Charitable Blog

Everything you need to know about Charitable and our team.

Automate Your Fundraising Efforts with Uncanny Automator

Automate Your Fundraising Efforts with Uncanny Automator

Last updated on

  • By

We’ve seen non-profits handling mundane tasks manually when they could be automated.

Every donation means manually updating your CRM. Every new donor requires copying their info to your email list. Every campaign milestone triggers a checklist of tasks you have to remember to do. It’s exhausting, time-consuming, and honestly? It pulls you away from what matters most -connecting with donors and growing your impact.

We want to make fundraising as easy as it can be!

That’s why we built the Uncanny Automator Integration for Charitable Pro (1.8.12)

Now, your fundraising platform actually works with the rest of your tools. Automatically. Without you lifting a finger.

When someone donates? Automator can instantly add them to your email sequence, update your spreadsheet, notify your team on Slack, and trigger a personalized thank you – all without you touching a thing.

No more manual work. No more missed follow-ups. No more switching between a dozen tabs.

Just smooth, automated workflows that let you focus on fundraising, not busy work.

What Uncanny Automator Integration Can Do

The Uncanny Automator Integration connects Charitable with 210+ apps and plugins, letting you:

  • Automate donor management: Automatically add donors to your CRM, email lists, or membership sites the moment they give
  • Trigger personalized follow-ups: Send custom thank you messages, certificates, or updates based on donation amount or campaign
  • Sync data everywhere: Keep your tools in sync without manual exports, imports, or copy-pasting
  • Create complex workflows: Build multi-step automations that would normally take hours of manual work

The magic happens through Automator’s simple recipe builder. You create automations in minutes by choosing a trigger (like when a donation is made) and connecting it to actions (like adding that donor to your email list). It’s point-and-click simple, but powerful enough to handle complex workflows.

What really sets Automator apart is its massive library of integrations. With over 210 connections available, you can link Charitable to Google Sheets, Slack, Mailchimp, Facebook, Twitter, WhatsApp, and virtually every popular WordPress plugin you’re already using.

Uncanny Automator apps

The best part? Major platforms use 1-click connections, so you don’t need to mess with API keys or technical setup.

You also get smart conditions that let you run actions only when specific criteria are met. Want to send a special email only to donors who give over $100? Or add VIP donors to a specific list? Conditions make it possible.

Plus, with over 9,000 dynamic tokens available, you can personalize everything by pulling data directly from donors, campaigns, and form submissions.

Getting Started (It Takes 5 Minutes)

First, make sure you’ve updated to Charitable Pro version 1.8.12. You can grab the latest version of the plugin in the Download tab inside your Charitable account.

Then download and install Uncanny Automator on your site. The free version works perfectly for most nonprofits.

Now here’s where it gets really easy. Create a new campaign in Charitable or open an existing one.

Navigate to the Marketing tab and open Uncanny Automator. You’ll see a green button that says “Activate Uncanny Automator.”

Connect Uncanny Automator

Click that button and watch the magic happen. The integration activates automatically with no manual configuration needed on your part.

Once it’s done, you’ll see a green “View Settings” button that takes you straight to where you can start building your first automation.

Uncanny Automator view settings

Creating your first recipe in Uncanny Automator is simple. Choose a trigger like “A user makes a donation.”

Then add an action like “Add user to Mailchimp list.” If you want, set conditions to make it more specific. Save your recipe, and it runs on autopilot from that moment forward. Learn how to create recipes here »

That’s it. Your fundraising workflows are now automated, and you can get back to what matters most – raising money and making an impact.

Why You’ll Love This Integration

This isn’t just about saving time (though you’ll save hours every week). It’s about creating a donor experience that feels personal and professional – without the manual effort.

Get Time Back: Automate the repetitive tasks that eat up your day – data entry, email follow-ups, donor tracking – all handled automatically

Never Miss a Follow-Up: Set it once and every donor gets the right message at the right time, every single time

Connect Your Stack: Already using tools like Mailchimp, Google Sheets, Slack, WordPress users, WooCommerce, or hundreds of others? Now they all talk to Charitable seamlessly

No Code Required: Build powerful automations with a simple point-and-click interface. If you can use WordPress, you can use this.

Ready to Enhance Your Campaigns?

Upgrade to Charitable Pro 1.8.12 and start automating your fundraisers today. Get version 1.8.12 here »

Not yet on Charitable Pro?

Sign up today and get up to 50% off on your plan. We’re confident you’ll love raising funds with Charitable. If, for any reason, Charitable is not the right fit for you, we’ll refund your purchase with our 14-day money-back guarantee.

Uncanny Automator is the latest addition to our Integrations. Charitable also works beautifully with other apps:

Check out all Integrations here »

Don’t see the integration you want? Let us know what you need →

Stay Connected for More Nonprofit Resources

For more tutorials and videos tailored to nonprofits, subscribe to our YouTube channel. We regularly publish expert tips, step-by-step guides on migrations like this GiveWP to Charitable switch, fundraising strategies, and practical resources to help your organization succeed.

