eTapestry + Zapier: Automated Integration with Any App

eTapestry + Zapier
Automated Integration with Any App

On the webinar today…
© 2019 Sidekick Solutions LLC2
Jeffrey Haguewood
eTapestry Software Consultant
Sidekick Solutions
jeff@sidekicksolutionsllc.com

We believe that automated
integrations are essential to your
eTapestry experience, or any donor
database.

Why integrations matter…you use other tools
• eTapestry
• Email marketing
• Event coordination
• Online giving
• Major gift pipeline
• Volunteers
4 © 2019 Sidekick Solutions LLC
• Accounting
• Email and calendars
• Tasks and to-dos
• Peer to peer
• Reporting and analytics
• …plus other tools

Our agenda
• What is Zapier and why connect it to eTapestry?
• Popular integrations
• Automation systems and ideas for eTapestry users
• How to get started with eTapestry + Zapier

We developed an adapter for eTapestry

Then connected that adapter to Zapier

Which enables 1,500+ eTapestry integrations

Why Zapier
1. 1,500+ integrations in one platform (one-to-many)
2. Visibility to integration performance with no coding required
3. Custom mapping options and unique workflow design

How is it working today?
• Users currently run integrations with 22 other apps
o QuickBooks Online, Eventbrite, Shopify, Mailchimp, PayPal, Stripe, Slack, Google Sheets,
WooCommerce, Gmail, Gravity Forms, Excel 365, Constant Contact, Klaviyo, Send With
Us, Mailgun, Office 365, Outlook, Xero, Wufoo, Square, Bcc email to journal contact
• Solutions for one-third of Top 30 ideas in eTap community
• Most users run integrations with more than one app

Popular eTapestry integrations
• eTapestry > QuickBooks Online
• Eventbrite > eTapestry
• eTapestry <> Mailchimp
• Shopify > eTapestry

eTapestry > QuickBooks Online
Accounting integration and reconciliation

Options without integration
1. Enter data in eTapestry AND manually into QBO
2. Enter data in eTapestry AND manually import into QBO
3. Enter data in eTapestry AND sum deposits into QBO

Integration workflow
1. eTapestry: New Journal Entry in Query
2. Convert Fund/Campaign/Approach/UDF to Income Account
3. Convert Fund/Campaign/Approach/UDF to Class
4. Convert Gift Type to Payment Method
5. QBO: Find or Create Customer
6. QBO: Create Sales Receipt

1. New Journal Entry in Query

2-4. Custom field mapping

5. Find or Create Customer

6. Create Sales Receipt

Log bank deposit for Undeposited Funds
Create deposits in QBO that include sales receipts
added via integration. Subtract credit card fees from
deposits made by processors for reconciliation.

Integration benefits
1. No more double data entry, plus real time sync
2. Custom mapping of any eTapestry field
3. Simplify reconciliation of deposits
4. Run reports immediately and improve accuracy
5. Accounting and development have the same data

Eventbrite > eTapestry
Event integration for orders, registrations, guests, and attendance

1. Manual data entry into eTapestry pre and post event
2. Import data into eTapestry after event
3. Keep spreadsheets separate from eTapestry
4. Register attendees with DIY forms in eTapestry (no guests)

Integration workflow – Event purchase
1. Eventbrite: New Order
2. eTapestry: Find or Create Constituent
3. eTapestry: Create Gift
Gift added to purchaser’s constituent account in eTapestry.

Integration workflow – Event registration
1. Eventbrite: New Attendee Registered
3. eTapestry: Create Journal Contact (registered)
Guests added as constituents in eTapestry with journal entry.

Integration workflow – Event attendance
1. Eventbrite: New Attendee Check-in
3. eTapestry: Create Journal Contact (attended)
Log who attended, including guests and day-of-event registrants.

