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Zapier

Zapier is an online automation tool that connects over 6,000 apps. It enables users to create automated workflows, called "Zaps," by linking trigger events in one app to actions in another. This allows for the seamless automation of tasks between different Anedot and other platforms.

Connect Anedot to Zapier​

To connect Anedot to Zapier, follow the steps below:

In Anedot:

  1. Access the Settings>Integrations>Directory tab within your fundraising account.
  2. Click the blue + New Connection button in the upper right corner.
  3. Select Zapier from the directory of integrations.
  4. Next, log in to Zapier through Anedot. If you already have Zaps set up for the account, they will appear here.
  5. To set up new Zaps, you will need to get your Anedot API Token.
    1. To access your Anedot API Token, access the dropdown in the upper right corner of your Anedot menu, then select 'Login and Security.' Scroll down to the bottom of the 'Login and Security' tab to access the API Token.

In Zapier:

  1. Within Zapier, to create a new Zap, choose Anedot as the app and choose your desired event.
    1. Recommended app version: latest, publicly available version.
    2. You can choose from 3 event types:
      1. AP Donation Completed
      2. Submission Created
      3. Donation Refunded/Voided
        1. See Image 1 and 2
  2. Next, connect your Anedot account (choose from the dropdown or connect your account).
    1. You will need your Anedot email and API Token. See step 5 above for further instructions.
    2. If you have already connected your API Token to Zapier, select the account from the Choose Account list.
      1. See Image 3 and 4.
  3. Click Continue or the Set up trigger section, then choose an Account UID from the list.
    1. Optionally, you can select a specific Action Page ID you'd like to sync with Zapier. If you want data from all Action Pages to sync with Zapier, leave this section blank.
      1. See Image 5.
  4. Continue setting up the rest of your Zap based on the data you need for your specific workflow. This will complete the connection! The Zapier integration will appear in your Integration Directory.
    1. Use the Field Mapping guide to map Anedot fields to Zapier.
      1. See Image 6.
  5. Optionally, if you would like to subscribe to all Donation Events, contact our Support team here for further assistance!

If the data available within Anedot's direct integration does not suit your organization's needs, you can set up a webhook integration and connect your Zap to the webhook instead of the Anedot app.

note

Email addresses used in Zapier are case-sensitive and must be correct for your current account credentials.

Zapier Webhooks​

To set up Zapier Webhooks, follow the steps below:

In Zapier:

  1. Within Zapier, create a new Zap.
  2. Choose Webhooks by Zapier as the app and Catch Hook as the event.
  3. Click on Continue or on the Test trigger tab.
  4. Copy the Webhook URL provided by Zapier.

In Anedot:

  1. Access the Settings>Integrations>Directory tab within Anedot.
  2. Click the blue + New Connection button in the upper right corner.
  3. Select Webhook from the directory of integrations.
  4. Paste the Zapier Webhook URL in the Webhook URL field.
  5. Continue setting up the rest of your Zap based on the data you need for your specific workflows! This will complete your connection!

Zapier Data Relays​

  • Anedot only supports showing requests when connecting Zapier with the Anedot app.
  • When using Zapier Webhooks, you can push unsent donations, as well as update or delete the connection.
  • There are three types of relay events:
    • Submission Created
    • Donation Completed
    • Donation Refunds/Voids This is dependent on which event the Zap is subscribed to.
  • If a field is not available for selection in the Zapier UI, you can manually input the field using {{}}. For further instructions, check out the Field Mapping guide.

Zapier Field Mapping​

When setting up the data for your Zap, the search function may not find the property you need (as referenced in the tables below). In lieu of selecting from the dropdown menu, double curlies can be used with the values (in the "Zapier Field" columns in the below tables) to indicate the desired property. Zapier will recognize the field and capture the data if the field/data exists.

tip

You can add items like these: {`payload\_\_fees\_\_anedot\_fees\_\_amount`}. The included double underscoring is important as Zapier uses them to denote the nesting of the fields inside of other fields like this: payload: {fees: { anedot_fees: {amount: $xx`}``.

Submission Event​

The Anedot Fields match the Submission's Raw Data (unless specified otherwise in parenthesis), and the Zapier Fields match the Request Body relay.