🗞️ Get weekly tips and exclusive guides in your inbox
Join our newsletter →  

🎥 Watch step-by-step tutorials and success stories
Subscribe to our YouTube channel →  

👩🏽‍💻 Connect with our community and get daily nonprofit insights
Follow us on LinkedIn →

🥳 Fun reels and non-profit insights
Follow us on Instagram → 

👀 Insightful & fun videos to help you grow your cause
Follow us on TikTok→  

🌎 Subscribe and follow for general fundraiser tips
Get Fundraiser Tips on TikTok → 

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.

Disclosure: Our content is reader-supported. This means if you click on some of our links, then we may earn a commission. We only recommend products that we believe will add value to our readers.

Leave a Reply

Your email address will not be published. Required fields are marked *

Get free tips and resources right in your inbox, along with 60,000+ others

Join our Newsletter

We won’t spam you. We only send an email when we think it will genuinely help you. Unsubscribe at any time!

Featured Video:

Watch more videos on our YouTube channel.

What's New In Charitable

View The Latest Updates
🔔 Subscribe to get our latest updates
📧 Subscribe to Emails

Email Subscription

Join our Newsletter

We won’t spam you. We only send an email when we think it will genuinely help you. Unsubscribe at any time!

Campaigns New

🧡 Modal Donate Button: Turn Any Click into a Contribution

Instead of redirecting users to a new URL, the lightweight Modal Donation Button allows donors to complete their gift in a sleek, focused popup, keeping them engaged with your content while they support your cause.

What’s New:

  • Zero-Friction Giving: Open your donation form in a responsive modal overlay. Donors stay on the same page, reducing drop-off.

  • 🖱️ Place it Anywhere: Use the dedicated WordPress block or a simple shortcode to drop a donate button into sidebars, footers, or even mid-sentence in your storytelling.

  • 🎨 Full Design Control: Match your brand perfectly with customizable background colors, hover effects, border radius, and font sizes—all without touching a single line of CSS.

Whether you need a simple “Donate Now” link or a high-converting popup button, the Modal Donate Button gives you the flexibility to raise more with less effort.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
donation form Donations New

💵 Mini Donation Widget: Show The Impact Of Every Dollar!

Not every donor who wants to give will navigate to your campaign page. Meet them exactly where they are by placing a fully functional giving experience directly on any page or post.

💬 Show the impact of every dollar: Attach custom messages to each preset amount so donors understand exactly what their gift provides.
🔄 Monthly and one-time giving: Supports a tabbed interface with independent amounts and impact statements for recurring giving programs.
🎨 Match your brand: Easily set accent colors and control size or alignment to fit the widget naturally into your layout without CSS.
⚡ Reduce donor friction: Open the donation form in a modal overlay to keep donors on the page and reduce drop-off.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
Donations Live New

👉🏻 Showcase Real Momentum with the Donations Feed

Give your donors a reason to trust. Our new feed lets you display a living, breathing record of people showing up for your cause.

🤝 Build instant trust: Overcome donor hesitation by showing a proven track record of community support.
💬 Highlight donor stories: Display real donor comments and locations to show the human side of your fundraising.
🛠️ Drop it anywhere: Easily add the block to your homepage, campaign pages, or confirmation screens in seconds.
📈 Curate your feed: Group multiple donations from the same person or sort by highest amounts to encourage larger gifts.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
Campaigns New

🎨 Campaign Showcase: Pro Level Display, No Coding Needed.

Display your causes with style and make it easier than ever for donors to find the right campaign. We are excited to announce the brand-new Campaign Showcase, a powerful, no-code tool designed to help you create beautiful, high-converting campaign grids and carousels.

The Ultimate Discovery Experience

Your mission deserves to be seen. With the Campaign Showcase, you can move beyond simple lists and create dynamic displays that highlight your most urgent needs, helping donors connect with the causes they care about most.

⚡ No-Code Customization: Effortlessly change layouts, columns, and styles with a single click. Whether you want a clean grid or an interactive carousel, you can match your organization’s look without any CSS or JavaScript.

🎯 Advanced Search & Filter: Empower your supporters with real-time filtering. Donors can quickly sort through campaigns by tags, popularity, or “ending soon,” making it easy to find exactly where their help is needed.

💰 Quick Donate Integration: Boost your conversions with instant giving. The Showcase allows donors to contribute via a modal popup directly from the display, featuring pre-selected amounts for a faster, friction-free experience.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
Addon New

🤯 New Addon: Campaign Updates

Keep your supporters informed and engaged with every step of your progress! Share the ongoing impact of your mission and build lasting trust with your donor community!

The Ultimate Engagement Tool

Fundraising is a journey, not a one-time event. Now, you can easily provide real-time updates directly on your campaign pages, ensuring your donors stay connected to the causes they care about most.

📣 Easy Storytelling: Quickly post text updates, milestones, or field reports to show exactly how donations are being put to work, keeping the momentum alive throughout your fundraiser.

🏗️ Visual Builder Integration: Seamlessly add the Updates block anywhere on your page using our drag-and-drop builder, or use a simple shortcode to display news in widgets and sidebars.

📩 Build Donor Trust: By consistently sharing progress and success stories, you create a transparent giving experience that encourages recurring support and deeper community involvement.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.