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Automate Your Fundraising Efforts with Uncanny Automator

Automate Your Fundraising Efforts with Uncanny Automator

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We’ve seen non-profits handling mundane tasks manually when they could be automated.

Every donation means manually updating your CRM. Every new donor requires copying their info to your email list. Every campaign milestone triggers a checklist of tasks you have to remember to do. It’s exhausting, time-consuming, and honestly? It pulls you away from what matters most -connecting with donors and growing your impact.

We want to make fundraising as easy as it can be!

That’s why we built the Uncanny Automator Integration for Charitable Pro (1.8.12)

Now, your fundraising platform actually works with the rest of your tools. Automatically. Without you lifting a finger.

When someone donates? Automator can instantly add them to your email sequence, update your spreadsheet, notify your team on Slack, and trigger a personalized thank you – all without you touching a thing.

No more manual work. No more missed follow-ups. No more switching between a dozen tabs.

Just smooth, automated workflows that let you focus on fundraising, not busy work.

What Uncanny Automator Integration Can Do

The Uncanny Automator Integration connects Charitable with 210+ apps and plugins, letting you:

  • Automate donor management: Automatically add donors to your CRM, email lists, or membership sites the moment they give
  • Trigger personalized follow-ups: Send custom thank you messages, certificates, or updates based on donation amount or campaign
  • Sync data everywhere: Keep your tools in sync without manual exports, imports, or copy-pasting
  • Create complex workflows: Build multi-step automations that would normally take hours of manual work

The magic happens through Automator’s simple recipe builder. You create automations in minutes by choosing a trigger (like when a donation is made) and connecting it to actions (like adding that donor to your email list). It’s point-and-click simple, but powerful enough to handle complex workflows.

What really sets Automator apart is its massive library of integrations. With over 210 connections available, you can link Charitable to Google Sheets, Slack, Mailchimp, Facebook, Twitter, WhatsApp, and virtually every popular WordPress plugin you’re already using.

Uncanny Automator apps

The best part? Major platforms use 1-click connections, so you don’t need to mess with API keys or technical setup.

You also get smart conditions that let you run actions only when specific criteria are met. Want to send a special email only to donors who give over $100? Or add VIP donors to a specific list? Conditions make it possible.

Plus, with over 9,000 dynamic tokens available, you can personalize everything by pulling data directly from donors, campaigns, and form submissions.

Getting Started (It Takes 5 Minutes)

First, make sure you’ve updated to Charitable Pro version 1.8.12. You can grab the latest version of the plugin in the Download tab inside your Charitable account.

Then download and install Uncanny Automator on your site. The free version works perfectly for most nonprofits.

Now here’s where it gets really easy. Create a new campaign in Charitable or open an existing one.

Navigate to the Marketing tab and open Uncanny Automator. You’ll see a green button that says “Activate Uncanny Automator.”

Connect Uncanny Automator

Click that button and watch the magic happen. The integration activates automatically with no manual configuration needed on your part.

Once it’s done, you’ll see a green “View Settings” button that takes you straight to where you can start building your first automation.

Uncanny Automator view settings

Creating your first recipe in Uncanny Automator is simple. Choose a trigger like “A user makes a donation.”

Then add an action like “Add user to Mailchimp list.” If you want, set conditions to make it more specific. Save your recipe, and it runs on autopilot from that moment forward. Learn how to create recipes here »

Diagram of a central rounded hub connected by lines to eight circular service icons around it, illustrating an integration network.

That’s it. Your fundraising workflows are now automated, and you can get back to what matters most – raising money and making an impact.

Why You’ll Love This Integration

This isn’t just about saving time (though you’ll save hours every week). It’s about creating a donor experience that feels personal and professional – without the manual effort.

Get Time Back: Automate the repetitive tasks that eat up your day – data entry, email follow-ups, donor tracking – all handled automatically

Never Miss a Follow-Up: Set it once and every donor gets the right message at the right time, every single time

Connect Your Stack: Already using tools like Mailchimp, Google Sheets, Slack, WordPress users, WooCommerce, or hundreds of others? Now they all talk to Charitable seamlessly

No Code Required: Build powerful automations with a simple point-and-click interface. If you can use WordPress, you can use this.

Ready to Enhance Your Campaigns?

Upgrade to Charitable Pro 1.8.12 and start automating your fundraisers today. Get version 1.8.12 here »

Not yet on Charitable Pro?

Sign up today and get up to 50% off on your plan. We’re confident you’ll love raising funds with Charitable. If, for any reason, Charitable is not the right fit for you, we’ll refund your purchase with our 14-day money-back guarantee.

Uncanny Automator is the latest addition to our Integrations. Charitable also works beautifully with other apps:

Check out all Integrations here »

Don’t see the integration you want? Let us know what you need →

Charitable + Uncanny Automator –
Frequently Asked Questions

Everything you need to know about using Charitable with Uncanny Automator. See the list below for our most frequently asked questions. If your question is not listed here, please contact us.

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author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.

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💳 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.

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🤝 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!

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
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author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
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author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
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author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
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author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.