Anedot FieldZapier Field
"submission_created"event
(Submission) idpayload__id
emailpayload__email
phonepayload__phone
titlepayload__title
suffixpayload__suffix
referrerpayload__referrer
utmCodes termpayload__utm_term
paymentMethod cardTypepayload__card_type
donationIdpayload__donations__id
anedotFeeAmount (net amt in Donations -> Entries)payload__donations__fees__anedot_fees__amount
vendorFeeAmount (net amt in Donations -> Entries)payload__donations__fees__vendor_fees__amount
account displayNamepayload__donations__fees__vendor_fees__account
"Donation from" firstName lastNamepayload__donations__fees__vendor_fees__description
actionPagesFund idpayload__donations__fund__id
actionPagesFund namepayload__donations__fund__name
actionPagesFund identifierpayload__donations__fund__identifier
(Product) idpayload__donations__product__id
Internal SKU (Product)payload__donations__product__code
Product Name (Product)payload__donations__product__name
Product Value (*in dollars* - Product)payload__donations__product__value
netAmount (x100)payload__donations__net_amount
grossAmount (x100)payload__donations__gross_amount
feesPaidByDonor ("true" or "false")payload__donations__fees_paid_by_donor
lastNamepayload__last_name
created_atpayload__created_at
firstNamepayload__first_name
ipAddresspayload__ip_address
occupationpayload__occupation
(Product) idpayload__product_id
updatedAt (right above utmCodes in Submission Raw Data)payload__updated_at
utmCodes mediumpayload__utm_medium
utmCodes sourcepayload__utm_source
account idpayload__account_uid
middleNamepayload__middle_name
source_codepayload__source_code
utmCodes contentpayload__utm_content
account namepayload__account_name
address citypayload__address_city
Internal SKU (Product)payload__product_code
Product Name (Product)payload__product_name
utmCodes campaignpayload__utm_campaign
employerNamepayload__employer_name
Product Value (*in dollars* - Product)payload__product_value
(Action Page) idpayload__action_page_id
address {line1}payload__address_line_1
address {line2}payload__address_line_2
address regionpayload__address_region
address countrypayload__address_country
"paymentMethod cardMonth / paymentMethod cardYear"payload__card_expiration
donations amount (x100)payload__donation_amount
actionPage namepayload__action_page_name
paymentMethod lastDigitspayload__card_last_digits
donorProfileIdpayload__donor_profile_id
" https://anedot.com/ "payload__referrer_to_form
paymentRequests responseTimepayload__created_at_iso8601
currentlyEmployed ("true" or "false")payload__currently_employed
updatedAtpayload__updated_at_iso8601
address postalCodepayload__address_postal_code
paymentMethod typepayload__payment_method_type
customFieldResponses { multiple fields }payload__custom_field_responses__{ multiple fields }
communicationsConsentEmailpayload__communications_consent_email
communicationsConsentPhonepayload__communications_consent_phone

Donation Events​

The Anedot Fields match the Submission's Raw Data (unless specified otherwise in parenthesis), and the Zapier Fields match the Request Body relay.

