SlideShare a Scribd company logo
1 of 34
Download to read offline
How to set up no-code integrations with
CauseVox and Zapier
2 © 2020 Sidekick Solutions LLC
Jessie Gilchrist
Manager, CRM Services
info@sidekicksolutionsllc.com
www.SidekickSolutionsLLC.com
Agenda
3
1. Common automation opportunities for nonprofits
2. Approach to full-system automation
3. CauseVox automation examples
4. Continuous improvement
Why integrations matter
4
• CRM
• Email marketing
• Email coordination
• Online giving
• Major gift pipeline
• Volunteers
• Accounting
• Email and calendars
• Tasks and to-dos
• Peer to peer
• Reporting and analytics
• … plus others
Opportunities for automation
5
• Eliminate double data entry
• Strengthen reporting and improve data quality
• Expand capability without more human capital/resource
Approach to system automation
6
Types of integrations
7
Zapier
8
Zapier
9
Why pursue Zapier integrations
10
• No native integration exists
• Native integration does not align with organization’s use
case
• High level of customization required
• Desired functionality is not provided in native integration
• Multi-app automations
Zap
11
• An automated workflow that connects one or more apps
• Start with a trigger and complete one or more actions
Trigger
12
• An event that starts a Zap
• Triggers are based on data entry events in CauseVox
New Donation
New Installment
New Installment Profile
New Recurring Profile
New Ticket
New Ticket Order
New / Updated Personal Page
New / Updated Team Profile
Action
13
• An event performed by a Zap after the Zap is triggered
• Actions will be completed in other apps (not CauseVox)
Create donation in CRM
Add/Update subscriber in email marketing
Create sales receipt/invoice in accounting
Send email or Slack notification to staff
Search
14
• Finds an existing record and in some cases may allow for
a creation of a new record if none are found
• Searches will be completed in other apps (not CauseVox)
Find Constituent in CRM
Find Subscriber in email marketing
CauseVox Automations
15
Email Marketing
16
• Basic list sync to primary audience
• Add subscribers to groups, tags, or update merge fields
• Trigger automated drip campaigns
Accounting
17
• Find (or create) customer
• Create a draft (undeposited) sales receipt/invoice
• Dynamic coding
• Real-time sync
CRM
18
• Find or create constituents
• Sync donations, installments, and ticket orders to create
transactions
• Sync tickets to create interactions/activities
Zapier Demo
19
CauseVox > Bloomerang
20
• Find (or create) constituents
• Dynamic coding of Fund, Campaign, and Appeal
Filter
21
Find or Create Constituent
22
• Two field check
Name
Address
Phone
Email
• Create if none found
Lookup Spreadsheet Row
23
Convert Date
24
Create Donation
25
• Standard fields
Date
Amount
Fund, Campaign, Appeal
• Custom fields
Filter
26
Update Constituent
27
• Address, phone, email
• Promoted as primary
• Existing demoted
Getting Started
28
Sign up for a Zapier account
29
https://zapier.com/sign-up
Tip: Zapier begins with a 14-day free trial of the Professional tier functionality. Following the free trial, your plan is
converted to a Free plan until you choose to upgrade, if at all.
Connect CauseVox to Zapier
30
• Go to My Apps
• Click Add Connection
• Search for and select CauseVox
• Grant access using your API key
Explore Zapier
31
• Search available apps
https://zapier.com/apps
• Look at CauseVox Zap templates
https://zapier.com/apps/causevox/integrations
• Review Zap resources
https://zapier.com/help
• Begin building!
Automation lifecycle
32
Would you like a follow-up about
consulting services?
33
34
Zapier integration experts working exclusively with
nonprofits and public sector agencies.
www.SidekickSolutionsLLC.com
info@sidekicksolutionsllc.com

More Related Content

Similar to CauseVox and Zapier Automations

Tools and Techniques for Sourcing New Leads
Tools and Techniques for Sourcing New LeadsTools and Techniques for Sourcing New Leads
Tools and Techniques for Sourcing New LeadsAct-On Software
 
4 Ways AI Can Help Your Small Business
4 Ways AI Can Help Your Small Business4 Ways AI Can Help Your Small Business
4 Ways AI Can Help Your Small BusinessKeita Broadwater
 
