Through Zapier, you’re able to integrate CauseVox with 2000+ applications, including Salesforce, Google Sheets, Mailchimp, Constant Contact, Bloomerang, 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 Fundraiser- Triggers when a fundraiser joins a campaign

  • New Donation- Triggers when a new donation is created/received

Currently, the CauseVox Zapier Integration is in private and we can make it available upon request. All you need to do is email us at [email protected] for your free access.

While there is a free version of Zapier, Zapier also offers nonprofits the ability to receive a 15% discount on any paid account to enjoy all of Zapier’s premium features.

Here’s a look at how you can integrate CauseVox with your Bloomerang 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: Log into your CauseVox account. If you don’t already have access to the Zapier beta in CauseVox, email us at [email protected] to request your access. We’ll send along an invite link to the CauseVox and Zapier integration.

Step 2: Once you have the invite link, you can navigate to the invite and select “Login to Accept Invite.”

Or, if you don’t already have a Zapier account, you’ll want to select “Sign Up to Accept Invite.”

Step 3: Choose a trigger for the information you’d like pushed into your application. You can choose between:

  • New Fundraiser- Triggers when a fundraiser joins a campaign

  • New Donation- Triggers when a new donation is created/received

Step 4: Select your CauseVox account. If you’re not already logged in, you’ll be prompted to login.

Step 5: Select the campaign you’d like to set up this trigger for.

Step 6: Now that your campaign is selected, you can run a quick test to see if the data is pulling from CauseVox by selecting “Fetch & Continue,” or you can skip this step.

Once completed, you should see a “Test Successful” notification. Then, click continue.

Step 7: When completed, the CauseVox and Zapier integration should be completed. Now, you need to add an action step to push the data into Bloomerang. Select the + icon below, or link that reads “Your Zap currently lacks an action step. Add one now!”

Step 8: Search for Bloomerang.

Step 9: Select your Bloomerang account. You’ll be prompted to login and grant access to Zapier.

Step 10: Select which action you’d like to trigger. For a new donation, you’d most likely want to select “Create Constituent."

Step 11: On the next page, you’ll have the opportunity to edit your template to map the fields. This will control which sections the CauseVox data will be automatically pushed into Bloomerang.

Suggested fields:

  • Label 'Type' as Individual

  • First Name

  • Last Name

  • Address Line 1

  • City

  • State

  • Zip

  • Primary Email Type > Home

  • Primary Email

Step 12: You’ll have the opportunity to test the integration to see if it’s working properly.

Step 13: While what we’ve outlined already would push donor data into Bloomerang to create a new contact, you’ll probably want to add another action step to push the transaction data into Bloomerang as well. To do this, select “Create Donation"

Step 14: Choose your Bloomerang account again.

Step 15: Similarly, you’ll want to map the appropriate fields for the transaction.

Suggested fields:

  • Pull the Constituent ID from Bloomerang so the donation is attributed to your donor. (required)

  • Date

  • Method > Credit Card

  • Amount

  • Fund (select the fund you'd like it attributed to)

  • Acknowledgment Status > Yes

Step 16: Once your second action is tested and completed, you’ll be prompted to turn on your Zap. Just switch the Zap from off to on, and your 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!

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