Anedot FieldZapier FieldDonation Event Type
"donation_completed", "donation_refunded", or "donation_voided"eventcompleted, refunded, & voided
paymentRequests responseTimepayload__datecompleted
"firstName middleName lastName"payload__namecompleted
emailpayload__emailcompleted, refunded, & voided
phonepayload__phonecompleted, refunded, & voided
titlepayload__titlecompleted, refunded, & voided
donations originpayload__origincompleted, refunded, & voided
paymentMethod typepayload__sourcecompleted
(Donation) statuspayload__statuscompleted
suffixpayload__suffixcompleted, refunded, & voided
(Donation) idpayload__donations__idcompleted, refunded, & voided
anedotFeeAmount (net amt in Donations -> Entries)payload__donations__fees__anedot_fees__amountcompleted, refunded, & voided
vendorFeeAmount (net amt in Donations -> Entries)payload__donations__fees__vendor_fees__amountcompleted, refunded, & voided
actionPagesFund idpayload__donations__fund__idcompleted, refunded, & voided
actionPagesFund namepayload__donations__fund__namecompleted, refunded, & voided
actionPagesFund identifierpayload__donations__fund__identifiercompleted, refunded, & voided
Product Name (Product)payload__donations__product__namecompleted, refunded, & voided
Internal SKU (Product)payload__donations__product__internal_identifiercompleted, refunded, & voided
paymentMethod cardTypepayload__donations__card_typecompleted, refunded, & voided
paymentMethod lastDigitspayload__donations__card_last_digitscompleted, refunded, & voided
N/A (FOTF custom field)payload__donations__donation_projectcompleted, refunded, & voided
"paymentMethod cardMonth / paymentMethod cardYear"payload__donations__credit_card_expirationcompleted, refunded, & voided
referrerpayload__referrercompleted, refunded, & voided
(Commitment) frequencypayload__frequencycompleted, refunded, & voided
lastNamepayload__last_namecompleted, refunded, & voided
"true" or "false"payload__recurringcompleted, refunded, & voided
created_atpayload__created_atcompleted, refunded, & voided
firstNamepayload__first_namecompleted, refunded, & voided
ipAddresspayload__ip_addresscompleted, refunded, & voided
netAmount (x100)payload__net_amountcompleted, refunded, & voided
occupationpayload__occupationcompleted, refunded, & voided
updatedAt (right above utmCodes in Submission Raw Data)payload__updated_atcompleted, refunded, & voided
account idpayload__account_uidcompleted, refunded, & voided
middleNamepayload__middle_namecompleted, refunded, & voided
source_codepayload__source_codecompleted, refunded, & voided
account namepayload__account_namecompleted, refunded, & voided
address citypayload__address_citycompleted, refunded, & voided
donations checkNumberpayload__check_numbercompleted
paymentRequests responseTimepayload__date_iso8601completed
netAmount (under Donation - Entries)payload__event_amountcompleted, refunded, & voided
employerNamepayload__employer_namecompleted, refunded, & voided
(Submission) idpayload__submission_idcompleted, refunded, & voided
(Action Page) idpayload__action_page_idcompleted, refunded, & voided
address {line1}payload__address_line_1completed, refunded, & voided
address {line2}payload__address_line_2completed, refunded, & voided
address regionpayload__address_regioncompleted, refunded, & voided
(Commitment) idpayload__commitment_uidcompleted, refunded, & voided
address countrypayload__address_countrycompleted, refunded, & voided
actionPage namepayload__action_page_namecompleted, refunded, & voided
*numberpayload__commitment_indexcompleted
donorProfileIdpayload__donor_profile_idcompleted, refunded, & voided
" https://anedot.com "payload__referrer_to_formcompleted, refunded, & voided
donations amount (x100)payload__amount_in_dollarscompleted, refunded, & voided
donations paymentMethodIdpayload__payment_method_idcompleted, refunded, & voided
paymentRequests responseTimepayload__created_at_iso8601completed, refunded, & voided
currentlyEmployed ("true" or "false")payload__currently_employedcompleted, refunded, & voided
updatedAtpayload__updated_at_iso8601completed, refunded, & voided
address postalCodepayload__address_postal_codecompleted, refunded, & voided
Transactions Side-drawer Payment Methodpayload__payment_descriptioncompleted
customFieldResponses { multiple fields }payload__custom_field_responses__{ multiple fields }completed, refunded, & voided
"true" or "false"payload__is_recurring_commitmentcompleted, refunded, & voided
(Commitment) schedule_untilpayload__commitment_recurring_untilcompleted
communicationsConsentEmailpayload__communications_consent_emailcompleted, refunded, & voided
communicationsConsentPhonepayload__communications_consent_phone

The commitment_index indicates which donation is represented by this recurrence. The first recurrence is actually the second donation (original submission = first).

Zapier Payload Examples​

Request Headers​

"X-Integration-Event" will be dependent on the Zap event selected: "submission_created", "donation_completed", "donation_refunded", or "donation_voided".

