HelpYouSponsor and Salesflare
How to connect HelpYouSponsor
- Via Zapier — 26 operations available. Set it up ↗
What you can automate
- When new Form in HelpYouSponsor, find or create contact in Salesflare.
About HelpYouSponsor
HelpYouSponsor is a platform designed for nonprofits to manage their sponsorship programs, fundraising initiatives, and donor management effectively.
HelpYouSponsor operations on Zapier
Triggers (8)
Start a workflow when this happens
- Commitment Cancelled/Archived — Triggers when a commitment, including a recurring donation, is cancelled or archived. Optionally filter to one program.
- New Commitment — Triggers when a new commitment, including a recurring donation, is created. Optionally filter to one program.
- New Donations — Triggers when a qualified donation is created, with an optional offline/manual payment filter.
- New Donor — Triggers when a new donor is created.
- New Entity — Triggers when a new entity is created.
Show 3 more triggers
- New Form — Triggers when a new form is created.
- New Program — Triggers when a program is created.
- Updated Donation — Triggers when a donation is updated.
Actions (14)
Things Salesflare can make it do
- Add Offline Payment Using Sponsorship ID — Records a settled offline payment against the active recurring donation identified by Sponsorship ID. This action never charges a payment processor.
- Add Offline Payment to Recurring Donation — Records a settled cash, check, wire-transfer, or external-processor payment against an existing recurring donation. This action never charges a payment processor.
- Archive Recipient — Archives an existing recipient only after all active sponsorships and commitments are closed.
- Cancel Commitment — Cancels and archives an existing commitment, ending its linked sponsorship when present.
- Create Commitment — Creates an externally managed commitment for an existing donor and recipient. Gratona does not charge payments for this commitment.
Show 9 more actions
- Create a New Donor — Creates a new donor in your account
- Create a New Entity — Creates a new entity
- Create a Recipient Using Program Settings — Creates a recipient using the selected program's current settings
- Edit Donor — Edits information of a given donor
- Edit Entity — Edits the entity details
- Find Donor — Finds a donor by email address
- Get Entity by Unique Key — Get an entity by the unique fields created in the form
- Get Templates — Returns templates created by the user
- Move Recipient — Moves an existing recipient to a compatible program while keeping the same recipient ID, profile and photos.
Searches (4)
Look up existing records
- Find Donor Forms — Finds the donor forms for your account
- Find Donor by Email — Finds the donor by the email address
- Find Entity by Id — Finds the entity whose id you have passed
- Find Programs — Finds the list of programs in the organization
Similar apps
Salesflare The CRM your team will love to use.
Leadberry B2B lead generation platform
Salesforce Salesforce is a leading enterprise customer relationship manager (CRM) application.
Pipedrive Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals i…
Zapier Forms Zapier Forms is an automated way to collect data and integrate your form with workflows that can…
Follow Up Boss Simple lead management software for real estate agents and brokers. Follow Up Boss takes all you…
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free