Pivotal Development: Enhancing Social CRM
Pivotal Development: Enhancing Social CRMPivotal Development: Enhancing Social CRM
Pivotal Development: Enhancing Social CRMAptean
 
Ask questions and share advice on Twitter!
Ask questions and share advice on Twitter!Ask questions and share advice on Twitter!
Ask questions and share advice on Twitter!Act-On Software
 
Data Health is Wealth: A Deep Dive on Capturing Clean Data For Better Results
Data Health is Wealth: A Deep Dive on Capturing Clean Data For Better ResultsData Health is Wealth: A Deep Dive on Capturing Clean Data For Better Results
Data Health is Wealth: A Deep Dive on Capturing Clean Data For Better ResultsMarketo
 
Ideal Customer Profile Guide
Ideal Customer Profile GuideIdeal Customer Profile Guide
Ideal Customer Profile GuideJoseph Barbato
 
Webinar: How to Decipher Big Data to Enhance Your Client’s Social Media Perfo...
Webinar: How to Decipher Big Data to Enhance Your Client’s Social Media Perfo...Webinar: How to Decipher Big Data to Enhance Your Client’s Social Media Perfo...
Webinar: How to Decipher Big Data to Enhance Your Client’s Social Media Perfo...Sendible
 
Why You Need to Fix Your B2B Website
Why You Need to Fix Your B2B WebsiteWhy You Need to Fix Your B2B Website
Why You Need to Fix Your B2B WebsiteDigital Reach
 
Client on-boarding
Client on-boardingClient on-boarding
Client on-boardingDoxim Inc.
 
Using Technology in Your Law Practice - MO SASF
Using Technology in Your Law Practice - MO SASFUsing Technology in Your Law Practice - MO SASF
Using Technology in Your Law Practice - MO SASFDowney Law Group LLC
 
Proof of concept case study
Proof of concept case studyProof of concept case study
Proof of concept case studyNitesh Patil
 
Actionable Steps to Boost Your Affiliate Program in 2015
Actionable Steps to Boost Your Affiliate Program in 2015Actionable Steps to Boost Your Affiliate Program in 2015
Actionable Steps to Boost Your Affiliate Program in 2015Affiliate Summit
 
Online Fundraising Flexibility + Strategic Email Marketing = Powerful Results
Online Fundraising Flexibility + Strategic Email Marketing = Powerful ResultsOnline Fundraising Flexibility + Strategic Email Marketing = Powerful Results
Online Fundraising Flexibility + Strategic Email Marketing = Powerful ResultsKimbia, Inc
 
AddressTwo simple crm + email marketing
AddressTwo simple crm + email marketingAddressTwo simple crm + email marketing
AddressTwo simple crm + email marketingTroy Hanna
 
AddressTwo simple crm + email marketing
AddressTwo simple crm + email marketingAddressTwo simple crm + email marketing
AddressTwo simple crm + email marketingTroy Hanna
 
Sales and Marketing Alignment: Bridging the Great Divide through ABM
Sales and Marketing Alignment: Bridging the Great Divide through ABMSales and Marketing Alignment: Bridging the Great Divide through ABM
Sales and Marketing Alignment: Bridging the Great Divide through ABMDemandbase
 
Customer Insights in An Hour - Summit EMEA 2020
Customer Insights in An Hour - Summit EMEA 2020Customer Insights in An Hour - Summit EMEA 2020
Customer Insights in An Hour - Summit EMEA 2020Nico Fernandez
 
Microsoft Flow and Dynamics 365 - Jukka Niiranen at CRM Saturday Oslo, 2017-0...
Microsoft Flow and Dynamics 365 - Jukka Niiranen at CRM Saturday Oslo, 2017-0...Microsoft Flow and Dynamics 365 - Jukka Niiranen at CRM Saturday Oslo, 2017-0...
Microsoft Flow and Dynamics 365 - Jukka Niiranen at CRM Saturday Oslo, 2017-0...Jukka Niiranen
 

Similar to CauseVox and Zapier Automations (20)

Tools and Techniques for Sourcing New Leads
Tools and Techniques for Sourcing New LeadsTools and Techniques for Sourcing New Leads
Tools and Techniques for Sourcing New Leads
 
4 Ways AI Can Help Your Small Business
4 Ways AI Can Help Your Small Business4 Ways AI Can Help Your Small Business
4 Ways AI Can Help Your Small Business
 
Reporting ROI to the C-Suite
Reporting ROI to the C-SuiteReporting ROI to the C-Suite
Reporting ROI to the C-Suite
 
Pivotal Development: Enhancing Social CRM
Pivotal Development: Enhancing Social CRMPivotal Development: Enhancing Social CRM
Pivotal Development: Enhancing Social CRM
 
Ask questions and share advice on Twitter!
Ask questions and share advice on Twitter!Ask questions and share advice on Twitter!
Ask questions and share advice on Twitter!
 
