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Setting up Zapier for your Nonprofit

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A Zap is a formula for a task you want to do automatically, over and over. In words a Zap looks like this: When something happens on my website, do this thing in my other application. The first part—the part that happens on your website—is the Trigger and the second part is the Action.

Before you begin:

  • Know the task that you want to automate; identify your Trigger and your Action. Examples might be: When I get a donation through my website, create a new lead in Salesforce. --or-- When I get a new order from a catalog, create an invoice in Quickbooks. --or-- any number of other combinations.
  • Go to your website and submit the form (perform the trigger action), to have a fresh sample in your Springboard Message Center. If you know your trigger is when a Donation is received, then submit a sample donation. If you know you want something to happen when an order is placed, place a sample order. As you create your Zap, you'll use this sample data to choose which fields from your website form should go into the application. 
  • Make a note of your Website ID. Log into your Springboard and find it in the URL. When you first reach your dashboard, look at the URL. Your website ID is the 4 or 5 digit number at the very end.
website id in dashboard URL
 
 Anywhere else in your Springboard, the website ID is the 4 or 5 digit number that appears after "my.firespring.com/website/"
website id in springboard URL
 

Ready to get started? Here are the steps:

1. Sign up for your Zapier account.

Go to: zapier.com/sign-up.

sign up for a zapier account

2. Use our App on Zapier to connect your Springboard Account to make a Zap.

Click this invitation link for the Firespring 1.0.0 Zap.

    Click Accept Invite & Build a Zap

    Firespring zap invitation

    3. Make your Zap.

    On your Zapier dashboard, click Make a Zap!

    Make a Zap

    4. Create your Trigger step.

    Choose the Trigger app: Click Firespring (1.0.0).

    Firespring (1.0.0) Trigger app

    The zap contains four triggers:

    • messages.created
    • order.created
    • order.updated
    • order.approved

    Choose the type of message you want to use for the trigger, then click Save + Continue.
    Choose the trigger

    5. Connect your Firespring Account

    Now click Connect an Account and enter your Website ID from your Springboard URL. Click Yes, Continue.
    Connect website account

    Next, you'll be prompted to enter your Springboard login credentials. Do this, then click Save & Continue.

    6. Pick a Sample of Data to set up your Zap

    Zapier automatically pulls in Sample messages from your Springboard. Select one, and click Continue. (Click Get More Samples to have more to choose from). 

    sample message payload

    7. Create your Action step.

    Type the name of an App into the Search bar (or scroll down the page and browse popular apps). Choose your App and choose from the available Actions related to the app. Choose what happens in the application when data is sent from your website.

    choose the action app

    8. Edit the Template.

    Choose the fields of data from the website form that you want to go into the fields of the App. Click Continue. Then click Send Test if you want to send the sample to your App and see how it looks in there.

    9. Give your Zap a name and turn Zap ON.

    name your zap

    Congratulations! Your Zap is On and will run as soon as the Trigger occurs.
    turn zap On