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Connect Zapier Webhook

Send Transaction data to Zapier with a Webhook

Written by Tony Sasso

Features in this article may not be included in every Funraise plan.


Zapier is an automation tool that can receive data and then conduct tasks in 1000+ apps based on that data. For example, you might want to create a Slack donation bot that sends a message to a channel when a new Transaction is created.

Although Funraise does not have a native integration with Zapier, you can send Funraise Transaction data to Zapier each time a Transaction occurs through a Zapier Webhook. It's easyβ€”no code required.

Connect Zapier Webhook

In Zapier

1. Click Make a Zap

2. Search and select Webhooks by Zapier

3. For Event, select Catch Hook > click Continue

4. Copy the Custom Webhook URL > next we'll paste this into Funraise

In Funraise

In Funraise, you will paste the Zapier Custom Webhook URL from above.

1. Navigate to Settings (click profile icon in top right) > Webhooks

2. Click the Webhook Signing Secret actions menu (3 dots) > click Generate

3. Click Edit to configure the Webhook details

4. Paste the Zapier Custom Webhook URL into the Funraise Webhook Target URL

The Contact Email is where we'll send a failure notice. If a Webhook connection fails, we'll retry for ~24 hours, after that we'll send an email to this address.

At this point it's a good idea to click Test. When you test a Webhook Target URL, we'll ping Zapier. Back in Zapier, you'll be able to see a successful trigger has occurred.


5. Click Save. You're all set with the Funraise configuration. You can now go to Zapier to complete your automation rules!

Example Zapier Automations

Here are a few example automations you can run with Funraise and Zapier Webhooks:

Productivity

  • QuickBooks | Send Transaction data to QuickBooks

  • Google Sheets | Create spreadsheet rows for new Transactions

  • Asana - Create tasks for new Transactions

  • Trello | Create cards for new Transactions

  • Google Ads | Send conversions for new Transactions

Communication

  • Slack | Send a message to a channel for new Transactions

  • Twitter | Create a Tweet for new Transactions

  • Gmail | Send an email for New Transactions

  • Microsoft Outlook | Send an email for new Transactions

  • Emma | Create new Subscribers with new Transactions

  • Campaign Monitor | Create new Subscribers with new Transactions

CRMs

  • NeonCRM | Send Transaction data to NeonCRM

  • Bloomerang | Send Transaction data to Bloomerang

  • Hubspot | Send Transaction data to Hubspot

Why Zapier is extra neat

  • Although, Funraise only allows for a single Webhook (currently), you can conduct multiple tasks in multiple platforms with a single Zap.

  • In Zapier, you can filter incoming Funraise data. This means you could choose to run a Zapier task only when certain Transaction parameters are met. (For example, Status=Complete or Amount>$99 )

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