Zapier + donations and payments
Now, we offer a connection between Levitate, Zapier, and certain payment platforms used by NonProfit clients to collect donations.
Never used Zapier before? Take a minute to read our rundown on how it works.
Zapier is able to push payment or donation info collected on PayPal, Stripe, Give-Lively, and Bloomerang into Levitate. This donation information will be associated with the contact information of the donor and can be used in our Donation Boards!
There are three required fields for creating a donation: Email Address, Donor Name, and Donation Amount. If the Donation Date is not provided through the zap from the payment platform, we default to today’s date. So, in order for a donation to be created, the zap must include the Email Address, Donor Name, and Donation Amount.
There are other fields that can be mapped over to Levitate, too!
Paypal
We have a template, with these fields already selected for connecting Levitate to Paypal
When getting connected to PayPal in Zapier, you must follow the prompt to add a Zapier URL to your PayPal IPN settings. It's linked and explained when you click through the 'PayPal IPN settings' link.
Levitate |
Paypal |
| donorId | payer_id |
| donorName | first_name + last_name |
| amount | payment_gross |
| date | payment_date |
| stage | payment_status |
| payer_email | |
| externalID | receipt_id |
*Paypal is classified as a Premium Zapier App, which requires a paid Zapier subscription for use.
Stripe
When connecting to Stripe in Zapier, you'll first see a screen that asks for a 'Test mode secret API key'; you do not need to enter this. Just click 'Yes, contine to Stripe' and you'll just need to login with your regular Stripe credentials.
We have a template, with these fields already selected for connecting Levitate to Stripe
Levitate |
Stripe |
| donorId | customer_id |
| donorName | customer_name |
| amount | amount |
| stage | status |
| customer_email | |
| externalId | id |
Give Lively
When connecting to Give Lively in Zapier, you'll need to provide your Give Lively Domain, it must be your Production Domain. You'll also need to provide your Organization ID and a Give Lively API Key (not to be confused with the API Key we generate in Levitate). Here's what it looks like, steps are included.
We have a template, with these fields already selected for connecting Levitate to Give Lively
Levitate |
Give Lively |
| donorName | full_name |
| amount | gross_amount |
| date | date |
| stage | payment_status |
| campaign | campaign_id |
| externalId | id |
Bloomerang
When connecting to Bloomerang in Zapier, you'll need to login with your Bloomerang credentials when prompted.
We have a template, with these fields already selected for connecting Levitate to Bloomerang
Levitate |
Bloomerang |
| donorID | Constituent_ID |
| donorName | Constituent_FirstName, Constituent_LastName |
| amount | PaymentAmount |
| date | TransactionDate |
| type | PaymentTributeType |
| campaign | PaymentCampaign_ID |
Constituent_PrimaryEmail_Value |
|
| externalId | TransactionID |
Want to create and update contacts in Levitate, from Bloomerang, using Zapier? We can do that too. Check out our guide here.
Just like with any other service used in tandem with Zapier, Zapier may require payment at a certain level or volume of usage. We do not charge our Levitate clients to use Zapier + Levitate, but other platforms might.