Through Zapier, you’re able to integrate CauseVox with 1000+ applications, including Salesforce, Google Sheets, Mailchimp, Constant Contact, and Kindful.

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 support@causevox.com for your free access.

Zapier offers nonprofits the ability to receive a free “For Work” account to enjoy all of Zapier’s premium features.

Here’s a look at how you can integrate CauseVox with your Kindful 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 support@causevox.com to request your access. We’ll send along an invite link to the CauseVox and Zapier integration.

Step 2: One 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 Kindful. Select the link that reads “Your Zap currently lacks an action step. Add one now!”

Step 8: Zapier is also in beta for Kindful, so be sure you receive the beta invite link from Kindful and login to accept the invite in another window.

Once logged in, accept the invite to build a Zap.

Step 9: Continue building out your Zap you started from CauseVox and select Kindful from the applications listing. You may need to refresh the page first for Kindful to appear in the listing.

Step 10: Select your Kindful account. You’ll be prompted to login and give access to Zapier.

Step 11: Select which action you’d like to trigger. For a new donation, you’d most likely want to select “Create or Update Person Contact.”

Step 12: 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 placed into in Kindful.

If you’re creating a new contact from a new donation, the following are the fields you’ll likely enter in for the respective sections:

Update Existing Record if Found: yes

Source Name : {select your campaign title}

Id: {donor email}

Date updated: {select date of donation}

First name: {donor first name}

Last name: {donor last name}

Email: {donor email}

Address 1: {donor address line 1}

Address 2: {donor address line 2}

City: {donor city}

State: {donor state}

Zip: {donor zip code}

Country: {donor country}

Step 13: You’ll have the opportunity to test the integration to see if it’s working properly.

Step 14: While what we’ve outlined already would push donor data into Kindful to create a new contact, you’ll probably want to add another action step to push the transaction data into Kindful as well. To do this, select “Create transaction for person contact.”

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

You’ll likely want to map the fields as follows:

Source Name : {select your campaign title}

Id: {donor email}

Date updated: {select date of donation}

First name: {donor first name}

Last name: {donor last name}

Email: {donor email}

Address 1: {donor address line 1}

Address 2: {donor address line 2}

City: {donor city}

State: {donor state}

Zip: {donor zip code}

Country: {donor country}

Amount: {donation amount}

Currency: {currency you’re accepting donations in}

Transaction type: {credit}

Transaction date: {donation date}

Acknowledged: 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 you’re integration will be up and running seamlessly.

If you have any additional questions about setting up your Zapier integration, email us at support@causevox.com and we’d be happy to help!

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