`{`  
 "User-Agent": "Anedot-Hookshot/9d7916a",  
 "X-Request-Id": "bf5315cd-b2bf-485d-b610-cf6c49562930",  
 "X-Integration-Id": "6348f813-c843-4db6-b9ab-48e77194fb65",  
 "X-Integration-Event": "submission_created",  
 "X-Request-Signature": "01dfc4f657ce59d893b3126717590f93735123e89e1f9453df482c726eb6d2f7"  
`}`

Request Body (Submission Created)​

`{`  
 "event": "submission_created",  
 "payload": `{`  
 "id": "808b13ca-d553-40a0-9fed-88e70d55e269",  
 "email": "[[email protected]](/cdn-cgi/l/email-protection)",  
 "phone": "",  
 "title": "",  
 "suffix": "",  
 "referrer": "https://secure.anedot.com/charitablefoundation/a04b0524-bf21-4fee-aee6-9e272a144e19",  
 "utm_term": "",  
 "card_type": "american_express",  
 "donations": [`{`  
 "id": "d97c1ba8858917fc98d54",  
 "fees": `{`  
 "anedot_fees": `{`  
 "amount": "8.55"  
 `}`,  
 "vendor_fees": [`{`  
 "amount": "200.00",  
 "account": "The Vendor Digital Agency",  
 "description": "Donation from Annie Dot"  
 `}`]  
 `}`,  
 "fund": `{`  
 "id": "f1cd841f-41ac-454b-913a-f9151b141415",  
 "name": "General Fund",  
 "identifier": "6"  
 `}`,  
 "product": `{`  
 "id": "435e1cdf-bcfc-4735-a83b-5916fff8c7e2",  
 "code": "Ane123",  
 "name": "Anedot Sticker",  
 "value": "2.00"  
 `}`,  
 "net_amount": "41.45",  
 "gross_amount": "250.0",  
 "fees_paid_by_donor": "false"  
 `}`],  
 "last_name": "Dot",  
 "created_at": "2023-02-14 19:25:57 UTC",  
 "first_name": "Annie",  
 "ip_address": "123.123.123.123",  
 "occupation": "",  
 "product_id": "435e1cdf-bcfc-4735-a83b-5916fff8c7e2",  
 "updated_at": "2023-02-14 19:25:57 UTC",  
 "utm_medium": "",  
 "utm_source": "",  
 "account_uid": "aa3480c1cb0b039147824",  
 "middle_name": "",  
 "source_code": "",  
 "utm_content": "",  
 "account_name": "The Charitable Foundation",  
 "address_city": "New Orleans",  
 "product_code": "Ane123",  
 "product_name": "Anedot Sticker",  
 "utm_campaign": "",  
 "employer_name": "",  
 "product_value": "2.00",  
 "action_page_id": "a04b0524-bf21-4fee-aee6-9e272a144e19",  
 "address_line_1": "1340 Poydras Street",  
 "address_line_2": "1770",  
 "address_region": "LA",  
 "address_country": "US",  
 "card_expiration": "12/2031",  
 "donation_amount": "$250.00",  
 "action_page_name": "",  
 "card_last_digits": "1111",  
 "donor_profile_id": "",  
 "referrer_to_form": "",  
 "created_at_iso8601": "2023-02-14T19:25:57Z",  
 "currently_employed": "true",  
 "updated_at_iso8601": "2023-02-14T19:25:57Z",  
 "address_postal_code": "70112",  
 "payment_method_type": "credit_card",  
 "custom_field_responses": `{``}`,  
 "communications_consent_email": "false",  
 "communications_consent_phone": "false"  
 `}`  
`}`

