City: {donor city}
State: {donor state}
Zip: {donor zip code}
Country: {donor country}
Step 14: You’ll have the opportunity to test the integration to see if it’s working properly.
Step 15: Once your action is tested and completed, you’ll be prompted to name and turn on your Zap. Just switch the Zap from off to on, and you’re integration will be up and running seamlessly.
If you have any additional questions about setting up your Zapier integration, email us at [email protected] and we’d be happy to help!