marketing mission Blog

Saving Time By Using Zapier in Your Nonprofit to Automate Workflows

December 1, 2023

marketing mission Blog

Saving Time By Using Zapier in Your Nonprofit to Automate Workflows

December 1, 2023

Do you ever feel like there just aren't enough hours in the day to tackle your nonprofit's never-ending to-do list? Are you tired of the repetitive and time-consuming tasks that seem to dominate your workday? Well, you're in for a treat because today, we're diving headfirst into the world of Zapier—a remarkable tool that can revolutionize the way your nonprofit operates. 

We previously introduced Zapier as a powerful tool for automating tasks between different web applications. Today, we're going to dive deeper into Zapier and provide you with a step-by-step demo on how to set it up. So, get ready to zap those manual tasks away and save time and resources for your nonprofit organization!

In this blog, we'll guide you through the process of setting up Zapier and show you how it can automate common time-consuming tasks for your nonprofit.

Getting Started with Zapier: A Refresher 

As a quick refresher, Zapier allows you to connect different web applications and automate workflows between them. With over 500 integrations available, Zapier has the potential to streamline a variety of nonprofit operations, from email marketing to project management. For example, you can use Zapier to automatically add new donors to your email list or to create a task in your project management software whenever someone fills out a form on your website.

Setting Up Zapier - Step by Step

So, how do you set up a Zapier account and start automating your nonprofit's most common time-consuming tasks? Here's a step-by-step guide:

  1. Head over to and create an account using your email and password.
  2. Once you're logged in, click the "Make a Zap!" button in the top navigation bar. This will take you to the Zap editor.
  3. In the Zap editor, you'll see two sections: the Trigger and the Action. The Trigger is the event that starts the automation, while the Action is the event that Zapier will perform automatically.
  4. Choose the app you want to use as your Trigger, such as your email marketing software or your website form.
  5. Choose the specific Trigger event, such as "new donor added" or "new form submission."
  6. Connect your Trigger app to Zapier by entering your account credentials or API key.
  7. Choose the app you want to use as your Action, such as your project management software or your CRM.
  8. Choose the specific Action event, such as "create new task" or "add contact."
  9. Connect your Action app to Zapier by entering your account credentials or API key.
  10. Test your Zap to make sure everything is working correctly. If it is, turn your Zap on and let Zapier take care of the rest!

Real-World Zapier Recipe

Now, let’s dive into another a real-world Zapier recipe for your nonprofit:

Imagine you want to send an email to all your past volunteers whenever there’s a new volunteer event. Here’s how you would set up a Zap for this:

  • Set your website's event calendar as the Trigger app.
  • Select "New Event Created" as the Trigger event.
  • Connect your calendar to Zapier.
  • Choose your email marketing software (e.g. Mailchimp) as the Action app.
  • Pick "Send Email" as the Action event.
  • Customize the email template, using information from the new event.
  • Connect your email marketing software to Zapier.
  • Test and activate your Zap.

Voilà! Now, each time a new volunteer event is added to your calendar, an email will automatically be sent to your past volunteers.

Boosting Nonprofit Efficiency

One of the great benefits of Zapier is that it can help you save time and money by automating tasks that would otherwise need to be done manually. And with over 1,000 integrations available, there's a good chance that Zapier has integrations for the software your organization is already using.

Zapier also offers a variety of advanced features, such as filters, delays, and multi-step Zaps, that allow you to customize your automations even further.

Zapier is a powerful tool that can help nonprofit organizations streamline operations and reduce costs. With its easy-to-use platform and wide range of integrations, Zapier can help automate repetitive tasks and save your organization time and money. 

So why not give it a try and see how it can benefit your nonprofit today?

Back to You 

Today, we've embarked on a journey into the world of Zapier, where automation isn't just a buzzword; it's a game-changer for your nonprofit's productivity. By leveraging the power of Zapier, you can streamline your operations, reduce manual work, and focus on making a more significant impact.

As you venture into this realm of automation, remember to start small, engage your team, choose the right Zaps, and continually optimize. Zapier isn't just a tool; it's your ally in the quest for efficiency, effectiveness, and achieving your nonprofit's mission. Get ready to automate your way to success using Zapier!

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