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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 »

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 →

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For more tutorials and videos tailored to nonprofits, subscribe to our YouTube channel. We regularly publish expert tips, step-by-step guides on migrations like this GiveWP to Charitable switch, fundraising strategies, and practical resources to help your organization succeed.

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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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Improvement Migrations

↔️ Importing From GiveWP, Donorbox, GiveButter… even CSV!

Whether you’re migrating from another platform or consolidating your records, moving your data to Charitable is now faster and more flexible than ever. We’ve streamlined the process so you can bring over your entire fundraising history in just a few clicks.

🔄 Native GiveWP, Donorbox, & GiveButter Support: Switching from a major platform? Our dedicated migration tools handle the heavy lifting, automatically mapping your donors and donations directly into Charitable—no technical skills required.

📂 Universal CSV Import: Moving from a custom system or a specialized CRM? If you can export it to a CSV, you can import it here. Our smart mapping tool lets you align your columns to Charitable fields like names, emails, phone numbers, and addresses in seconds.

Instant Donor Profiles & Custom Tags: Automatically create rich donor profiles and bring in custom tags to keep your data organized. Segment and engage your supporters from day one with a clean, professional database structure.


Ready to make the switch?

Check out our GiveWP Migration Guide

Learn more about our Import Tools

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

💳 New Braintree Features For Your European Donors

With the release of Braintree addon version 1.3.0, you can now empower your European donors with the payment methods they trust and prefer, making giving seamless for international supporters.

🌍 Six New European Payment Methods: Support popular local options like iDEAL (Netherlands), Bancontact (Belgium), BLIK (Poland), and more to meet donors where they are.

⚡ Frictionless Donor Experience: These bank-based methods allow donors to authenticate directly with their own bank in a secure popup… no credit card numbers required.

⚙️ Automatic Currency Sync: No complex setup needed. The builder automatically displays the correct payment buttons based on your site’s currency (EUR or PLN), ensuring a relevant experience for every visitor.

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.
Campaigns New

🖼️ Campaign Featured Images: Pro-Level Visuals Made Simple

With the new Campaign Featured Image setting in our visual builder, you now have a single, dedicated place to manage how your fundraisers look across your entire site and beyond.

🖼️ One Image, Everywhere: Set a primary thumbnail that automatically syncs to campaign grids, lists, and shortcodes—no more relying on layout order.

📱 Social Sharing Optimized: Easily upload images at the perfect size to ensure your campaigns look stunning and professional when shared on social media.

🔍 SEO & Accessibility Ready: Add custom alt text directly within the builder to improve search rankings and ensure your mission is accessible to every supporter.

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 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.

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.
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.

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.