Request Body (Donation Completed)​

`{`  
 "event": "donation_completed",  
 "payload": `{`  
 "date": "2023-05-18 22:15:37 UTC",  
 "name": "Annie Q Dot",  
 "email": "[[email protected]](/cdn-cgi/l/email-protection)",  
 "phone": "2255555555",  
 "title": "",  
 "origin": "hosted",  
 "source": "credit_card",  
 "status": "completed",  
 "suffix": "",  
 "donation": `{`  
 "id": "dd08e7abfaf8b7a394638",  
 "fees": `{`  
 "anedot_fees": `{`  
 "amount": "4.30"  
 `}`,  
 "vendor_fees": []  
 `}`,  
 "fund": `{`  
 "id": "ba528a52-be50-4674-8178-2fc7caa0ef41",  
 "name": "General Fund",  
 "identifier": "1001"  
 `}`,  
 "products": [`{`  
 "name": "Anedot Sticker",  
 "internal_identifier": "Ane123"  
 `}`],  
 "card_type": "master",  
 "card_last_digits": "5454",  
 "donation_project": "",  
 "credit_card_expiration": "04/2024"  
 `}`,  
 "referrer": "https://secure.anedot-sandbox.com/a8bc220d-c26c-4b00-97f8-1db4aeea9cf9/5f6c9a30-726c-4167-a045-5c1bf669beea",  
 "frequency": "once",  
 "last_name": "Dot",  
 "recurring": "false",  
 "created_at": "2023-05-18 22:15:37 UTC",  
 "first_name": "Annie",  
 "ip_address": "64.152.236.103",  
 "net_amount": "95.70",  
 "occupation": "retired",  
 "updated_at": "2023-05-18 22:15:37 UTC",  
 "account_uid": "af93081937fed7ad4380c",  
 "middle_name": "Q",  
 "source_code": "",  
 "account_name": "The Charitable Foundation",  
 "address_city": "New Orleans",  
 "check_number": "",  
 "date_iso8601": "2023-05-18T22:15:37Z",  
 "event_amount": "100.00",  
 "employer_name": "vhjhj",  
 "submission_id": "ce9413be-fc6f-4cd4-a3d7-e4a3db26bacf",  
 "action_page_id": "5f6c9a30-726c-4167-a045-5c1bf669beea",  
 "address_line_1": "1239 First St",  
 "address_line_2": "",  
 "address_region": "LA",  
 "commitment_uid": "",  
 "address_country": "US",  
 "action_page_name": "Page 3",  
 "commitment_index": "",  
 "donor_profile_id": "948d2011-2e82-418c-a6e3-3cf2d571dd97",  
 "referrer_to_form": "",  
 "amount_in_dollars": "100.0",  
 "payment_method_id": "0443bd15-c322-4129-9465-9ec08ae5d6d4",  
 "created_at_iso8601": "2023-05-18T22:15:37Z",  
 "currently_employed": "false",  
 "updated_at_iso8601": "2023-05-18T22:15:37Z",  
 "address_postal_code": "12345",  
 "payment_description": "MasterCard •••• 5454",  
 "custom_field_responses": `{``}`,  
 "is_recurring_commitment": "false",  
 "commitment_recurring_until": "",  
 "communications_consent_email": "false",  
 "communications_consent_phone": "false"  
 `}`  
`}`

Request Body (Donation Refunded)​

`{`  
 "event": "donation_refunded",  
 "payload": `{`  
 "email": "[[email protected]](/cdn-cgi/l/email-protection)",  
 "phone": "2252501301",  
 "title": "",  
 "origin": "hosted",  
 "suffix": "",  
 "donation": `{`  
 "id": "d87a2ab14a0fa24795bab",  
 "fees": `{`  
 "anedot_fees": `{``}`,  
 "vendor_fees": []  
 `}`,  
 "fund": `{`  
 "id": "d4bd7311-3a2e-46ab-95e7-71843083b837",  
 "name": "General Fund",  
 "identifier": "1001"  
 `}`,  
 "products": [],  
 "card_type": "visa",  
 "card_last_digits": "1111",  
 "donation_project": "",  
 "credit_card_expiration": "12/2031"  
 `}`,  
 "referrer": "https://secure.anedot.com/charitablefoundation/a04b0524-bf21-4fee-aee6-9e272a144e19",  
 "frequency": "once",  
 "last_name": "Dot",  
 "recurring": "false",  
 "created_at": "2022-12-21 18:47:38 UTC",  
 "first_name": "Annie",  
 "ip_address": "123.123.123.123",  
 "net_amount": "-100.00",  
 "occupation": "",  
 "updated_at": "2022-12-21 18:49:48 UTC",  
 "account_uid": "aa3480c1cb0b039147824",  
 "middle_name": "",  
 "source_code": "",  
 "account_name": "The Charitable Foundation",  
 "address_city": "New Orleans",  
 "event_amount": "-100.00",  
 "employer_name": "",  
 "submission_id": "024c3555-ae08-4132-bc28-f3adf2f44300",  
 "action_page_id": "a04b0524-bf21-4fee-aee6-9e272a144e19",  
 "address_line_1": "1340 Poydras Street",  
 "address_line_2": "",  
 "address_region": "LA",  
 "commitment_uid": "",  
 "address_country": "US",  
 "action_page_name": "Main Donation Page",  
 "donor_profile_id": "948d2011-2e82-418c-a6e3-3cf2d571dd97",  
 "referrer_to_form": "",  
 "amount_in_dollars": "100.0",  
 "payment_method_id": "a9acfc30-ec80-4e10-834c-b335dff12a50",  
 "created_at_iso8601": "2022-12-21T18:47:38Z",  
 "currently_employed": "true",  
 "updated_at_iso8601": "2022-12-21T18:49:48Z",  
 "address_postal_code": "70112",  
 "custom_field_responses": `{``}`,  
 "is_recurring_commitment": "false",  
 "communications_consent_email": "false",  
 "communications_consent_phone": "false"  
 `}`  
`}`

