CONNECT CHARITABLE WITH ZAPIER

Automate Your Entire Fundraising Workflow Without Code

Connect Charitable to 8,000+ apps through Zapier and automate everything from donor follow-ups to spreadsheet updates. Build powerful workflows in minutes without hiring a developer.

Zapier integration

Pro

February 26, 2026

Marketing

Charitable and Zapier: Unlimited Automation for Your Fundraising

The Charitable + Zapier integration connects your donation platform to over 8,000 apps and services. Every time someone donates, Zapier can trigger actions across your entire tech stack automatically.

Build custom workflows that match exactly how your nonprofit operates. Connect Charitable to your email marketing, CRM, spreadsheets, project management tools, and more – all without writing a single line of code.

Use Cases

integration
CRM Data Sync
Email Marketing Automation

Post automatic messages in Slack when new donations arrive or peer-to-peer fundraisers launch.

Raise funds faster and with less stress

Join over 10,000+ non-profits that are raising funds faster.

Why You’ll Love Charitable + Zapier

Unlimited Automation Possibilities

Connect to 8,000+ Apps Without Coding

The Charitable + Zapier integration opens your donation platform to thousands of possibilities. Connect to apps you already use – email marketing, CRMs, spreadsheets, project management, accounting software, social media, and more.

Build workflows that match your nonprofit’s unique needs.

Connect to 8,000+ applications

Works with Charitable extensions

Visual workflow builder included

Zapier apps
Zapier and Charitable

Real-Time Data Transfer

Information Flows Instantly After Each Event

Zapier monitors your Charitable account continuously and springs into action the moment something happens.

It tracks when a donation record or fundraising campaign is created, updated, deleted, and restored.

Donation data moves to your connected apps within seconds. Your team sees new donations in real-time across every platform you use. 

Continuous monitoring 24/7

No batch delays or waiting

Always up-to-date information

Multi-Step Automation Workflows

Trigger Multiple Actions from One Event

When someone donates through Charitable, Zapier can automatically perform multiple actions across different platforms.

Build workflows with as many steps as you need. Add filters and conditions to create smart automations that respond differently based on donation amount, campaign type, or donor information.

Multiple actions from one trigger

Conditional logic available

Filter by amount or campaign

Email integration

Ready to Automate Your Fundraising?

Get started with Charitable Pro today and build smart workflows with Zapier. We’re so confident you’ll love it that we back every purchase with our 14-day money-back guarantee – giving you the freedom to explore risk-free.

Tutorial

Charitable Zapier integration

Follow these steps to connect your Charitable donation platform to Zapier’s automation network. The setup takes about 10 minutes and requires no technical expertise or coding knowledge.

Charitable and Zapier Integration –
Frequently Asked Questions

Do you have a question about connecting Zapier with Charitable? See the list below for our most frequently asked questions. If your question is not listed here, please contact us.

Explore More Features

Peer to Peer Donations

Peer-to-Peer Fundraising

Empower supporters to fundraise on your behalf.

Expand your reach through supporter networks 

Keep 100% of donations with zero platform fees

Track campaign progress with detailed reports

Donor Management

Donation Forms

Launch powerful donation campaigns in minutes.

Ready to use templates

Drag and drop visual builder

Dynamic elements to inspire giving

Recurring Donations

Convert one-time donors into loyal, long-term supporters.

Enable automated recurring payments with ease

Provide donor accounts for seamless contribution management

Offer flexible donation frequencies to suit individual preferences

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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What's New In Charitable

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Improvement receipts

🗓️ Annual Receipts 2.0: Send Year-End Receipts to Every Donor in Minutes

You can now send annual receipts in minutes with a few clicks to all your donors.

📧 One-Click Bulk Send Wizard that guides you to sending to hundreds of donors simultaneously directly from your WordPress dashboard.

🔍 Smart “Dry Run” Mode: See exactly who will receive a receipt and who will be skipped (and why) before a single email leaves your server.

🛡️ SMTP-Aware & Limit Protection: Charitable now detects your email setup and automatically adjusts batch sizes and pauses for daily limits to ensure your emails land in inboxes.

✅ Complete Audit Trail: Dedicated system log and on the individual donor’s profile, giving you a clear history for every fiscal year.

Stop dreading tax season and start spending that time on your mission. Update to Annual Receipts 2.0 and automate your year-end reporting today.

Addon Donations Improvement

🎈Recurring Donations 2.0: Smarter Automation, Better Recovery, and More Control

We’ve completely rebuilt our Recurring Donations system to help you grow your reliable income stream while giving you (and your donors) more powerful tools than ever before.

What’s New:

🔒 Recurring-Only Campaigns: You can toggle “Recurring Only” mode in the campaign builder to hide the one-time option entirely, ensuring your supporters stay focused on long-term commitment.

📧 Automatic Payment Recovery: Our new Payment Failed Email fires automatically the moment a subscription fails.

🛠️ Self-Service Donor Control:The new Cancel Subscription Button appears directly in the donor dashboard, allowing supporters to pause or end their recurring gifts on their own terms—reducing your admin burden and payment disputes.

📊 Real-Time Revenue Insights: Track your growth, monitor active subscriptions, and see exactly how much predictable support is coming in each month at a glance.

Our new Recurring Donations addon gives you the professional-grade tools you need to grow your mission.

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.

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.

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.