Data Health is Wealth: A Deep Dive on Capturing Clean Data For Better Results
Data Health is Wealth: A Deep Dive on Capturing Clean Data For Better ResultsData Health is Wealth: A Deep Dive on Capturing Clean Data For Better Results
Data Health is Wealth: A Deep Dive on Capturing Clean Data For Better Results
 
Ideal Customer Profile Guide
Ideal Customer Profile GuideIdeal Customer Profile Guide
Ideal Customer Profile Guide
 
Webinar: How to Decipher Big Data to Enhance Your Client’s Social Media Perfo...
Webinar: How to Decipher Big Data to Enhance Your Client’s Social Media Perfo...Webinar: How to Decipher Big Data to Enhance Your Client’s Social Media Perfo...
Webinar: How to Decipher Big Data to Enhance Your Client’s Social Media Perfo...
 
Why You Need to Fix Your B2B Website
Why You Need to Fix Your B2B WebsiteWhy You Need to Fix Your B2B Website
Why You Need to Fix Your B2B Website
 
Client on-boarding
Client on-boardingClient on-boarding
Client on-boarding
 
Using Technology in Your Law Practice - MO SASF
Using Technology in Your Law Practice - MO SASFUsing Technology in Your Law Practice - MO SASF
Using Technology in Your Law Practice - MO SASF
 
Proof of concept case study
Proof of concept case studyProof of concept case study
Proof of concept case study
 
Actionable Steps to Boost Your Affiliate Program in 2015
Actionable Steps to Boost Your Affiliate Program in 2015Actionable Steps to Boost Your Affiliate Program in 2015
Actionable Steps to Boost Your Affiliate Program in 2015
 
Online Fundraising Flexibility + Strategic Email Marketing = Powerful Results
Online Fundraising Flexibility + Strategic Email Marketing = Powerful ResultsOnline Fundraising Flexibility + Strategic Email Marketing = Powerful Results
Online Fundraising Flexibility + Strategic Email Marketing = Powerful Results
 
AddressTwo simple crm + email marketing
AddressTwo simple crm + email marketingAddressTwo simple crm + email marketing
AddressTwo simple crm + email marketing
 
AddressTwo simple crm + email marketing
AddressTwo simple crm + email marketingAddressTwo simple crm + email marketing
AddressTwo simple crm + email marketing
 
Sales and Marketing Alignment: Bridging the Great Divide through ABM
Sales and Marketing Alignment: Bridging the Great Divide through ABMSales and Marketing Alignment: Bridging the Great Divide through ABM
Sales and Marketing Alignment: Bridging the Great Divide through ABM
 
Customer Insights in An Hour - Summit EMEA 2020
Customer Insights in An Hour - Summit EMEA 2020Customer Insights in An Hour - Summit EMEA 2020
Customer Insights in An Hour - Summit EMEA 2020
 
Why Your Law Firm Needs Clio
Why Your Law Firm Needs ClioWhy Your Law Firm Needs Clio
Why Your Law Firm Needs Clio
 
Microsoft Flow and Dynamics 365 - Jukka Niiranen at CRM Saturday Oslo, 2017-0...
Microsoft Flow and Dynamics 365 - Jukka Niiranen at CRM Saturday Oslo, 2017-0...Microsoft Flow and Dynamics 365 - Jukka Niiranen at CRM Saturday Oslo, 2017-0...
Microsoft Flow and Dynamics 365 - Jukka Niiranen at CRM Saturday Oslo, 2017-0...
 

