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Review the Zapier integration's Zap triggers and templates

Learn about the Zapier triggers and templates that help propel our Zapier integration.

Before you get started

Video Overview

Walkthrough

Before you get started

Video Overview

Walkthrough

Before you get started

Video Overview

Walkthrough

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Before You Get Started

Before you can begin using Zapier with Give Lively, you must set up a Zapier account.

Video Overview

Video Transcript

Walkthrough

As described in the introduction to our Zapier integration, Zapier allows for the creation of automated connections, called Zaps. Zaps consist of a trigger and one or more actions; the trigger automatically initiates the action(s) through Zapier. Zaps can be set up in minutes with no coding.

Keep in mind that, in edition to the existing Zap templates listed below, you can always custom-build your own Zaps – on your own or using Zapier’s AI-powered Zap builder – using the triggers identified below to prompt an action involving any of the 6,000+ web services connected to Zapier.

Zap triggers

At present, Give Lively’s Zapier integration includes three triggers:

  • new donations
  • updated donations
  • updated donation status

Every time this Give Lively data changes, it can be used to trigger an action involving any of the 6,000+ web services connected to Zapier. These actions can be configured to utilize your Give Lively donation data (see a list of Give Lively data fields). 

Zap templates

Zap templates are basically pre-set Zaps. Both the trigger and the action(s) are already identified, but the user’s specific account information is needed. Templates are the fastest way to set up Zaps.

Give Lively has set up the following approved templates:

Donation alerts

Donation data spreadsheets

  • Give Lively + Google Sheets:
    + add a new row to a specified Google Sheets spreadsheet for data about new donations made via Give Lively
    + add multiple new rows to a specified Google Sheets spreadsheet for data about new donations made via Give Lively
    + create a new spreadsheet for data from new donations made via Give Lively
  • Give Lively + Zapier Tables – create a new contact in Zapier Tables when a new donation is made via Give Lively

Donation data management

Work management & marketing

Keep an eye on the latest Give Lively templates approved by Zapier

Downloads

Get Inspired

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