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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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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.

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.
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.

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.
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.

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.
Improvement Payments

💰 Accept Recurring Donations with Windcave and Charitable

A donor sets their gift up once on Windcave’s secure payment page, and Charitable bills every renewal after that on schedule. Why this is important:

🏦 Organizations banked in New Zealand or Australia: monthly giving on the gateway your bank already set you up with, with no second processor to onboard.
⛪ Churches taking regular tithes and offerings: congregants set their own schedule once, which is the simplest way to launch recurring church giving without a separate platform.
🌏 Groups with donors in several currencies: Windcave handles more than 20, so a supporter can give in the currency they actually hold.
📅 Operating funds rather than one-time campaigns: switch on Recurring Only mode and the one-off option disappears, so every gift to that campaign is a subscription.
🧾 Teams with no developer on staff: 3 sets of credentials pasted into a settings page, and no code anywhere.

Check out our announcement here.

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.
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.

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.