More from Jeffrey Haguewood

Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...
Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...
Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...Jeffrey Haguewood
 
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...Jeffrey Haguewood
 
Automation for Bonterra Impact Management (fka Apricot)
Automation for Bonterra Impact Management (fka Apricot)Automation for Bonterra Impact Management (fka Apricot)
Automation for Bonterra Impact Management (fka Apricot)Jeffrey Haguewood
 
Re-Implementation for Social Solutions Apricot 360 and Apricot Core
Re-Implementation for Social Solutions Apricot 360 and Apricot CoreRe-Implementation for Social Solutions Apricot 360 and Apricot Core
Re-Implementation for Social Solutions Apricot 360 and Apricot CoreJeffrey Haguewood
 
Assessments, scales, and scoring: How to track progress in Apricot
Assessments, scales, and scoring: How to track progress in ApricotAssessments, scales, and scoring: How to track progress in Apricot
Assessments, scales, and scoring: How to track progress in ApricotJeffrey Haguewood
 
How to Enable Remote Work with Apricot 360 or Apricot Core
How to Enable Remote Work with Apricot 360 or Apricot CoreHow to Enable Remote Work with Apricot 360 or Apricot Core
How to Enable Remote Work with Apricot 360 or Apricot CoreJeffrey Haguewood
 
Social Solutions Apricot 360: Client Case Management Software
Social Solutions Apricot 360: Client Case Management SoftwareSocial Solutions Apricot 360: Client Case Management Software
Social Solutions Apricot 360: Client Case Management SoftwareJeffrey Haguewood
 
Case Study: eTapestry MailChimp Integration with Zapier
Case Study: eTapestry MailChimp Integration with ZapierCase Study: eTapestry MailChimp Integration with Zapier
Case Study: eTapestry MailChimp Integration with ZapierJeffrey Haguewood
 
Case Study: eTapestry QuickBooks Online Integration with Zapier
Case Study: eTapestry QuickBooks Online Integration with ZapierCase Study: eTapestry QuickBooks Online Integration with Zapier
Case Study: eTapestry QuickBooks Online Integration with ZapierJeffrey Haguewood
 
Case Study: eTapestry Eventbrite Integration with Zapier
Case Study: eTapestry Eventbrite Integration with ZapierCase Study: eTapestry Eventbrite Integration with Zapier
Case Study: eTapestry Eventbrite Integration with ZapierJeffrey Haguewood
 
Case Study: Plummer Youth Promise, How to Measure Outcomes in Apricot Software
Case Study: Plummer Youth Promise, How to Measure Outcomes in Apricot SoftwareCase Study: Plummer Youth Promise, How to Measure Outcomes in Apricot Software
Case Study: Plummer Youth Promise, How to Measure Outcomes in Apricot SoftwareJeffrey Haguewood
 
Case Study: Plummer Youth Promise, Program Outcome Models in Apricot Software
Case Study: Plummer Youth Promise, Program Outcome Models in Apricot SoftwareCase Study: Plummer Youth Promise, Program Outcome Models in Apricot Software
Case Study: Plummer Youth Promise, Program Outcome Models in Apricot SoftwareJeffrey Haguewood
 
Case Study: Sonoma County HSD, Building Capacity in Apricot Software
Case Study: Sonoma County HSD, Building Capacity in Apricot SoftwareCase Study: Sonoma County HSD, Building Capacity in Apricot Software
Case Study: Sonoma County HSD, Building Capacity in Apricot SoftwareJeffrey Haguewood
 
How to Configure Your Apricot Database: 10 Ideas
How to Configure Your Apricot Database: 10 IdeasHow to Configure Your Apricot Database: 10 Ideas
How to Configure Your Apricot Database: 10 IdeasJeffrey Haguewood
 
How to Use Apricot Software to Improve Data Quality
How to Use Apricot Software to Improve Data QualityHow to Use Apricot Software to Improve Data Quality
How to Use Apricot Software to Improve Data QualityJeffrey Haguewood
 

More from Jeffrey Haguewood (15)

Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...
Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...
Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...
 
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...
 
