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.
Important! Contact our support team to activate the option for connecting with Zapier - support@jgive.com
- 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:
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- Click 'Copy Key' to copy the generated code. This code should be pasted into Zapier. If there is no code or a new code is required for security reasons, click the "Regenerate 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."
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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.
🧾 Donation Event - Field Descriptions
🔹 transfer – Payment transfer details
| Field | Description |
|---|---|
| id | Unique ID of the transfer |
| completed_at | Timestamp when the transfer was completed |
| refunded_at | Timestamp if the transfer was refunded |
| israeli_id | Donor’s Israeli ID used in the transfer |
| israeli_id_source | Source from which the Israeli ID was obtained |
| amount | Transfer amount |
| currency | Currency of the transfer amount |
🔹 donation – Metadata about the donation
| Field | Description |
|---|---|
| donation_id | Unique ID of the donation |
| created_at | Timestamp when the donation was created |
| comment | Optional comment left by the donor |
| share_donor_details_with_charities | Whether donor agreed to share their details with charities |
| receive_updates_from_charities | Whether donor agreed to receive updates from charities |
| purpose_he | Purpose of the donation (Hebrew) |
| purpose_en | Purpose of the donation (English) |
| checkout_locale | Language used during the donation checkout |
| recurring | Indicates if the donation is recurring |
| recurring_months | Duration of the recurring donation in months |
| upcoming_transfer_count | Number of remaining transfers (if recurring) |
| next_transfer_at | Next scheduled transfer date (if recurring) |
| recurring_end_date | End date of recurring donations |
| recurring_payment_number | Current payment number in the recurring cycle |
| amount | Donation amount |
| norm_amount | Normalized donation amount |
| amount_currency | Currency of the donation |
🔹 payment_method – Payment method used
| Field | Description |
|---|---|
| provider | Payment provider used (e.g., PayMe) |
| name | Type of payment method (e.g., credit card) |
| card_last4 | Last 4 digits of the card used |
| redirected | Whether the user was redirected during payment |
🔹 invoice – Invoice details
| Field | Description |
|---|---|
| id | Unique ID of the invoice |
| number | Invoice number issued |
| download_url | URL to download the original invoice PDF |
| download_copy_url | URL to download a copy of the invoice |
| tax_authority_confirmation_number | Confirmation number from tax authority (if any) |
🔹 donor – Donor's personal information
| Field | Description |
|---|---|
| Donor's email address | |
| phone_number | Donor's phone number |
| israeli_id | Donor's Israeli ID |
| first_name | Donor’s first name |
| last_name | Donor’s last name |
| full_name | Donor’s full name |
🔹 invoice_information – Billing info for the invoice
| Field | Description |
|---|---|
| recipient_name | Name that appears on the invoice |
| company_id | Company ID (if a business invoice) |
| address_1 | First address line |
| address_2 | Second address line (if applicable) |
🔹 donation_target – Recipient of the donation (e.g. participant, team, event)
| Field | Description |
|---|---|
| id | Unique ID of the donation target |
| name_he | Target name in Hebrew |
| name_en | Target name in English |
| to_charity_page | Was the donation to a charity page? |
| to_main_event | Was the donation to a main event? |
| to_team | Was the donation to a team page? |
| team_id | Associated team ID (if applicable) |
| main_event_id | Associated main event ID |
🔹 participant – Participant related to the donation
| Field | Description |
|---|---|
| id | Unique ID of the participant |
| name_he | Participant's name in Hebrew |
| name_en | Participant's name in English |
| Participant's email | |
| phone_number | Participant’s phone number |
| send_email_notification | Whether to send an email notification |
| send_whatsapp_notification | Whether to send a WhatsApp notification |
| team_id | Team ID linked to the participant (if any) |
| main_event_id | Main event the participant is part of |