AUTOMATION CONNECT

Connect and integrate with 3000+ apps

Send donation, donor, and campaign events to any platform… with a visual editor, conditional delivery, and asynchronous webhook performance built in.

Now Recently Updated (2.0 Release!)

Connect Charitable to Zapier, Make.com, n8n, HubSpot, Slack, Mailchimp, your own custom endpoint, or any other platform that accepts HTTP webhooks. The 2.0 release is a complete rebuild around a new webhook engine, a tabbed React-based editor, and a delivery model that won’t slow down your donation page.

A visual webhook editor

A redesigned editor with four tabs – BasicConditionsPayload, and Test – replaces the old single-form workflow. Set your delivery URL, choose an event, attach rules, customize what gets sent, and fire a test request, all without leaving the page.

One-click templates for 7 platforms

Start from a pre-configured template instead of a blank slate. Each template fills in the right defaults – event, delivery shape, helpful instructions – for the platform you’re connecting to.

  • Zapier (Webhooks by Zapier – Catch Hook trigger)
  • Make.com (Custom Webhook module)
  • n8n (Webhook node)
  • Pabbly Connect (Webhook trigger)
  • HubSpot (workflow webhook action)
  • Mailchimp (newsletter opt-in pre-filtered)
  • Slack (Incoming Webhook for channel notifications)

Or pick Start from scratch and configure everything yourself.

Conditional delivery

Fire webhooks only when the event matches your rules. The new condition builder supports nested AND/OR groups across donation, recurring donation, and campaign fields, including:

  • Donation total (><=)
  • Campaign or campaign category
  • Payment gateway
  • Donation status
  • Donor country
  • Newsletter opt-in
  • Anonymous donations
  • Test mode
  • Recurring period
  • Campaign creator

Combine rules to build conditions like “big donations from US donors who opted in to the newsletter” without writing a line of code.

Asynchronous delivery

New subscriptions deliver asynchronously by default, using Action Scheduler to dispatch webhooks in the background. Donation pages no longer wait for third-party platforms to respond before completing – the donor sees their thank-you page immediately, and the webhook fires moments later.

Existing 1.x subscriptions keep running in synchronous mode. Switch any one of them to async whenever you’re ready, one subscription at a time.


Customize what gets sent

The new Payload tab lets you choose exactly which fields are included in each webhook request, and in what order. Drop the fields your integration doesn’t need, keep your payloads small, and reorder them to match what your receiving platform expects.

Charitable’s other extensions (Ambassadors, Recurring Donations, Fee Relief, Anonymous Donations, Gift Aid, Newsletter Connect) automatically contribute their own fields, and developers can register custom payload fields.


See exactly what’s happening

Every subscription has its own delivery log showing recent send attempts, HTTP response codes, and success/failure status. When something goes wrong, you can see why – no need to dig through server logs.

The Test tab in the editor sends a sample request to your delivery URL on demand, so you can verify the integration before any real donation triggers it.


Works with your existing extensions

Automation Connect 2.0 plugs into the rest of the Charitable ecosystem the same way it always has. Plugins like AmbassadorsRecurring DonationsFee ReliefAnonymous DonationsGift Aid, and Newsletter Connect add their own fields to outgoing webhooks automatically, with no extra configuration required.


Get started in four steps

  1. Click Add Webhook and pick a template – Zapier, Make.com, n8n, Pabbly Connect, HubSpot, Mailchimp, Slack, or “Start from scratch.”
  2. Paste your platform’s webhook URL into the Delivery URL field on the Basic tab.
  3. (Optional) On the Conditions tab, add rules so the webhook fires only when an event matches.
  4. (Optional) On the Payload tab, choose which fields to include. Click Send Test on the Test tab to verify it works, then save and activate.

That’s it. Your webhook is live.


Frequently asked questions

Do I need a paid Zapier plan to use this?

No. Zapier’s “Catch Hook” trigger is part of the free tier. The same is true for Make.com, n8n, and Pabbly Connect – their free plans include webhook triggers.

Can I retry a failed webhook?

Yes. Open the subscription, view its delivery log, and resend. You can also use the Test tab to fire a fresh request whenever you want.

What happens if my host can’t run async deliveries reliably?

Set the subscription’s delivery mode to Sync in the editor. The webhook will fire immediately on the request that triggered it, the same way 1.x worked.

Will my existing 1.x webhooks still work after upgrading?

Yes. Existing subscriptions are migrated automatically and keep running in legacy synchronous mode. Switch any of them to async whenever you’re ready – one subscription at a time, no all-or-nothing migration.

What Charitable plan do I need?

Charitable Pro plan or higher. Licenses get a 30-day grace period after expiry before delivery stops, so you have time to renew.

Does this work with platforms not in the template list?

Yes. Pick Start from scratch and paste any HTTPS endpoint. Anything that accepts an HTTP POST with a JSON body will work – that includes most modern automation platforms, CRMs, and custom internal services.


Connect Charitable to anything

Whether you’re piping new donations into a CRM, pinging Slack when a peer-to-peer fundraiser hits goal, syncing newsletter opt-ins into Mailchimp, or building a custom internal pipeline, Automation Connect 2.0 gets the data where it needs to go – quickly, reliably, and on your terms.

Get started with Automation Connect

You’ll find everything you need to get started with Automation Connect in our detailed setup guide.

It covers everything you need to know to start creating automated workflows powered by Charitable and your automation platform.