Automation for Bonterra Impact Management (fka Apricot)
Automation for Bonterra Impact Management (fka Apricot)Automation for Bonterra Impact Management (fka Apricot)
Automation for Bonterra Impact Management (fka Apricot)
 
Re-Implementation for Social Solutions Apricot 360 and Apricot Core
Re-Implementation for Social Solutions Apricot 360 and Apricot CoreRe-Implementation for Social Solutions Apricot 360 and Apricot Core
Re-Implementation for Social Solutions Apricot 360 and Apricot Core
 
Assessments, scales, and scoring: How to track progress in Apricot
Assessments, scales, and scoring: How to track progress in ApricotAssessments, scales, and scoring: How to track progress in Apricot
Assessments, scales, and scoring: How to track progress in Apricot
 
How to Enable Remote Work with Apricot 360 or Apricot Core
How to Enable Remote Work with Apricot 360 or Apricot CoreHow to Enable Remote Work with Apricot 360 or Apricot Core
How to Enable Remote Work with Apricot 360 or Apricot Core
 
Social Solutions Apricot 360: Client Case Management Software
Social Solutions Apricot 360: Client Case Management SoftwareSocial Solutions Apricot 360: Client Case Management Software
Social Solutions Apricot 360: Client Case Management Software
 
Case Study: eTapestry MailChimp Integration with Zapier
Case Study: eTapestry MailChimp Integration with ZapierCase Study: eTapestry MailChimp Integration with Zapier
Case Study: eTapestry MailChimp Integration with Zapier
 
Case Study: eTapestry QuickBooks Online Integration with Zapier
Case Study: eTapestry QuickBooks Online Integration with ZapierCase Study: eTapestry QuickBooks Online Integration with Zapier
Case Study: eTapestry QuickBooks Online Integration with Zapier
 
Case Study: eTapestry Eventbrite Integration with Zapier
Case Study: eTapestry Eventbrite Integration with ZapierCase Study: eTapestry Eventbrite Integration with Zapier
Case Study: eTapestry Eventbrite Integration with Zapier
 
Case Study: Plummer Youth Promise, How to Measure Outcomes in Apricot Software
Case Study: Plummer Youth Promise, How to Measure Outcomes in Apricot SoftwareCase Study: Plummer Youth Promise, How to Measure Outcomes in Apricot Software
Case Study: Plummer Youth Promise, How to Measure Outcomes in Apricot Software
 
Case Study: Plummer Youth Promise, Program Outcome Models in Apricot Software
Case Study: Plummer Youth Promise, Program Outcome Models in Apricot SoftwareCase Study: Plummer Youth Promise, Program Outcome Models in Apricot Software
Case Study: Plummer Youth Promise, Program Outcome Models in Apricot Software
 
Case Study: Sonoma County HSD, Building Capacity in Apricot Software
Case Study: Sonoma County HSD, Building Capacity in Apricot SoftwareCase Study: Sonoma County HSD, Building Capacity in Apricot Software
Case Study: Sonoma County HSD, Building Capacity in Apricot Software
 
How to Configure Your Apricot Database: 10 Ideas
How to Configure Your Apricot Database: 10 IdeasHow to Configure Your Apricot Database: 10 Ideas
How to Configure Your Apricot Database: 10 Ideas
 
How to Use Apricot Software to Improve Data Quality
How to Use Apricot Software to Improve Data QualityHow to Use Apricot Software to Improve Data Quality
How to Use Apricot Software to Improve Data Quality
 

Recently uploaded

What need to be mastered as AI-Powered Java Developers
What need to be mastered as AI-Powered Java DevelopersWhat need to be mastered as AI-Powered Java Developers
What need to be mastered as AI-Powered Java DevelopersEmilyJiang23
 
StrimziCon 2024 - Transition to Apache Kafka on Kubernetes with Strimzi.pdf
StrimziCon 2024 - Transition to Apache Kafka on Kubernetes with Strimzi.pdfStrimziCon 2024 - Transition to Apache Kafka on Kubernetes with Strimzi.pdf
StrimziCon 2024 - Transition to Apache Kafka on Kubernetes with Strimzi.pdfsteffenkarlsson2
 
OpenChain @ LF Japan Executive Briefing - May 2024
OpenChain @ LF Japan Executive Briefing - May 2024OpenChain @ LF Japan Executive Briefing - May 2024
OpenChain @ LF Japan Executive Briefing - May 2024Shane Coughlan
 
SQL Injection Introduction and Prevention
SQL Injection Introduction and PreventionSQL Injection Introduction and Prevention
SQL Injection Introduction and PreventionMohammed Fazuluddin
 
Modern binary build systems - PyCon 2024
Modern binary build systems - PyCon 2024Modern binary build systems - PyCon 2024
Modern binary build systems - PyCon 2024Henry Schreiner
 
