Charitable and Salesflare

How to connect Charitable

When new Recurring Subscription in Charitable, create opportunity, then find or create contact in Salesflare.

Charitable is a donation and fundraising plugin for WordPress. Triggers for new donations, recurring giving, donor signups, and campaign milestones.

Start a workflow when this happens

Campaign Ended — Triggers when a campaign reaches its end date.
Campaign Goal Reached — Triggers when a campaign hits its fundraising goal for the first time.
Donation Completed — Triggers when a donation is marked complete by its payment gateway.
Donation Refunded — Triggers when a donation transitions to the Refunded status, in full or in part.
First-Time Donor — Triggers when a donor makes their first-ever donation.

Show 5 more triggers

New Donation — Triggers when a new donation is received on your site.
New Recurring Subscription — Triggers when a donor sets up a new recurring donation plan.
Recurring Donation Renewed — Triggers when a recurring donation charges successfully.
Recurring Payment Failed — Triggers when a scheduled recurring charge fails. Use for dunning workflows and failed-payment alerts.
Recurring Subscription Cancelled — Triggers when a recurring donation plan is cancelled (by donor or admin).

Things Salesflare can make it do

Create Donor — Adds a new donor to Charitable. If a donor with this email already exists, returns the existing record.
Update Donor — Updates an existing Charitable donor by donor ID. Only the fields you provide are changed.

Look up existing records

Find Campaign — Looks up a Charitable campaign by slug or ID. Returns no result if not found.
Find Donor by Email — Looks up a Charitable donor by email address. Returns no result if not found, so Zaps can pair this with Create Donor.

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