{"id":3943,"date":"2023-06-15T15:09:02","date_gmt":"2023-06-15T22:09:02","guid":{"rendered":"https:\/\/connectionpoint.com\/help\/?post_type=docs&#038;p=3943"},"modified":"2023-12-21T11:44:07","modified_gmt":"2023-12-21T19:44:07","password":"","slug":"zapier","status":"publish","type":"docs","link":"https:\/\/connectionpoint.com\/help\/docs\/zapier\/","title":{"rendered":"Zapier"},"content":{"rendered":"\n<p class=\"has-text-align-center has-pale-cyan-blue-background-color has-background has-medium-font-size\"><strong><a href=\"http:\/\/zapier.com\">Zapier<\/a><\/strong> 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<strong> or trigger notifications to separate emails when an action on your campaign takes place &#8211; such as registration onto a campaign or a new contribution. <\/strong><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Please note &#8211; you can only export data FROM our platforms, not TO the platform from outside software (i.e. ConnectionPoint provides only Triggers, no Actions). <\/strong><\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading has-vivid-cyan-blue-color has-text-color\"><strong>Why is this helpful?<\/strong><\/h3>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Use <a href=\"http:\/\/zapier.com\">Zapier<\/a> to create triggers notifying you of certain events from your campaigns (for example, to your email). These are called &#8216;Zaps.&#8217; Available triggers are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>New Campaign<\/li>\n\n\n\n<li>New Contact<\/li>\n\n\n\n<li>New Fundraiser <\/li>\n\n\n\n<li>New Payment<\/li>\n\n\n\n<li>New Receipt<\/li>\n\n\n\n<li>Updated Campaign<\/li>\n\n\n\n<li>Updated Payment<\/li>\n\n\n\n<li>Updated Receipt<\/li>\n<\/ul>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading has-vivid-cyan-blue-color has-text-color\"><strong>How to set up Zaps<\/strong><\/h3>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color\"><strong>STEP 1 &#8211; You will need a Zapier account. Visit <\/strong><a href=\"https:\/\/zapier.com\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>https:\/\/zapier.com\/<\/strong> <\/a> <strong>to sign in and register an account. <\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color\">For basic automation, there is a free plan. However, for more regular automation, you&#8217;ll likely want to look at one of the paid plans.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"zapier logo\" class=\"wp-image-3947 lazyload\" style=\"width:204px;height:114px\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/Zapier-Logo-1024x576.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/Zapier-Logo-1024x576.png 1024w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/Zapier-Logo-300x169.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/Zapier-Logo-768x432.png 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/Zapier-Logo-360x203.png 360w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/Zapier-Logo-1536x864.png 1536w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/Zapier-Logo.png 2000w\"><\/figure>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color\"><strong>STEP 2 &#8211; Click &#8216;Create Zap&#8217; on your Zapier account. <\/strong><\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"837\" height=\"1024\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"screenshot of Zapier navigation menu, with arrow pointing to first option in list &quot;Create zap&quot;\" class=\"wp-image-3949 lazyload\" style=\"width:326px;height:399px\" sizes=\"auto, (max-width: 837px) 100vw, 837px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/Zapier-837x1024.jpg\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/Zapier-837x1024.jpg 837w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/Zapier-245x300.jpg 245w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/Zapier-768x939.jpg 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/Zapier-360x440.jpg 360w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/Zapier.jpg 974w\"><\/figure>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color\"><strong>STEP 3 &#8211; Create your trigger and action.<\/strong> <\/p>\n\n\n\n<p>Search ConnectionPoint in Triggers for the trigger you like, and then choose what action you&#8217;d like. ConnectionPoint does not provide Actions, only Triggers (so one-way only). <\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"910\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Screenshot of trigger and action forms\" class=\"wp-image-3950 lazyload\" style=\"width:645px;height:573px\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image-7-1024x910.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image-7-1024x910.png 1024w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image-7-300x267.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image-7-768x683.png 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image-7-360x320.png 360w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image-7.png 1513w\"><\/figure>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>This capability is still in the testing stages &#8211; if you are interested in this feature, please <a href=\"mailto:support@connectionpoint.com\">contact our support team. <\/a><\/strong><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-0dfbf163 wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image is-resized\"><a href=\"https:\/\/fundrazr.com\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"106\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"FundRazr logo, click to go to platform\" class=\"wp-image-3757 lazyload\" style=\"aspect-ratio:3.443396226415094;width:189px;height:auto\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer.png 365w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer-300x87.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer-360x105.png 360w\"><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image is-resized\"><a href=\"petfundr.com\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"307\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"PetFundr logo, click to go to platform\" class=\"wp-image-3778 lazyload\" style=\"aspect-ratio:3.3355048859934855;width:173px;height:auto\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-1024x307.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-1024x307.png 1024w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-300x90.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-768x230.png 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-360x108.png 360w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60.png 1128w\"><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image is-resized\"><a href=\"https:\/\/crowdfundr.com\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"106\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Crowdfundr logo, click to go to platform\" class=\"wp-image-3758 lazyload\" style=\"aspect-ratio:3.443396226415094;width:189px;height:auto\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer.png 365w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer-300x87.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer-360x105.png 360w\"><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image is-resized\"><a href=\"https:\/\/cocopay.co\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"106\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Cocopay logo, click to go to platform\" class=\"wp-image-3759 lazyload\" style=\"aspect-ratio:3.443396226415094;width:220px;height:auto\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer.png 365w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer-300x87.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer-360x105.png 360w\"><\/a><\/figure>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>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&#8230;<\/p>\n","protected":false},"author":4,"featured_media":6036,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[49],"doc_tag":[106,107],"class_list":{"0":"post-3943","1":"docs","2":"type-docs","3":"status-publish","4":"has-post-thumbnail","6":"doc_category-apps-integrations","7":"doc_tag-integrations","8":"doc_tag-zapier"},"year_month":"2026-04","word_count":240,"total_views":"1942","reactions":{"happy":"0","normal":"1","sad":"0"},"author_info":{"name":"Shan","author_nicename":"shan","author_url":"https:\/\/connectionpoint.com\/help\/author\/shan\/"},"doc_category_info":[{"term_name":"Apps &amp; Integrations","term_url":"https:\/\/connectionpoint.com\/help\/help-category\/apps-integrations\/"}],"doc_tag_info":[{"term_name":"Integrations","term_url":"https:\/\/connectionpoint.com\/help\/help-tag\/integrations\/"},{"term_name":"zapier","term_url":"https:\/\/connectionpoint.com\/help\/help-tag\/zapier\/"}],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - 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