The mythical technical debt. (Brooke, please, forgive me)
The mythical technical debt. (Brooke, please, forgive me)The mythical technical debt. (Brooke, please, forgive me)
The mythical technical debt. (Brooke, please, forgive me)Roberto Bettazzoni
 
Jax, FL Admin Community Group 05.14.2024 Combined Deck
Jax, FL Admin Community Group 05.14.2024 Combined DeckJax, FL Admin Community Group 05.14.2024 Combined Deck
Jax, FL Admin Community Group 05.14.2024 Combined DeckMarc Lester
 
Reinforcement Learning – a Rewards Based Approach to Machine Learning - Marko...
Reinforcement Learning – a Rewards Based Approach to Machine Learning - Marko...Reinforcement Learning – a Rewards Based Approach to Machine Learning - Marko...
Reinforcement Learning – a Rewards Based Approach to Machine Learning - Marko...Marko Lohert
 
Optimizing Operations by Aligning Resources with Strategic Objectives Using O...
Optimizing Operations by Aligning Resources with Strategic Objectives Using O...Optimizing Operations by Aligning Resources with Strategic Objectives Using O...
Optimizing Operations by Aligning Resources with Strategic Objectives Using O...OnePlan Solutions
 
How to install and activate eGrabber JobGrabber
How to install and activate eGrabber JobGrabberHow to install and activate eGrabber JobGrabber
How to install and activate eGrabber JobGrabbereGrabber
 
Odoo vs Shopify: Why Odoo is Best for Ecommerce Website Builder in 2024
Odoo vs Shopify: Why Odoo is Best for Ecommerce Website Builder in 2024Odoo vs Shopify: Why Odoo is Best for Ecommerce Website Builder in 2024
Odoo vs Shopify: Why Odoo is Best for Ecommerce Website Builder in 2024Primacy Infotech
 
GraphSummit Stockholm - Neo4j - Knowledge Graphs and Product Updates
GraphSummit Stockholm - Neo4j - Knowledge Graphs and Product UpdatesGraphSummit Stockholm - Neo4j - Knowledge Graphs and Product Updates
GraphSummit Stockholm - Neo4j - Knowledge Graphs and Product UpdatesNeo4j
 
Food Delivery Business App Development Guide 2024
Food Delivery Business App Development Guide 2024Food Delivery Business App Development Guide 2024
Food Delivery Business App Development Guide 2024Chirag Panchal
 
KLARNA - Language Models and Knowledge Graphs: A Systems Approach
KLARNA -  Language Models and Knowledge Graphs: A Systems ApproachKLARNA -  Language Models and Knowledge Graphs: A Systems Approach
KLARNA - Language Models and Knowledge Graphs: A Systems ApproachNeo4j
 
OpenChain Webinar: AboutCode and Beyond - End-to-End SCA
OpenChain Webinar: AboutCode and Beyond - End-to-End SCAOpenChain Webinar: AboutCode and Beyond - End-to-End SCA
OpenChain Webinar: AboutCode and Beyond - End-to-End SCAShane Coughlan
 
JustNaik Solution Deck (stage bus sector)
JustNaik Solution Deck (stage bus sector)JustNaik Solution Deck (stage bus sector)
JustNaik Solution Deck (stage bus sector)Max Lee
 
The Evolution of Web App Testing_ An Ultimate Guide to Future Trends.pdf
The Evolution of Web App Testing_ An Ultimate Guide to Future Trends.pdfThe Evolution of Web App Testing_ An Ultimate Guide to Future Trends.pdf
The Evolution of Web App Testing_ An Ultimate Guide to Future Trends.pdfkalichargn70th171
 
A Guideline to Zendesk to Re:amaze Data Migration
A Guideline to Zendesk to Re:amaze Data MigrationA Guideline to Zendesk to Re:amaze Data Migration
A Guideline to Zendesk to Re:amaze Data MigrationHelp Desk Migration
 

Recently uploaded (20)

Top Mobile App Development Companies 2024
Top Mobile App Development Companies 2024Top Mobile App Development Companies 2024
Top Mobile App Development Companies 2024
 
What need to be mastered as AI-Powered Java Developers
What need to be mastered as AI-Powered Java DevelopersWhat need to be mastered as AI-Powered Java Developers
What need to be mastered as AI-Powered Java Developers
 
