Connect Charitable to your favourite apps by creating automatic workflows with automation platforms like Zapier, Zoho Flow, Integromat or Automate.io.
Zapier is the world’s most popular automation platform and integrates with thousands of other apps. Here’s a small sample of what you can achieve:
Zapier is great, but what if you have another automation platform you prefer? We carefully designed Automation Connect to work with other automation platforms, so you don’t need to be locked into a platform that isn’t right for your non-profit.
You can easily add an integration with the automation platform of your choice by creating a new webhook subscription.
We’ve tested Automation Connect with the following automation platforms:
Don’t see your favourite automation platform listed? As long as it supports incoming webhooks, chances are it will work with Charitable Automation Connect.
Automation Connect integrates seamlessly with other Charitable extensions.
Plugins like Ambassadors, Recurring Donations, Fee Relief, Anonymous Donations, Gift Aid and Newsletter Connect add additional information to the data sent by Automation Connect, so you can tailor your automated workflows to work just the way you need.
Automation Connect supports events for donations, recurring donations and campaigns.
Recurring Donation events:
The information sent by Charitable varies based on the type of resource (i.e. donation, recurring donation or campaign) and according to which other extensions you are using.
You’ll find a detailed table breaking down what data is sent by Automation Connect for each type of resource, as well as showing when it’s available.
You’ll find everything you need to get started with Automation Connect in our detailed setup guide.
It covers everything you need to know to start creating automated workflows powered by Charitable and your automation platform.