Resources · Make integration

FundraisingBox Make integrationAutomate FundraisingBox with Make.

Can your donation records keep themselves up to date? The FundraisingBox Make integration gives you 19 modules: one trigger, 14 actions and 4 searches. This page shows fundraising teams how to link the account and build a first scenario.

Try the FundraisingBox integration on MakeSee the 19 modules

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What you can automate

What can the FundraisingBox Make integration do for you?

The FundraisingBox Make integration lets Make read and write your donations and contacts without code. You build a scenario, which is the automation itself: a chain of modules, each one a brick that watches, searches or changes something in FundraisingBox or in another app you use.

A donor file that follows every gift. Watch new donations spots each new donation, and Create a communication entry for a contact records the follow-up on the donor, so nobody has to remember who was thanked.

Clean contacts from outside forms. When people sign up elsewhere, Search contacts checks whether they already exist, then Update a contact or Create a contact keeps one record per person, with Create an address for a contact when a postal address comes in.

Donations entered once. A gift recorded in another tool can land in FundraisingBox through Create a donation, and Update a custom field of a donation tags it the way your team sorts campaigns.

One honest limit: Make's own documentation for this app is marked as limited, because little public information exists about it. Test each module with Run once before trusting it, and keep Make troubleshooting close. Make an API call covers what the listed modules miss. If you are weighing tools, read n8n vs Make; if you want help building it, see our Make agency.

Connect

How do you connect FundraisingBox to Make?

  1. 01

    Add a FundraisingBox module

    In your scenario, add any FundraisingBox module, then click Create a connection. A connection is your FundraisingBox account linked to Make once, then reused by every FundraisingBox module you add later.

  2. 02

    Name the connection

    Give it a name you will recognize, such as the organization it belongs to. This step is optional, but it helps a lot the day you manage several FundraisingBox accounts in the same Make workspace.

  3. 03

    Authorize and save

    Authorize Make on the FundraisingBox page that opens, or paste the key FundraisingBox gives you if Make asks for one. Then click Save, and the module can list your data.

First scenario

Your first scenario with FundraisingBox

GoalWhen a new donation arrives in FundraisingBox, Make logs a communication entry on the donor's contact.

  1. 01

    Create the scenario

    Open the Scenarios page, create a new scenario and click the big + to add the first module. Everything you build next hangs from it.

  2. 02

    Add Watch new donations

    Search for FundraisingBox, pick Watch new donations and click Create a connection to link your account. This module starts the scenario each time it finds new donations.

  3. 03

    Add the communication entry

    Click the + on the right of the trigger and pick Create a communication entry for a contact. Fill its fields by mapping data from the donation that the trigger passes along.

  4. 04

    Test with Run once

    Click Run once. Make runs the scenario one time and shows the bundles each module received, a bundle being one item, here one donation. Check the contact data before going further.

  5. 05

    Set the schedule and switch on

    On the first module, open the clock and set how often Make checks: every 15 minutes by default. Then switch the scenario on, and new donations get logged without you.

Triggers

What starts a FundraisingBox scenario

1 module starts a scenario when something happens in FundraisingBox. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by FundraisingBox as soon as it happens.

FundraisingBox1Watch new donations

Watch new donations

triggerIn the docs only

This trigger hands your scenario each donation that is new since the last check, so everything that should follow a gift can happen without anyone opening FundraisingBox. Each donation arrives as its own bundle.

How it fires
scheduled, as its Watch name suggests (the directory gives no type, so check for the clock badge). Make checks the app on the scenario's schedule, every 15 minutes by default and never faster than 15 minutes on the Free plan, so it is not real time.
When to use it
any flow that should react to a gift, like logging a follow-up on the donor or copying the donation to a spreadsheet.
Watch out
the documentation gives no detail on this trigger, so run it once and read the bundle before mapping anything.
Modules

What FundraisingBox can do in Make

FundraisingBox gives you 18 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

FundraisingBox1

Create a communication entry for a contact

ActionIn the docs only

You get a written trace of an exchange on the donor's record, so the whole team sees who was contacted and about what, straight inside FundraisingBox.

When to use it
right after a gift or a sent thank-you email, to log the follow-up automatically.
Watch out
it needs to know which contact to write on, so place a search or a trigger before it.
FundraisingBox2

Create a contact

ActionIn the docs only

This adds a brand-new person to FundraisingBox from data collected anywhere else, for example a sign-up form or an event list, with no retyping.

When to use it
when someone new enters your world outside FundraisingBox.
Watch out
it creates a record every time it runs. Put Search contacts in front so an existing donor does not end up twice in your base.
FundraisingBox3

Create a donation

ActionIn the docs only

A gift recorded in another tool shows up in FundraisingBox as a proper donation, so your totals stay in one place instead of being split across systems.

When to use it
when donations are collected through a channel that does not write to FundraisingBox by itself.
Watch out
run it once with a test gift and check the result, since the documentation lists no required fields.
FundraisingBox4

Create an address for a contact

ActionIn the docs only

This attaches a postal address to a donor who already exists, which is what you need before any letter, receipt or mailing goes out on paper.

When to use it
when a form or a later exchange brings an address that FundraisingBox does not have yet.
Watch out
if an address is already on file, Update an address of a contact is the better choice, or you may stack duplicates.
FundraisingBox5

Delete a contact

ActionIn the docs only

This removes a person from FundraisingBox for good, which keeps your base clean when someone asks to be erased or when a test record slipped in.

