AUTOMATION CONNECT

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

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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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automation update

⚡ Visual Automation Builder: Drag and Drop With No Code!

Charitable Automation Connect 2.3.0 introduces the Visual Automation Builder, a full-screen canvas that lays each automation out as a flow of connected cards: a trigger, optional conditions, and a list of actions that run in order.

🧩 Many actions, one trigger: Tag a donor, send an email, add a note, and fire a webhook from a single event, dragged into any order.

✉️ Act inside Charitable: New Send Email, Tag Donor, and Add Donor Note actions run with no external service required.

🔤 Merge tags: Personalize emails and notes with live fields like {first_name}, {total}, and {campaign_name}.

🔁 Apply to existing donors: Run Tag Donor and Add Donor Note against the donors you already have.

🖥️ Canvas or Simple: Switch views anytime, and automations built before 2.3.0 keep working unchanged.

Read more here.

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Integration updated

📬 Introducing Brevo for Charitable: Turn Donors into Subscribers Automatically

The moment a supporter makes a gift is when they are most engaged. With the new Brevo integration for Charitable, you can automatically turn those one-time donors into long-term subscribers without touching a single spreadsheet.

Simply collect donor consent right on your donation form and start your welcome series immediately.

What’s New:

🔄 Automated Subscriber Sync: New donors who opt in are added straight to your Brevo contact list as soon as their payment clears—no manual exports or CSV imports required.

🎯 Granular Consent & Opt-In Control: Customize your checkbox label, choose whether it defaults to checked or unchecked, or turn on Brevo double opt-in to keep your list clean and compliant.

📋 Per-Campaign List Mapping: Route supporters to your global email list or map specific campaigns to targeted Brevo lists to tailor your follow-up messaging.

⚡ 5-Minute Setup: Connect instantly by pasting your Brevo API key into the Newsletter settings, map your contact fields, and start building your email list on autopilot.

Ready to grow your mailing list? Brevo is available now starting on the Charitable Plus plan—connect your account today!

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recurring donations updated

💳 Introducing Card Updates: Fix Expired Cards Without Losing Subscriptions!

newExpired or updated credit cards are one of the biggest silent leaks in recurring fundraising. With Card Updates in the Recurring Donations extension, donors can now refresh their payment details directly—keeping their subscription, schedule, and giving history completely intact.

No canceled plans, no lost history, and zero administrative headache for your team.

What’s New:

⚡ 30-Second Self-Service: Donors get a dedicated “Update Card” button in their dashboard that opens Stripe’s secure, PCI-compliant Customer Portal to update card details instantly.

🔒 Scoped & Safe Access: Scoped exclusively to card updates by default, donors can’t accidentally cancel or alter their plans from inside the portal, keeping your webhooks and data in sync.

🤝 Admin-Assisted Support: Helping a donor on the phone? Open their secure Stripe portal in one click from your admin screen or generate a single-use update link to email them.

📋 Automatic Audit Trail: Every payment method update is recorded automatically with a timestamp in both system-wide logs and the individual donor’s profile.

Ready to protect your recurring revenue? Get the Plus or Pro plan and update Recurring Donations to 2.3.0+ and enable “Update Payment Method” under your Settings today!

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Integration page builder

Divi Fans Rejoice! Native Divi 5 Campaign Progress Bar Module!

With our new native Divi 5 module, you can anchor your microsites with real-time fundraising stats directly on the visual canvas. Here’s how it works, and why it’s worth turning on today.

Create campaign updates that are VISUAL AND LIVE. You can also:

📊 Campaign Progress Bar: Drop a live progress bar into any Divi 5 layout and show goal progress in real time.

🎨 Deep styling controls: Easily customize the bar and track color, height, and radius to match your brand perfectly.

👁️ Visual Builder ready: Configure and preview everything directly on the Divi canvas as a first-class module.

🔁 Identical rendering: The same exact engine powers this module, meaning consistent design without legacy shims.

✅ Faster launches: Never leave the Divi 5 interface to configure shortcodes or guess how your goal labels will look.

Learn more here.

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Integration page builder

👉🏻 New in Charitable: Native Elementor Widgets for Seamless Campaign Building

With native Elementor widgets, you design donation campaigns right alongside the rest of your page without touching code. Here’s how it works, and why it’s worth turning on today.

Create fundraising pages that are VISUAL, NATIVE, AND SHORTCODE-FREE. You can also:

⚡ Mini Donation: Add a compact, high-converting donation widget with preset amounts and full color control.

⏳ Campaign Countdown: Build urgency for a deadline-driven appeal, complete with optional confetti when the goal is hit.

📣 Donation Feed: Prove momentum by showing visitors the social proof of real people giving right now.

🏆 Donor Leaderboard: Celebrate top supporters with gold, silver, and bronze styling to spark friendly giving.

🖼️ Campaign Showcase: Feature multiple campaigns in a landing page grid or carousel, with search, filters, and badges.

Learn more here.

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