API for JGive on Zapier

What is Zapier?

Zapier is an online platform that allows connecting different applications and creating automated workflows.

How does it work?

Zapier operates through "Zaps," sequences of actions triggered by specific events. (For example, you can create a Zap that adds a new contact to your CRM every time someone fills out a form on your website.)

Each Zap has one trigger application and one receiving application. The trigger sends information to the receiving application to initiate one or more actions automatically.

How much does it cost to open an account on Zapier?

Zapier offers a limited free plan and paid plans with additional features.

Here is a link to the pricing for different Zapier user plans.

Before activating the interface, you must sign the following form:

Receiving Integration Services through JGive

 

Steps to Activate the Interface:

1. Initial Connection and Creating a Zap
   • Log in to your Zapier account, or create a new account.
   • You need to create a Zapier account before you can connect the JGive application.

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• After creating an account, you will receive a join link from us for the JGive application. Clicking on the link will take you to the following screen:

   

• Click on the "Accept Invite & Build a Zap" button at the bottom of the screen.
• After confirming the invitation, you will be taken to the My Zaps screen where you should click on Create in the top left corner of the screen:

• At this stage, you will reach the Zap Workflow screen. Now, you need to choose your trigger (in this case, the trigger will be the JGive application).

   

• By clicking on the first step called Trigger, the application selection screen will open. You need to choose JGive Latest:

   

• Now, you need to choose the Event for the trigger (this is the action that starts the Zap). Currently, there is one option: Donation Received:

   
   
  

• After making the selection, click Continue at the bottom of the page.

   

• At this stage, you will connect Zapier to JGive. Click on the Sign In button.

   
   

• A window will open asking for an API code. You can obtain this code from your personal area.
• After logging into your account, go to My Account.

 

• In the menu that opens on the right side, click on "Account Settings."

   

• In the Account Settings screen, select the "Integrations" tab.

   
   

• In the box under "Zapier Code," you will see the API code, which you need to copy into Zapier (if there is no code or a new code is required for security reasons, click on the "Create New Zapier Code" button).

   

Please note: Do not share your API code with others. This code is unique to each organization.

You only need to perform the API code connection during the first login. After that, you just need to log in without re-entering the code.

• After entering the code, click "Yes, Continue to JGive."

• Click on the Continue button at the bottom of the page.

   

• After that, click on Test trigger.

   

• Now you can see an example of the information that can be retrieved from the JGive connection. You can review the information to ensure it is relevant. When finished, click on Continue with selected record (you can choose any of the examples retrieved).

   

• • At this stage, you need to choose what to do with the information. Here are some example options for connections:

    Marketing: Sending automatic emails to leads, posting on social media, managing advertising campaigns.
    Sales: Managing leads, creating business opportunities, tracking deals.
    Customer Service: Automated responses to customer inquiries, managing customer files, sending surveys.
    Productivity:* Managing tasks, scheduling meetings, tracking time.

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• From here, continue according to the chosen action.

List of Fields (with explanation):

Field	Explanation
Donor Full Name	The complete name of the donor.
Invoice Information Recipient Name	The name the donor chose to appear on the receipt.
Donation Target Name EN	The English name of the fundraising campaign.
Donation Target Name HE	The Hebrew name of the fundraising campaign.
Donor First Name	The first name of the donor.
Donor Last Name	The last name of the donor.
Payment Method Name	The method used for the donation (credit card, Bit, wire, JCF, check, DAF, wallet).
Donation Transfer Next At
Donation Purpose EN
Donation Purpose HE	The name of the target.
Donation Recurring End Date	The end date of the standing order.
Donation Recurring Months
Donor Israeli ID	Israeli ID number of the donor.
Invoice Information Address 1
Invoice Information Address 2
Invoice Information Company Id
Payment Method Card Last 4	The last four digits of the credit card.
Transfer Israeli ID	Israeli ID number of the donor (obtained from the donation transfer).
Transfer Israeli ID Source	Who provided the Israeli ID number (payment provider, donor, admin).
Donation Receive Updates From Charities	Whether the donor agrees to receive updates from the organization (true, false).
Donation Recurring
Donation Share Donor Details With Charities	Whether the donor chose to share their details with the organization (true, false).
Donation Target To Charity Page
Donation Target To Main Event
Donation Target To Team
Donation Amount	The donation amount.
Donation Donation Id	The unique identifier of the donation.
Donation Norm Amount	The donation amount after conversion to shekels.
Donation Upcoming Transfer Count	The number of months remaining for a standing order donation.
Donation Target Id	The unique identifier of the campaign.
Invoice Id	The unique identifier of the receipt.
Invoice Number	Receipt number.
Transfer Amount	The transfer amount.
Transfer Id	The unique identifier of the transfer.
Donation Amount Currency	The exchange rate (USD, CAD, GBP, ILS).
Donation Checkout Locale	The language the donor used at checkout (en, he).
Donation Comment	The note the donor attached to the donation.
Donation Created At	The donation date.
Donor Email	The donor's email.
Donor Phone Number	The donor's phone number.
Invoice Download Copy Url	The link to download a copy of the receipt.
Invoice Download Url	The link to download the original receipt.
Payment Method Provider	The payment processor for the donation (Stripe, PayMe, JGive, Meshulam).
Transfer Completed At	The date of the transfer.
Transfer Currency	The exchange rate of the transfer.