StrimziCon 2024 - Transition to Apache Kafka on Kubernetes with Strimzi.pdf
StrimziCon 2024 - Transition to Apache Kafka on Kubernetes with Strimzi.pdfStrimziCon 2024 - Transition to Apache Kafka on Kubernetes with Strimzi.pdf
StrimziCon 2024 - Transition to Apache Kafka on Kubernetes with Strimzi.pdf
 
OpenChain @ LF Japan Executive Briefing - May 2024
OpenChain @ LF Japan Executive Briefing - May 2024OpenChain @ LF Japan Executive Briefing - May 2024
OpenChain @ LF Japan Executive Briefing - May 2024
 
SQL Injection Introduction and Prevention
SQL Injection Introduction and PreventionSQL Injection Introduction and Prevention
SQL Injection Introduction and Prevention
 
Modern binary build systems - PyCon 2024
Modern binary build systems - PyCon 2024Modern binary build systems - PyCon 2024
Modern binary build systems - PyCon 2024
 
The mythical technical debt. (Brooke, please, forgive me)
The mythical technical debt. (Brooke, please, forgive me)The mythical technical debt. (Brooke, please, forgive me)
The mythical technical debt. (Brooke, please, forgive me)
 
Jax, FL Admin Community Group 05.14.2024 Combined Deck
Jax, FL Admin Community Group 05.14.2024 Combined DeckJax, FL Admin Community Group 05.14.2024 Combined Deck
Jax, FL Admin Community Group 05.14.2024 Combined Deck
 
Reinforcement Learning – a Rewards Based Approach to Machine Learning - Marko...
Reinforcement Learning – a Rewards Based Approach to Machine Learning - Marko...Reinforcement Learning – a Rewards Based Approach to Machine Learning - Marko...
Reinforcement Learning – a Rewards Based Approach to Machine Learning - Marko...
 
Optimizing Operations by Aligning Resources with Strategic Objectives Using O...
Optimizing Operations by Aligning Resources with Strategic Objectives Using O...Optimizing Operations by Aligning Resources with Strategic Objectives Using O...
Optimizing Operations by Aligning Resources with Strategic Objectives Using O...
 
How to install and activate eGrabber JobGrabber
How to install and activate eGrabber JobGrabberHow to install and activate eGrabber JobGrabber
How to install and activate eGrabber JobGrabber
 
Odoo vs Shopify: Why Odoo is Best for Ecommerce Website Builder in 2024
Odoo vs Shopify: Why Odoo is Best for Ecommerce Website Builder in 2024Odoo vs Shopify: Why Odoo is Best for Ecommerce Website Builder in 2024
Odoo vs Shopify: Why Odoo is Best for Ecommerce Website Builder in 2024
 
GraphSummit Stockholm - Neo4j - Knowledge Graphs and Product Updates
GraphSummit Stockholm - Neo4j - Knowledge Graphs and Product UpdatesGraphSummit Stockholm - Neo4j - Knowledge Graphs and Product Updates
GraphSummit Stockholm - Neo4j - Knowledge Graphs and Product Updates
 
What is an API Development- Definition, Types, Specifications, Documentation.pdf
What is an API Development- Definition, Types, Specifications, Documentation.pdfWhat is an API Development- Definition, Types, Specifications, Documentation.pdf
What is an API Development- Definition, Types, Specifications, Documentation.pdf
 
Food Delivery Business App Development Guide 2024
Food Delivery Business App Development Guide 2024Food Delivery Business App Development Guide 2024
Food Delivery Business App Development Guide 2024
 
KLARNA - Language Models and Knowledge Graphs: A Systems Approach
KLARNA -  Language Models and Knowledge Graphs: A Systems ApproachKLARNA -  Language Models and Knowledge Graphs: A Systems Approach
KLARNA - Language Models and Knowledge Graphs: A Systems Approach
 
OpenChain Webinar: AboutCode and Beyond - End-to-End SCA
OpenChain Webinar: AboutCode and Beyond - End-to-End SCAOpenChain Webinar: AboutCode and Beyond - End-to-End SCA
OpenChain Webinar: AboutCode and Beyond - End-to-End SCA
 