Frequently Asked Questions

See the list below for our most frequently asked questions. If your question is not listed here, please contact us.

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GiveWP Migrations New

White Glove Migration Service for GiveWP

Thinking about switching your fundraising platform from GiveWP to Charitable, but don’t want to risk losing your data or handle a complex technical setup yourself? Charitable’s White Glove Migration Service features:

👥 Flawless Donor Mapping: Safely transfer your entire supporter database with zero data loss.

📊 Complete Financial History: Meticulously preserve every historical transaction for continuous, accurate reporting.

🔄 Seamless Recurring Giving: Safely transfer active sustaining subscriptions without disrupting your incoming revenue or requiring your donors to update their information.

💳 Zero Gateway Disruptions: Keep using Stripe, PayPal, or any other GiveWP-compatible processor you already love.

🚀 Expert Technical Setup: Relax while our team handles the heavy lifting to install and configure your forms—plus, qualifying users get a full year of Charitable Pro completely free.

Visit this page to learn more.

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automation Improvement

📢 New Feature Alert: Automation Connect 2.0 Is Here! 🚀

Thinking about connecting your fundraising data to tools like Mailchimp, Slack, or Google Sheets, but don’t want to hire a developer or write custom code? Charitalbe’s new automation addon has:

⚡ 17 Event Triggers: Instantly fire webhooks for a donor’s first gift, renewal payments, or reached campaign milestones.

🎯 Smart Conditional Logic: Use powerful AND/OR logic across 11 fields to only send data when it meets your exact criteria, like newsletter opt-ins.

📊 Custom Payload Control: Select from 80+ clean data fields across donor, donation, and campaign metadata so your apps get exactly what they need.

🚀 Pre-Built Platform Templates: Skip the setup from scratch with ready-to-go templates for Zapier, Make.com, n8n, HubSpot, and Slack.

🛡️ Reliable Developer Tools: Power your workflows with signed HMAC-SHA256 payloads, complete WordPress filters, and automatic retry logs.

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automation Improvement

🔌 Charitable Meets Zapier: Connect to 7,000+ Apps and Automate Your Fundraising

Tired of manually copying donation data into accounting sheets or tracking down new donor signups? Put your administrative tasks on autopilot. Charitable is now officially on Zapier, giving you a powerful, no-code way to plug your fundraising directly into the rest of your favorite tools.

Every donation, donor signup, and campaign milestone can now trigger an automated workflow seamlessly.

What’s New:

♾️ Connect to 7,000+ Apps: Bridge your Charitable campaigns with everyday software like Google Sheets, QuickBooks, Slack, Mailchimp, HubSpot, Notion, Airtable, and thousands more.

⚡ 12 Powerful Triggers: Build deep workflows using smart automation triggers covering the entire donation lifecycle—including New Donation, New Donor, Subscription Cancelled, and Campaign Goal Reached.

📋 Pre-Built Action Templates: Get started in three minutes or less with our pre-made template combinations, like automatically logging new donations straight into a Google Sheet or firing custom donor welcome emails through Gmail.

🚫 Zero Code Needed: No complex webhooks or custom PHP scripts required. Just pick your trigger, choose your app, map your fields, and let Zapier handle the heavy lifting.

Ready to save hours of admin time? Grab Charitable Pro with the Automation Connect addon today and launch your first Zap!

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Improvement Payments

🚀 Introducing PayPal Commerce: One Connection, Six Ways to Donate

Donors expect modern, flexible payment options when they support a cause. If they don’t see their preferred method on your donation form, they often disappear without a word. With PayPal Commerce, we are bringing a completely modernized checkout experience right to your campaigns.

Enjoy a single integration that upgrades your forms, makes giving seamless, and helps you capture every single donation.

What’s New:

🔌 One-Click Connection: Skip messy API keys and developer docs. Simply click “Connect with PayPal,” sign in to your business account, and your modern form is live in under five minutes.

💳 Six Ways to Give: Give your supporters instant access to PayPal balance, Venmo (US), Pay Later financing, major credit/debit cards, Apple Pay (Safari), and Google Pay (Chrome) all from the exact same form.

🔄 Flexible Recurring Giving: Fully supports monthly giving. Choose between the PayPal Subscriptions API (handled automatically on PayPal’s end) or Vault + Cron (handled securely right on your site).

💬 Friendly Error Recovery: No more confusing browser alerts. If a payment is declined, donors see plain-language, inline messages that guide them on how to fix the issue and complete their gift.

Ready for PayPal, modernized? Update to Charitable Pro 1.8.15+ (or Charitable Lite 1.8.11+) and connect your account today!

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Campaigns New

⏳ Campaign Countdown: Drive Urgency and Lift Donations

Urgency is one of the most powerful tools in fundraising! Meet Campaign Countdown—a live, real-time timer built to turn procrastination into immediate generosity.

campaign_countdown_animation

What’s New:

⏱️ Live, Real-Time Urgency: Beautifully track days, hours, minutes, and seconds down to your campaign’s deadline w/ live-updating visual countdowns.

🎨 Tailored to Your Look: Choose between Boxed bordered tiles or a clean, single-line Inline display. Match your theme instantly with font and deep color controls.

🛠️ Place it Anywhere: Drop the countdown anywhere you like using the Campaign Builder field, a dedicated Gutenberg block, or a simple shortcode.

🚨 Smart Expiry Actions: Total control over the end state—choose to automatically replace the timer with a custom message, freeze it at zero, and more.

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