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 – Basic, Conditions, Payload, 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 Ambassadors, Recurring Donations, Fee Relief, Anonymous Donations, Gift 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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ambassadors New

🖨️ Introducing Fliers and Posters: Raise Money Away From the Screen!

A lot of peer-to-peer fundraising happens away from a screen: at the finish line of a 5K, on a school noticeboard, in an office kitchen. Charitable Ambassadors 3.4.7 adds 2 printables, a fundraiser flier carrying each fundraiser’s own story and QR code, and a recruitment poster that signs new fundraisers up. Both open as a normal web page and print straight from the browser. Why this is important:

  • 🏁 A flier for every fundraiser: Each one carries that fundraiser’s own photo, story and goal, with a QR code that opens their page rather than your main campaign.
  • 📌 A poster that recruits: It shows “Now Recruiting” above your campaign name with a large QR code that opens your sign-up form, so someone can start fundraising without waiting on a link from you.
  • 🪄 No design tool needed: Both printables render as a normal web page and print from the browser, with no PDF plugin and no designer.
  • 📄 2 flier layouts: Hand out carries the full story for giving to friends and family, and Post up carries a short hook with 5 tear-off tabs for a noticeboard.
  • 🛡️ Off until you switch it on: Fliers stay off after the update until you enable them under Charitable » Ambassadors » Other » Fliers, and only the owner or an administrator can open one.

Check out our announcement here.

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Improvement Payments

💸 Introducing Tiered Rates for Fee Relief: Match the Ask to the Gift!

Fee Relief asks your donors one short question at checkout: would you like to cover the processing fee on this gift? Until now that question used a single rate for every donation on a gateway, so a $10 gift and a $500 gift were asked for the same percentage. Fee Relief 1.3.0 lets you set as many donation bands as you like, each carrying its own rate. Why this is important:

  • 🪙 Gentler on small gifts: A fixed transaction cost is a far bigger share of a $10 donation than a $500 one, so bands let you ask for less at the bottom.
  • 🎚️ As many bands as you need: Each band carries its own percentage and its own fixed amount, and the top band runs on with no upper limit.
  • 🛑 An optional ceiling: A Maximum fee field stops any donor being asked for more than a number you choose, however large the gift.
  • 🔌 Set per payment gateway: Stripe can run on four bands while Windcave and Payfast stay on a single rate, because bands belong to a gateway and not to your whole site.
  • 🛡️ Nothing changes until you say so: Your current rates stay exactly as they are until you switch Use Tiered Rates on under Charitable » Settings » Advanced » Fee Relief.

Check out our announcement here.

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Donations Improvement

📊 Your Pro Dashboard Can Now Compare, Export, and Score!

Most fundraising dashboards only tell you how much you have raised. Charitable Pro 1.8.19 rebuilds the dashboard and the Reports Overview around the harder questions: whether anything is broken, whether this period beat the last one, and which single change would make the most difference today. Why this is important:

  • 📈 Every figure has a trend: Pick a period and the tiles and the chart move together, with each total shown against the previous period.
  • 🗓️ Charts that stay readable: Short ranges group donations day by day, while longer ranges group by week or month, so a full year reads as a curve instead of a flat line.
  • 🔀 Compare any 2 periods: Not just consecutive ones, so you can ask how this December did against last December. That matters because fundraising is seasonal.
  • 📤 Export the whole summary: Send the full overview out as CSV or PDF, ready for a board pack or a funder report.
  • 🎯 Score your setup for free: Have your fundraising setup scored, so the one change worth making next is the one you can see.

Check out our announcement here.

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Feature New

🎟️ Introducing Charitable Events: Sell Tickets Inside Your Campaigns!

Most nonprofits sell event tickets in one tool and collect donations in another, which leaves two sets of reports and a manual match at the end of the year. Charitable Events brings both together, selling tickets through the same donation forms and payment gateways you already run in Charitable. Why this is important:

  • 🎟️ Every ticket is a donation: Ticket sales run through the gateway you already use and count toward the campaign goal, with everything managed under Charitable » Events.
  • 📱 QR check-in from any phone: Each attendee gets their own QR code on the receipt, and volunteers scan at the door through a check-in link that needs no WordPress account.
  • 🧾 Receipts ready for tax time: Give each ticket type a fair market value, and Charitable puts the correct tax-deductible amount on every donor receipt.
  • 📋 Attendee details at checkout: Ask every guest for a meal choice, shirt size, or access needs, with a separate attendee record created for each ticket.
  • 🗓️ Blocks and calendars included: Three editor blocks plus Sugar Calendar and The Events Calendar support put your events where supporters already look.

Check out our announcement here.

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ai New

🚀 Unleash AI Power in Charitable!

Your AI assistant can now build, edit, and manage your Charitable fundraising campaigns directly — just by asking. With Charitable Pro adding write support for the WordPress Abilities API, tools like ChatGPT, Claude, and Cursor can handle full administrative actions safely through MCP. Why this is important:

  • 🤖 Campaign creation in plain language: Prompt your assistant with a goal like “Set up a fundraiser for the shelter with a $5,000 goal”, and it builds a real draft campaign complete with suggested donation tiers.
  • 🎨 Instant donation form tweaks: Add custom fields, change button colors, or reorder elements without diving into form settings.
  • 📝 Offline gift logging: Tell your assistant about cash or check gifts, and it will match donor emails and record transactions into your history.
  • 🛡️ Safety and control by default: Write access stays strictly off until turned on in Charitable » Tools » AI MCP, keeping read-only reporting safe by default.
  • 📜 Full audit logging: Every change made by an AI assistant is tracked under Charitable » Tools » Logs, so you always know who (or what) updated your site.

Check out our announcement here.

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