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How Zapier works
Zapier makes it easy to integrate Donation Manager RedCloud with Beacon - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Appeal" from Donation Manager RedCloud.
Add your action
An action happens after the trigger—such as "Create Record" in Beacon.
You’re connected!
Zapier seamlessly connects Donation Manager RedCloud and Beacon, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Appeal
Triggers when a new appeal is added.
Try ItTriggerInstant - New Supporter
Triggers when a new supporter is added.
Try ItTriggerInstant - WorkflowRequired
Try ItTriggerInstant- Record typeRequired
- Record IDRequired
ActionWrite
- New Donation
Triggers when a donation is added.
Try ItTriggerInstant - New Total Giving Page
Triggers when a new Total Giving page is created.
Try ItTriggerInstant - Record typeRequired
ActionWrite- Record typeRequired
ActionSearch
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