1. Eventbrite triggers x3

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

3. Create Gift for event order
• Standard field mapping
o Date
o Amount
o Fund/Campaign/Approach
o Gift Type
• User-defined fields mapping

3. Create Contact (registered and attended)
• Custom mapping
o Status: Registered or Attended
o Event Name
o Ticket Type
o Meal preference
o Guest invited by

1. No more post-event imports or data cleanup projects
2. Add both primary registrant AND guests to eTapestry
3. Use mobile apps for registration and check-in
4. Report on registration and attendance in real time
5. Manage free and paid events with single integration

Multi-app integration workflows
• Tag Mailchimp subscriber
• Add roster in Google Sheet
• Notify staff in Slack
• Send custom confirmation emails
• Draft invoices for sponsorships

eTapestry <> Mailchimp
List sync, preferences + profiles, and campaign automation

1. Import to Mailchimp from eTapestry before every campaign
2. Keep Mailchimp and eTapestry separate
3. Unable to run automated (drip) campaigns in real time

Integration workflow – eTapestry to
Mailchimp
1. Accounts with email-only to
Mailchimp
2. Accounts to MailChimp with
groups, tags, and custom
fields
3. Accounts to MailChimp with
specific criteria for
enrollment in automated
campaigns

Ideas: Automated Email Campaigns
1. Add new donors to 6-month drip campaign
2. Send automated birthday notifications to donors
3. Send automated lapsed donor reminders annually
4. Follow up on membership renewal dates
5. Invite donor with a local address to register as volunteer

Integration workflow – Mailchimp to
eTapestry
1. New subscribers as
accounts in eTapestry
2. Log unsubscribes as
contacts or notes in
constituent’s journal
3. Log preference changes as
contacts or notes in
constituent’s journal

1. No more spreadsheets or scrubbing data pre-send
2. Scale communication efforts with workflow automation
3. Segment subscribers automatically with custom mapping

Shopify > eTapestry
Integration for online store purchases to a constituent’s journal

1. Import from Shopify to eTapestry every week or month
2. Manually enter data from Shopify to eTapestry
3. Without paired accounting integration, triple data entry

Integration workflow
1. Shopify: New Paid/Updated Order
3. eTapestry: Create Gift for Shipping
4. eTapestry: Create Gift for Tax
5. Convert order into separate Item(s)
6. eTapestry: Create Gift for each Item

1. Get item-level detail on purchases in eTapestry
2. Scale integration to allow product additions in real time
3. Sell physical, digital, or symbolic products

eTapestry + Zapier enables
fundraising system automation, which
goes well beyond any single app-to-
app integration.

App-to-app integration for eTapestry to QBO

Multi-app automation system for eTapestry

Zapier building blocks for system automation
• Trigger – Events in one app that start a Zap (workflow)
• Action – Task completed in another app following a trigger

Zapier building blocks available for eTapestry
Triggers
• New Journal Entry in Query
• New Account in Query
Actions
• Find or Create Constituent
• Create Gift
• Create Journal Contact
• Create Journal Note
Triggers use query criteria
to build a list. A new item
added to the query list
prompts the trigger to run.

Any app in Zapier’s app directory can
be integrated with eTapestry using our
Wrapper’s triggers and actions.

zapier.com/apps

Other Zapier automations for eTapestry
1. Send follow-up reminders via email to staff members
2. Notify a Board member of major gifts made by donors
3. Set calendar invites for actions that occur in eTapestry
4. Run real-time dashboards in a spreadsheet
5. Publish giving data on your website

6. Automate acknowledgement letters with mail merge
7. Log emails to an account’s journal as a contact
8. Receive notifications when a credit card expires
9. Set task to thank donors that give over certain amount
10. Send automated pledge reminders

11. Send campaign updates via social media
12. Process gifts through third-party payment processors
13. Customize donation forms to match your website
14. Collect form responses to surveys and applications
15. Sync donor contacts to Google Contacts or Outlook

What’s the next step?

How to get started
• List your top automation goals or integration challenges
• Detail the opportunity to save time or build capacity
• Compare benefits to cost of automation
COST
BENEFIT

Get in touch
Jeffrey Haguewood
eTapestry Software Consultant
Sidekick Solutions
jeff@sidekicksolutionsllc.com

Thank you for joining us today!
Recording and slides will be sent to you via email.

Questions?

eTapestry + Zapier: Automated Integration with Any App

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