Automation
Zapier
Automate supported nonprofit CRM and fundraising workflows
The currently available Zapier integration for Gratona connects donor, donation, recipient, sponsorship, program, and form events with other apps in Zapier. Teams can also use the actions exposed by their connection to create or edit supported records. Review exact event availability, fields, permissions, plan rules, duplicate behavior, and test results before enabling any workflow that writes production data.
Zapier linked
Eligible destination apps depend on your plan
Mapped
Review fields before activation
Supported
Current Gratona triggers and actions
The Problem
Nonprofits often copy donor, gift, sponsorship, and program data between email, project management, communication, and spreadsheet tools. Manual transfer costs time and creates avoidable errors.
The Solution
Use Gratona's supported Zapier triggers and actions to automate selected workflows while keeping field mapping, permissions, tests, and production changes visible.
Getting started
- 1Connect your Gratona account from Zapier
- 2Choose an available Gratona trigger or action
- 3Select the other app and map the fields your workflow needs
- 4Test with non-production data, review permissions, and activate the Zap
Key features
Who uses this
Development Operations
Send a new Gratona donor to an approved email or spreadsheet workflow, with the fields your team has reviewed.
Finance Team
Route new donation and designation details into a reviewed finance workflow without copying each record by hand.
Sponsorship Team
Create a task or notification when a new sponsorship commitment is recorded so the right person can review the next step.
Frequently asked questions
Ready to connect Zapier?
Set up Zapier in minutes and start automating your workflow.
