Zapier is an app that connects different tools for automated notifications and transferring of data. Consider this method for transferring contributions and supporter data from your campaigns to outside CRMs like Salesforce or trigger notifications to separate emails when an action on your campaign takes place – such as registration onto a campaign or a new contribution.
Please note – you can only export data FROM our platforms, not TO the platform from outside software (i.e. ConnectionPoint provides only Triggers, no Actions).
Why is this helpful? #
Use Zapier to create triggers notifying you of certain events from your campaigns (for example, to your email). These are called ‘Zaps.’ Available triggers are:
- New Campaign
- New Contact
- New Fundraiser
- New Payment
- New Receipt
- Updated Campaign
- Updated Payment
- Updated Receipt
How to set up Zaps #
STEP 1 – You will need a Zapier account. Visit https://zapier.com/ to sign in and register an account.
For basic automation, there is a free plan. However, for more regular automation, you’ll likely want to look at one of the paid plans.
STEP 2 – Click ‘Create Zap’ on your Zapier account.
STEP 3 – Create your trigger and action.
Search ConnectionPoint in Triggers for the trigger you like, and then choose what action you’d like. ConnectionPoint does not provide Actions, only Triggers (so one-way only).
This capability is still in the testing stages – if you are interested in this feature, please contact our support team.