JustNaik Solution Deck (stage bus sector)
JustNaik Solution Deck (stage bus sector)JustNaik Solution Deck (stage bus sector)
JustNaik Solution Deck (stage bus sector)
 
The Evolution of Web App Testing_ An Ultimate Guide to Future Trends.pdf
The Evolution of Web App Testing_ An Ultimate Guide to Future Trends.pdfThe Evolution of Web App Testing_ An Ultimate Guide to Future Trends.pdf
The Evolution of Web App Testing_ An Ultimate Guide to Future Trends.pdf
 
A Guideline to Zendesk to Re:amaze Data Migration
A Guideline to Zendesk to Re:amaze Data MigrationA Guideline to Zendesk to Re:amaze Data Migration
A Guideline to Zendesk to Re:amaze Data Migration
 

CauseVox and Zapier Automations

  • 1. How to set up no-code integrations with CauseVox and Zapier
  • 2. 2 © 2020 Sidekick Solutions LLC Jessie Gilchrist Manager, CRM Services info@sidekicksolutionsllc.com www.SidekickSolutionsLLC.com
  • 3. Agenda 3 1. Common automation opportunities for nonprofits 2. Approach to full-system automation 3. CauseVox automation examples 4. Continuous improvement
  • 4. Why integrations matter 4 • CRM • Email marketing • Email coordination • Online giving • Major gift pipeline • Volunteers • Accounting • Email and calendars • Tasks and to-dos • Peer to peer • Reporting and analytics • … plus others
  • 5. Opportunities for automation 5 • Eliminate double data entry • Strengthen reporting and improve data quality • Expand capability without more human capital/resource
  • 6. Approach to system automation 6
  • 10. Why pursue Zapier integrations 10 • No native integration exists • Native integration does not align with organization’s use case • High level of customization required • Desired functionality is not provided in native integration • Multi-app automations
  • 11. Zap 11 • An automated workflow that connects one or more apps • Start with a trigger and complete one or more actions
  • 12. Trigger 12 • An event that starts a Zap • Triggers are based on data entry events in CauseVox New Donation New Installment New Installment Profile New Recurring Profile New Ticket New Ticket Order New / Updated Personal Page New / Updated Team Profile
  • 13. Action 13 • An event performed by a Zap after the Zap is triggered • Actions will be completed in other apps (not CauseVox) Create donation in CRM Add/Update subscriber in email marketing Create sales receipt/invoice in accounting Send email or Slack notification to staff
  • 14. Search 14 • Finds an existing record and in some cases may allow for a creation of a new record if none are found • Searches will be completed in other apps (not CauseVox) Find Constituent in CRM Find Subscriber in email marketing
  • 16. Email Marketing 16 • Basic list sync to primary audience • Add subscribers to groups, tags, or update merge fields • Trigger automated drip campaigns
  • 17. Accounting 17 • Find (or create) customer • Create a draft (undeposited) sales receipt/invoice • Dynamic coding • Real-time sync
  • 18. CRM 18 • Find or create constituents • Sync donations, installments, and ticket orders to create transactions • Sync tickets to create interactions/activities
  • 20. CauseVox > Bloomerang 20 • Find (or create) constituents • Dynamic coding of Fund, Campaign, and Appeal
  • 22. Find or Create Constituent 22 • Two field check Name Address Phone Email • Create if none found
  • 25. Create Donation 25 • Standard fields Date Amount Fund, Campaign, Appeal • Custom fields
  • 27. Update Constituent 27 • Address, phone, email • Promoted as primary • Existing demoted
  • 29. Sign up for a Zapier account 29 https://zapier.com/sign-up Tip: Zapier begins with a 14-day free trial of the Professional tier functionality. Following the free trial, your plan is converted to a Free plan until you choose to upgrade, if at all.
  • 30. Connect CauseVox to Zapier 30 • Go to My Apps • Click Add Connection • Search for and select CauseVox • Grant access using your API key
  • 31. Explore Zapier 31 • Search available apps https://zapier.com/apps • Look at CauseVox Zap templates https://zapier.com/apps/causevox/integrations • Review Zap resources https://zapier.com/help • Begin building!
  • 33. Would you like a follow-up about consulting services? 33
  • 34. 34 Zapier integration experts working exclusively with nonprofits and public sector agencies. www.SidekickSolutionsLLC.com info@sidekicksolutionsllc.com