Request Body (Donation Voided)​

`{`  
 "event": "donation_voided",  
 "payload": `{`  
 "email": "[[email protected]](/cdn-cgi/l/email-protection)",  
 "phone": "",  
 "title": "",  
 "origin": "hosted",  
 "suffix": "",  
 "donation": `{`  
 "id": "dd63f0481f5919ea6fee1",  
 "fees": `{`  
 "anedot_fees": `{`  
 "amount": "-0.18"  
 `}`,  
 "vendor_fees": []  
 `}`,  
 "fund": `{`  
 "id": "367a3290-c110-4092-8e45-7480485d2a08",  
 "name": "General Fund",  
 "identifier": "1001"  
 `}`,  
 "products": [`{`  
 "name": "Anedot Sticker",  
 "internal_identifier": "Ane123"  
 `}`],  
 "card_type": "master",  
 "card_last_digits": "1111",  
 "donation_project": "",  
 "credit_card_expiration": "02/2025"  
 `}`,  
 "referrer": "https://secure.anedot.com/charitablefoundation/a04b0524-bf21-4fee-aee6-9e272a144e19",  
 "frequency": "once",  
 "last_name": "Dot",  
 "recurring": "false",  
 "created_at": "2023-02-07 21:20:24 UTC",  
 "first_name": "Annie",  
 "ip_address": "123.123.123.123",  
 "net_amount": "-0.82",  
 "occupation": "",  
 "updated_at": "2023-02-08 00:23:54 UTC",  
 "account_uid": "aa3480c1cb0b039147824",  
 "middle_name": "",  
 "source_code": "",  
 "account_name": "The Charitable Foundation",  
 "address_city": "New Orleans",  
 "event_amount": "-1.00",  
 "employer_name": "",  
 "submission_id": "aba92442-8ab7-4bfd-a519-499985fbf568",  
 "action_page_id": "a04b0524-bf21-4fee-aee6-9e272a144e19",  
 "address_line_1": "1340 Poydras Street",  
 "address_line_2": "1770",  
 "address_region": "LA",  
 "commitment_uid": "",  
 "address_country": "US",  
 "action_page_name": "Main Donation Page",  
 "donor_profile_id": "",  
 "referrer_to_form": "https://anedot.com/",  
 "amount_in_dollars": "1.0",  
 "payment_method_id": "b430413a-143c-4bf8-a221-932c86e2c437",  
 "created_at_iso8601": "2023-02-07T21:20:24Z",  
 "currently_employed": "true",  
 "updated_at_iso8601": "2023-02-08T00:23:54Z",  
 "address_postal_code": "70112",  
 "custom_field_responses": `{``}`,  
 "is_recurring_commitment": "false",  
 "communications_consent_email": "false",  
 "communications_consent_phone": "false"  
 `}`  
`}`

Response Body (Success)​

`{`  
 "attempt": "01865164-44d2-ed12-db18-3ffeab6c5c71",  
 "id": "01865164-44d2-ed12-db18-3ffeab6c5c71",  
 "request_id": "01865164-44d2-ed12-db18-3ffeab6c5c71",  
 "status": "success"  
`}`

​