This article explains how to use the Give Zapier Add-on. Learn how to connect your Zapier account to your Give integration and more.

Installation and Activation

The first step to implementing PDF Receipts with Give is to download and install the PDF Receipts Add-on. You’ll also need to activate your PDF Receipts license in order to get one-click updates and access to our Priority Support.

Give on Zapier

Now that you have the Zapier Add-on activated properly it’s time to create some Zaps! You will first need to gain access to the Give Zapier App: https://zapier.com/developer/invite/24997/b6076987c71af5d4495daa2574ab6797/

When you click on the link above you will see the following page:

give-zapier-invite

Click Accept Invite & Go To Dashboard to continue.

You must accept the App invite to integrate Give with Zapier.

Creating Zaps

Once you have properly setup the Give Zapier Add-on and accepted the App invite you can now start integrating with hundreds of services. If you are new Zapier, please read up on triggers and actions. For an example, let’s create a Give integration with Slack. The first screen you’ll see is to select a trigger and action:

give-slack-zapier

Notice how I have selected “Give” as my trigger app and “Slack” as the action application. Below that, I have specified “New Donation” as my specific trigger.

Next, you will be asked to connect to your Give integration if you haven’t setup a Zap before:

give-api-connect

You will need a valid API key, token and site URL to integrate with Zapier. Be sure the site you are testing on is publicly accessible (not localhost, firewalled, etc.)

You may create yourself an API key for your integration under Give > Settings > API. Learn more about the Give API.

Once you have the accounts properly connected between your two applications it’s time to match up the data as you see fit. For Slack, I’ll want to send a message to a specific channel with certain fields included like the donor’s email, the form used to donate, and the total donated:

give-zapier-slack-action

Now that the Zap is setup, it’s time to test it:

test-zap

Bingo! It works:

slack-message

Now it’s just time to provide a good name and confirm:

give-zap-confirm

 

Testing Zaps

You may have noticed a new tab setup within you Give settings page when you activated this plugin:

Zapier Add-on Tab
Zapier Add-on Tab

This tab exists to provide you with helpful instructions, quick links, and testing triggers.

A trigger must be setup on Zapier in order for the testing button to work.

We just setup a Slack integration when a New Donation occurs in Give. Now, we could test this by creating a new test donation, but we don’t want to have to go through that trouble. Rather, clicking “New Donation” will run test data to all triggers setup on Zapier with that integration. If I had configured more than just Slack, for instance MailChimp as well, to run an action when a new donation is made then clicking the test trigger would run both.