Connect Donorfy and Zapier and set a whole new world of possibilities alive! 
Connecting to Zapier uses Donorfy's API and enables you to add, update and delete data in your Donorfy, or push data to the applications. 

Requirements

Zapier uses Donorfy's API, which is a Professional-only feature. Essential subscribers, please contact us to find out more about upgrading.

Connecting to Zapier 

To connect Donorfy to Zapier an API authentication key will need to be created.

• Open Settings > Configuration > API Settings
• Click on Add Permission
• Enter the Permission Name - e.g Zapier
• Enter in the From IP as: 0.0.0.1
• Enter in the To IP as: 255.255.255.254
• Click on Save Changes

A new API Access Key will be generated which you can then use for authentication within Zapier

Example Zap

A zap (or automated task) needs a Trigger to start. In this example, that’s a new lead being generated in Facebook, but check out Zapier’s integrations page to see the huge variety of triggers in existence.

It is also worth noting that you could use a Donorfy Trigger with an HTTP Post action to kick-start a zap.

Zapier now (temporarily) holds the data captured by Facebook, so we need to instruct it to send it to Donorfy and create a new Constituent for us.

To do this, we need to use the ‘Webhooks by Zapier’ function and use the Donorfy API Endpoints to send the right instructions to your database. Note that the Donorfy API allows you to add, edit and delete almost any entity (Constituents, Activities, Transactions, RPIs, etc.). Depending on the task you are completing, the setup may be slightly different, but this shows how to use the POST command to add a new Constituent.

Notes:

The URL you need will always start with https://data.donorfy.com/api/v1/ followed by your unique API Key, which can be found under Settings > Account > Donorfy Settings – everything after your API Key is then determined by the task you are completing, and is documented in the API Endpoints.

The Payload Type will always be ‘json’.

For the Data fields, the headings are all listed under the specific command you are using in the API Endpoints (not shown in the video: you can use the heading ‘ActiveTags’ to set a Constituent up with Tags in place to record the tracking data mentioned above).

For Basic Auth, you will need to generate an Access Key within Donorfy by going to Settings > Configuration > API Settings. Once you have this, the Basic Auth field needs to contain a ‘username’ which you define, in this example ‘Zapier’, followed by a | (vertical bar) and the Access Key you generated from within Donorfy.

In your Headers, you will need to use ‘content-type’ > ‘application/json’ for any Webhook you are creating.

For details about creating a Zap, see Zapier's support pages here: Zapier Support