Zapier gives you the easiest way to automate your work by automatically pushing CauseVox data into 4000+ popular apps such as Mailchimp, Constant Contact, Google Sheets, Salesforce, Kindful, Quickbooks + more! This will make updating donors, nurturing fundraisers, communicating with event attendees and running a campaign easier and faster.

Note:

  • If you connected with us on Zapier by invitation, your Zaps will be retired by April 1, 2022. Learn how to rebuild your Zaps and connect them to our public Zapier integration: Zapier Migration Guide.

  • Zapier integrations are available on the Standard plan and above.

After reading this article, you'll have learned:

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.

Zapier pricing

Sign up for a free Zapier account, from there you can jump right in! Zapier provides free integrations for most apps.

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.

Login to your CauseVox account and select Organization Settings >> Integrations >> API Key.

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.

CauseVox allows you to automatically push the following data (Trigger Events) on an organizational level:

  • Donations (online and offline donations)

  • Recurring profiles

  • Pledge Now, Pay Later Installments

  • Pledge Now, Pay Later Installment profiles

  • Ticket orders

  • Tickets

  • Team pages

  • Personal pages

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 and 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 Mailchimp list that you specified.

For more specifics on how you can set up a Zapier integration other popular apps, take a look at the corresponding articles:

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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