How To Easily Automate Admin

Here are some of the things you can do by integrating CauseVox to other tools:

Nurture your donors and fundraisers automatically by sending over CauseVox contacts to your email newsletter service.
Your bookkeeper can save administration time by having your donation and ticketing data automatically transferred over to your CRM (ex. Salesforce) and accounting software (ex. Quickbooks).
Or you can keep updated on your campaign progress through notifications via SMS, email, and Slack.

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.

Zapier Pricing

To access premium integrations like Salesforce, you'll need to subscribe to the Starter Plan which is $20/month (month by month, no contracts). Nonprofits can receive a free Starter account to enjoy all of Zapier’s premium features, as well as a 15% discount on all their plans.

How To Connect To CauseVox On Zapier

To connect to CauseVox on Zapier, follow the steps below:

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.

Copy the code and past it into Zapier and Continue.

Once you connect CauseVox in Zapier you can start connecting CauseVox to more than 4000+ apps by creating automated workflows.

How To Create Zaps

In Zapier, you create automated workflows, or customizable Zaps with no coding or IT required. Each Zap has one app as the Trigger, where your information comes from and which causes one or more Action in other apps, where your data gets sent automatically.

For example, you will connect a Trigger such as New Donation in CauseVox, which will produce an Action such as, Create Record in Salesforce.

To set up your Zaps, follow the steps below:

Step 1: Use the left navigation to Create Zap, or select Zaps to access existing Zaps.

Step 2: Use the search to set CauseVox as your Trigger App.

Step 3: Select the Trigger Event.

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.

With more on the way!

Step 4: Test your Trigger and Continue.

Step 5 (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 6: Select your Action App. Select from a wide range of today's popular tools such as Mailchimp, Constant Contact, Google Sheets, Salesforce, Bloomerang, Kindful, QuickBooks and more!

Then select your Action Event.

Step 7: Sign into your app and continue.

Step 8: Create your Action in Zapier by mapping the fields.

Step 9: Finish by testing and turning on your Zap.

Now all future donor email addresses on your campaign will show up in the app list that you specified.

CauseVox Zapier Templates

Don't want to start from scratch? Use our templates as a starting point!

We set up several Zapier templates with your favorite apps to give you the easiest way to automate your work.

Use one of our pre-made Zaps, or create your own with the Zap Editor. Need inspiration? See everything that's possible with CauseVox and Zapier.

Additional Notes

Want to connect CauseVox with something else? Using the Zapier webhooks app with CauseVox may be able to meet your needs.
For more information about Zapier integration, contact [email protected].

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