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:
When you click on the link above you will see the following page:
Click Accept Invite & Go To Dashboard to continue.
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:
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:
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:
Now that the Zap is setup, it’s time to test it:
Bingo! It works:
Now it’s just time to provide a good name and confirm:
You may have noticed a new tab setup within you Give settings page when you activated this plugin:
This tab exists to provide you with helpful instructions, quick links, and testing triggers.
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.