New Donations
Updated 3 weeks ago
New Donations
With this trigger, you'll be able to track the current donations offered by the donors.
New Donations
For this case, we choose the trigger called New Donations and then choose the account that you would want to use to make the requests. Then move to the next step
Donations
In this step, you'll be presented with 3 recent records. Which then you can use with other integrations
Soft credits and this trigger
The New Donations trigger sends the donation record: the donation ID, amount, currency, payment method, date, designation, and donor details. It does not include soft credit data or the person recognized by a soft credit.
To confirm how Gratona attributed a soft credit, open the giver's Donation History and the recognized person's Credits Summary. To confirm the data reached your CRM, check the Zap run output in Zapier and the donation record in the destination system. See Soft Credit.
This is different from the native Bloomerang connection, which can include soft credit details when the option is turned on in donation setup. See Connect Bloomerang.