DonationPay Zapier Integration Guide

This guide helps you connect DonationPay with Zapier to automate workflows and enhance productivity. DonationPay offers three triggers and one action to make integration simple and seamless.

Getting Started

Follow these steps to get started with Zapier and DonationPay:

  1. Create a Zapier Account: Sign up for free at zapier.com if you don't already have an account.
  2. Request Access to DonationPay App: Email support@donationpay.org with your Zapier account email address to gain access.
  3. Log in to Zapier: After receiving access, log in to your Zapier account at zapier.com/signin.
  4. Connect DonationPay to Zapier:
    • You will need your DonationPay API key. Generate or find it by visiting the DonationPay portal at portal.donationpay.org, under Account > API and Integrations.
    • Click the Zapier button in the portal and enable the triggers you plan to use in Zapier.
  5. Create a New Zap:
    • Go to the Zapier dashboard and click "Create Zap".
    • Search for and select the DonationPay app.
  6. Select a Trigger:
    • Choose one of the three triggers (New Payment, New Payout, or New Schedule).
    • Connect your DonationPay account using the API key and test the trigger.
  7. Add an Action:
    • Add an action from another app to complete the workflow (e.g., send data to Google Sheets, Salesforce, or email).
  8. Test & Activate Your Zap:
    • Test your Zap and activate it once you confirm everything works correctly.

🚀 Triggers

⚡ Action

Accessing the DonationPay Zapier App

To access the private DonationPay Zapier app, please send an email with your Zapier account details to support@donationpay.org.

Setting up Triggers

1. New Payment Trigger

This trigger will send details every time a new payment is processed.


{
  "id": "1234567e345d",
  "created": "2024-09-03 12:00:00",
  "email_address": "example.email@example.com",
  "amount": 20.00,
  "billing_full_name": "John Doe",
  "billing_name_first": "John",
  "billing_name_last": "Doe",
  "billing_address": "123 Example Street",
  "billing_city": "Example City",
  "billing_province": "EX",
  "billing_zip_code": "12345",
  "billing_country": "US",
  "request_uri": "/example-path/donations/"
}

2. New Payout Trigger

This trigger sends information whenever a new payout is processed.


[
  {
    "amount": 1500.50,
    "date": 1725321600,
    "data": [
      {
        "Amount": 100.00,
        "Fee": 3.50,
        "Name": "Jane Doe",
        "Email": "janedoe@example.com",
        "Address": {
          "city": "New York",
          "country": "US",
          "line1": "123 Broadway",
          "line2": "Apt 4B",
          "postal_code": "10001",
          "state": "NY"
        }
      },
      {
        "Amount": 200.00,
        "Fee": 7.00,
        "Name": "John Smith",
        "Email": "johnsmith@example.com",
        "Address": {
          "city": "Los Angeles",
          "country": "US",
          "line1": "456 Hollywood Blvd",
          "postal_code": "90028",
          "state": "CA"
        }
      }
    ]
  }
]

3. New Schedule (Recurring Payment) Trigger

This trigger fires when a new recurring payment is scheduled.


{
  "id": "123e456d",
  "created": "2024-09-03 09:26:47",
  "email_address": "example.email@example.com",
  "recurring_amount": 15.25,
  "frequency": "monthly",
  "start_date": "2024-09-03",
  "schedule_date": "2024-10-03",
  "billing_full_name": "John Doe",
  "billing_name_first": "John",
  "billing_name_last": "Doe",
  "billing_address": "123 Example Street",
  "billing_city": "Example City",
  "billing_state": "EX",
  "billing_zip_code": "12345",
  "billing_country": "US",
  "payment_page": "/example-path/recurring-donation/"
}

Using the Action: List Payments (Month-to-Date)

This action allows you to retrieve all payments made within the current month, up to 1000 transactions.

Example data sent to Zapier:


      {
        "transactions": [
          {
            "id": "66edbf09d683",
            "date": "2024-09-20 11:29:29",
            "payment_page": "/sample/path/",
            "email_address": "test@donationpay.org",
            "status": "success",
            "amount": 1.00,
            "refund_amount": 0,
            "refund_date": null,
            "full_name": "Test Smith",
            "first_name": "Test",
            "last_name": "Smith",
            "address": "123 Main Road",
            "city": "San Francisco",
            "state": "CA",
            "zip": "94114",
            "country": "US",
            "custom_fields": {
              "Personal_Note": 'Thank you for all that you do!',
              "Giving_Option": "No"
            }
          },
          {
            "id": "66ed32ddac10",
            "date": "2024-09-20 01:31:25",
            "payment_page": "/sample/path/",
            "email_address": "test@outlook.com",
            "status": "success",
            "amount": 35.00,
            "refund_amount": 0,
            "refund_date": null,
            "full_name": "Nick Jones",
            "first_name": "Nick",
            "last_name": "Jones",
            "address": "123 Spring Road",
            "city": "Atlanta",
            "state": "GA",
            "zip": "30306",
            "country": "US",
            "custom_fields": {
              "Personal_Note": 'In honor of John Doe',
              "Giving_Option": true
            }
          }
        ]
      }

How to Set Up a Zap

  1. Get Access: Email support@donationpay.org with your Zapier email address to request access.
  2. Create a New Zap: Once you’ve been granted access, log in to your Zapier account.
  3. Select DonationPay as the App: Search for the DonationPay app.
  4. Choose a Trigger: Set up a trigger (e.g., New Payment, New Payout, or New Schedule).
  5. Test Your Zap: Test the Zap to ensure it’s receiving data correctly.
  6. Add an Action: Use the “List Payments (Month-to-Date)” action if needed to retrieve payment data.
  7. Finish Your Zap: Connect your trigger and action to other apps like email, Slack, or Google Sheets for further automation.

If you need help, please reach out to support@donationpay.org for assistance with setting up your DonationPay Zapier integration.