CauseVox and Zapier Automations

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This document provides an overview of how to set up no-code integrations between CauseVox and Zapier. It discusses common automation opportunities for nonprofits using integrations, including eliminating double data entry, improving data quality and reporting, and expanding capabilities. It describes what a Zap is, how to connect CauseVox to Zapier, and provides examples of automating tasks between CauseVox and other apps like email marketing, accounting, and CRMs.

Software

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

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

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

CauseVox > Bloomerang
20
• Find (or create) constituents
• Dynamic coding of Fund, Campaign, and Appeal

Find or Create Constituent
22
• Two ﬁeld check
Name
Address
Phone
Email
• Create if none found

Create Donation
25
• Standard ﬁelds
Date
Amount
Fund, Campaign, Appeal
• Custom ﬁelds

Update Constituent
27
• Address, phone, email
• Promoted as primary
• Existing demoted

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!

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

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CauseVox and Zapier Automations

1. How to set up no-code integrations with CauseVox and Zapier

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

7. Types of integrations 7

8. Zapier 8

9. Zapier 9

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

15. CauseVox Automations 15

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

19. Zapier Demo 19

20. CauseVox > Bloomerang 20 • Find (or create) constituents • Dynamic coding of Fund, Campaign, and Appeal

21. Filter 21

22. Find or Create Constituent 22 • Two ﬁeld check Name Address Phone Email • Create if none found

23. Lookup Spreadsheet Row 23

24. Convert Date 24

25. Create Donation 25 • Standard ﬁelds Date Amount Fund, Campaign, Appeal • Custom ﬁelds

26. Filter 26

27. Update Constituent 27 • Address, phone, email • Promoted as primary • Existing demoted

28. Getting Started 28

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!

32. Automation lifecycle 32

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

CauseVox and Zapier Automations

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