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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New templates

🤩 New Beacon Campaign Templates w/ “Hero” Block!

With the new Beacon Campaign Templates for Charitable Pro, you can launch a stunning, full-width fundraising page that instantly captures visitor attention above the fold.

Fundraising page header for Save Maple Grove Park with a donation widget and a small square photo of a sunlit tree thumbnail on the left.

🔦 Above-the-Fold Impact: Lead with a full-width hero image, your logo, and your goal with a donation widget locked right on top of the banner so your ask and momentum register instantly without scrolling.

📐 Two Flexible Layouts: Choose between a structured two-column layout for side-by-side storytelling and supporting details, or a clean one-column view designed for uninterrupted long-form narratives.

⚡ All-in-One Hero Field: Powered by the new Campaign Hero field, bringing background media, live progress bars, custom donation amounts, and recurring giving tabs together into a single cohesive block that can be dropped into any layout.

🎨 Automatic Theme Matching: The hero banner and donation widget automatically inherit your campaign theme’s button and accent colors, ensuring your entire presentation stays beautifully on-brand without touching a line of CSS.

Learn more here.

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donation form Feature New

📝 Donation Form Block: Embed a Working Donation Form Anywhere

With the new Donation Form Block for Charitable Pro, you can drop a fully working donation form directly onto any page or post in the WordPress block editor. No redirects, no page reloads, and zero friction between reading your story and making a contribution.

📝 Drop Forms Anywhere: Place a working form directly onto your homepage, inside a story-driven blog post, on a dedicated landing page, or within a campaign announcement.

🎯 Dynamic Campaign Binding: Easily choose a specific campaign from the block sidebar or set it to automatically bind to whichever campaign is currently being viewed.

📐 Full vs. Minimal Form Views: Switch between a full layout or a compact minimal view to perfectly fit sidebars, narrow columns, or wide landing pages.

🎨 Scoped No-Code Styling: Customize typography, container spacing, border radius, amount buttons, and accent colors independently for every form instance without touching a line of CSS.

Learn more here.

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ambassadors New

👤 Creator Profiles: Put a Face to Every Peer-to-Peer Campaign

Ambassadors 3.3.0 now provies Creator Profiles — giving your supporters a permanent, shareable public home that turns one-time fundraisers into ongoing relationships.

👤 Public Creator Pages: Give every fundraiser an instant, clean landing page at /creator/their-name/ to showcase their custom avatar, bio, and a browsable grid of their campaigns.

📊 Proof of Impact: Boost donor trust by displaying site-wide milestones on the profile—like total funds raised and total donor counts.

💳 Interactive Hover Cards: When donors hover over a creator’s name on a campaign page, a compact card expands with their bio and social handles right at the moment of decision.

📍 Responsible Location Sharing: Allow creators to safely show local supporters where they are based using only city, state, and country details.

🛠️ Self-Serve Customization: Fundraisers can update their own profiles and link up to six social networks directly from the My Campaigns hub, saving you admin time.

Ready to empower your advocates? Update to Ambassadors 3.3.0 and turn on “Enable Public Creator Page” today!

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Improvement Payments

📱 Turn Mobile Scrollers Into Donors: Meet Charitable’s Mollie Upgrade

Losing mobile supporters because they hate typing out long card numbers on their phones? Charitable’s updated Mollie integration features:

⚡ One-Tap Wallet Checkout: Enable donors to complete their gifts instantly using Apple Pay or Google Pay with a simple face scan, fingerprint, or tap.

💰 No Extra PCI Burden: Skip complex domain verification and security compliance since all wallet transactions run safely through Mollie’s hosted checkout.

🛠️ Custom Cancel Routing: Keep the experience predictable by automatically sending donors who back out to your cancellation page, or use developer filters to route them to a custom page.

Visit this page to learn more.

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ambassadors improved New

Moderation and Directory Screens In Ambassadors 3.0

Ambassadors 3.0 has new features: moderation and directory screens… now easily see those who are earning donations on your peer to peer network – including campaign creators that might need to be verified – all in one place. Generate reports, email ambassadors and campaign creators directly and more.

🚀 See when campaign creators and ambassadors have updated their campaigns, what donors/donation they have brought in and more.

🎉 Manually add ambassadors and campaign creators, and approve them in one-click!

Visit this page to learn more.

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