As described in the introduction to our Zapier integration, Zapier allows for the creation of automated connections, called Zaps. Zaps consist of a trigger and one or more actions; the trigger automatically initiates the action(s) through Zapier. Zaps can be set up in minutes with no coding.
Important: In edition to the existing Zap templates listed below, you can always custom-build your own Zaps – on your own or using Zapier’s AI-powered Zap builder – using the triggers identified below to prompt an action involving any of the 6,000+ web services connected to Zapier.
Zap Triggers
At present, Give Lively’s Zapier integration includes three triggers:
new donations
updated donations
updated donation status
Every time this Give Lively data changes, it can be used to trigger an action involving any of the 6,000+ web services connected to Zapier. These actions can be configured to utilize your Give Lively donation data (see a list of Give Lively data fields).
Zap Templates
Zap templates are basically pre-set Zaps. Both the trigger and the action(s) are already identified, but the user’s specific account information is needed. Templates are the fastest way to set up Zaps.
Give Lively has set up the following approved templates:
CRMs & Marketing Automation Tools
Give Lively + Salesforce (premium) – create a lead in Salesforce when a new donation is made via Give Lively
Give Lively + HubSpot – create a new contact in HubSpot when a new donation is made via Give Lively
Give Lively + Little Green Light – add constituents/gift data in Little Green Light when a new donation is made via Give Lively
Give Lively + Zoho CRM (premium) – create a new Zoho CRM module when a new donation is made via Give Lively
Give Lively + Bloomerang – create a new donation in Bloomerang when a new donation is made via Give Lively
Give Lively + LeadConnector:
+ create or update a contact in LeadConnector when a new donation is made via Give Lively
+ update a contact in LeadConnector when a donation is updatedGive Lively + ActiveCampaign – create or update a contact in ActiveCampaign when a new donation is made via Give Lively
Give Lively + Virtuous CRM – create a new contact and gift in Virtuous CRM when a new donation is made via Give Lively
Give Lively + Ontraport – create or update a contact in Ontraport when a new donation is made via Give Lively
Give Lively + DonorDock – create a new gift in DonorDock when a new donation is made via Give Lively
Give Lively + Levitate – create a donation record in Levitate when a new donation is made via Give Lively
Give Lively + Pipedrive – create a new person in Pipedrive when a new donation is made via Give Lively
Give Lively + Brevo – create or update a contact in Brevo when a new donation is made via Give Lively
Donation Alerts
Give Lively + Microsoft Outlook – send an email through Microsoft Outlook for each new donation received via Give Lively
Give Lively + Slack – send a channel message or direct message through Slack for each new donation made via Give Lively
Give Lively + Email by Zapier – send an email through Email by Zapier for each new donation received via Give Lively
Email Marketing Platforms
Give Lively + Mailchimp:
+ update or add a new subscriber in Mailchimp when a new donation is made via Give Lively
+ tag a new Give Lively donor as a subscriber in Mailchimp when a new donation is made via Give LivelyGive Lively + Constant Contact – create a new contact in Constant Contact when a new donation is made via Give Lively
Give Lively + Flodesk – create or update a new contact in Flodesk when a new donation is made via Give Lively
Give Lively + EmailOctopus – create or update a contact in EmailOctopus when a new donation is made via Give Lively
Give Lively + MailerLite – create or update a contact in MailerLite when a new donation is made via Give Lively
Project management & collaboration tools
Give Lively + monday.com – create a new item in monday.com when a new donation is made via Give Lively
Give Lively + Airtable – create or update a record in Airtable when a new donation is made via Give Lively
Give Lively + Notion – create a new database item in Notion when a new donation is made via Give Lively
Donation Data Spreadsheets
Give Lively + Google Sheets:
+ add a new row to a specified Google Sheets spreadsheet for data about new donations made via Give Lively
+ add multiple new rows to a specified Google Sheets spreadsheet for data about new donations made via Give Lively
+ create a new spreadsheet for data from new donations made via Give LivelyGive Lively + Zapier Tables – create a new contact in Zapier Tables when a new donation is made via Give Lively.
Accounting & Reporting Tools
Give Lively + QuickBooks Online (premium) – create a sales receipt in QuickBooks Online when a new donation is made via Give Lively
Give Lively + WordPress – update a WordPress website through an API request when a new donation is made via Give Lively
Advertising & Conversion Tracking
Give Lively + Google Ads – record a new donation in Google Ads (to fine-tune your ads) when a new donation is made via Give Lively
Give Lively + LinkedIn Conversions: prompt LinkedIn Conversions to mark/track or send a conversion event when a new donation is made via Give Lively
Give Lively + Facebook Conversions:
initiate a Send Lead Event in Facebook Conversions when a new donation is made via Give Lively
Initiate more events (Send Purchase Event, send Funnel Event, Send Other Event) in Facebook Conversions when a new donation is made via Give Lively
Keep an eye on the latest Give Lively templates approved by Zapier.
Understand Zapier’s JSON Endpoints
Our integration with Zapier is powered by two JSON endpoints that are enabled when a Zapier API key is created in our platform. The endpoints detailed below exist only to power Give Lively's Zapier integration. They aren’t a public API, and we don’t support connecting to them directly, such as with custom code.
JSON Endpoint 1
Responds with a 200 status and { success: true } if the credentials are valid.
Responds with 404 otherwise.
JSON Endpoint 2
Responds with a JSON array of all donations received on the platform if the credentials are valid.
Responds with 404 otherwise.
Records are sorted in reverse chronological order of when they were most recently modified.
This endpoint takes an optional URL parameter ?start_time_ms=TIME. If specified, then results are limited to donations that have been created/updated since the specified time represented as milliseconds from midnight January 1, 1970.