When to use it
as the last step of a cleanup flow that has already confirmed the right contact.
Watch out
a deletion does not come back. Test with Run once on a dummy contact before pointing it at real donors.
FundraisingBox6

Delete a donation

ActionIn the docs only

This erases a donation record from FundraisingBox, useful when a gift was entered by mistake or twice and would otherwise inflate your figures.

When to use it
after a search has pinned down the exact donation to drop, never on a whole list at once.
Watch out
there is no undo. Keep a copy of the donation elsewhere before deleting if your accounting might need it.
FundraisingBox7

Get a contact

ActionIn the docs only

You receive the full record of one contact you already point to, so the next modules can use the name, address or custom fields it holds.

When to use it
when a previous module gives you a contact reference and you need the rest of the details.
Watch out
it reads one known contact; to find someone by a value such as an email, Search contacts is the right module.
FundraisingBox8

Get a donation

ActionIn the docs only

This fetches every detail of one specific donation, so a later step can reuse the amount or the donor without asking anyone to look it up.

When to use it
when another app hands you a donation reference, for instance after a payment update, and you need the full record.
Watch out
without a valid reference the module has nothing to read, so check the mapping during Run once.
FundraisingBox9

List all contacts

SearchIn the docs only

This brings back your contacts as a series of bundles, one per person, which is handy to copy the whole base into a sheet or another tool.

When to use it
for a full export or a one-off sync, not to find a single person.
Watch out
every returned contact runs the following modules once, and each run counts as an operation on your Make plan.
FundraisingBox10

List all donations

SearchIn the docs only

You get your donations one bundle at a time, the raw material for a report, a dashboard or a check against your bank records.

When to use it
when you need the complete history rather than only what arrived recently, which is the job of Watch new donations.
Watch out
a long history means many bundles, and so many operations counted by Make down the line.
FundraisingBox11

Make an API call

ActionIn the docs only

This module reaches any endpoint of the FundraisingBox API with the connection you already have, which covers what the other listed modules do not.

When to use it
when you need an operation that none of the listed modules offers.
Watch out
you write the request yourself, so keep the FundraisingBox API reference open, and test it with Run once before switching the scenario on.
FundraisingBox12

Search contacts

SearchIn the docs only

This finds the people that match what you look for and returns zero, one or several contacts, which lets a scenario decide between updating and creating.

When to use it
before Create a contact, to avoid duplicates when a new sign-up may already be a donor.
Watch out
plan for the empty result and for several matches, and read the bundles in Run once to see what comes back.
FundraisingBox13

Search donations

SearchIn the docs only

You get only the donations that match your criteria, zero, one or several, instead of the full history that List all donations sends back.

When to use it
to spot a precise gift before updating or deleting it, or to pull a subset for a report.
Watch out
several matches mean the next module runs several times, so narrow the search before any change.
FundraisingBox14

Update a contact

ActionIn the docs only

This changes the details of a contact who already exists, so a new phone number or a corrected name flows into FundraisingBox without manual edits.

When to use it
when a form or a CRM sends fresher information about a known donor.
Watch out
it acts on one contact you point to, so find it first with Search contacts and check the match during Run once.
FundraisingBox15

Update a custom field of a contact

ActionIn the docs only

This sets a single custom field on a donor, perfect for tags your team invented, like a segment or a consent flag, without touching the rest of the record.

When to use it
when one event should change one piece of information, such as marking a donor as thanked.
Watch out
the custom field has to exist in FundraisingBox first, since Make can only fill what is already there.
FundraisingBox16

Update a custom field of a donation

ActionIn the docs only

You write one custom value onto a donation, which keeps your own labels, such as a campaign code or a receipt status, in sync with what happens elsewhere.

When to use it
after another app confirms something about the gift, like a receipt that has been sent.
Watch out
that custom field must already exist in FundraisingBox. If you skip creating it first, the module simply has nothing to fill.
FundraisingBox17

Update a donation

ActionIn the docs only

This corrects or completes an existing donation so the record in FundraisingBox matches reality after a change in another system.

When to use it
when a payment tool reports a change on a gift you already track in FundraisingBox.
Watch out
pinpoint the donation with Search donations or Get a donation first, and check the bundle during Run once before changing real data.
FundraisingBox18

Update an address of a contact

ActionIn the docs only

This replaces a postal address a donor already has on file, so your next mailing goes to where the person actually lives now.

When to use it
when someone reports a move through a form, an email or your support tool.
Watch out
it changes an existing address; for a contact with no address yet, use Create an address for a contact instead.
Need help

Need help automating FundraisingBox with Make?

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FAQ

FundraisingBox and Make: common questions

01Is the FundraisingBox Make integration free?
Yes, FundraisingBox is a standard app in Make, so it works from the Free plan. That plan allows 2 active scenarios, runs scheduled scenarios at most every 15 minutes, stops a run after 5 minutes, handles files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) bring the interval down to 1 minute, remove the cap on active scenarios and allow runs of up to 40 minutes. Usage is counted in credits, and each module run on one bundle uses one operation. This page gives no FundraisingBox pricing.
02What do you need to connect FundraisingBox to Make?
A FundraisingBox account you can sign in to and a Make account. The Make documentation lists no other prerequisite for this app. You add any FundraisingBox module, click Create a connection, optionally name it, authorize Make on the FundraisingBox page or paste the key FundraisingBox provides, then click Save. The same connection then serves all 19 modules. Since the documentation is marked as limited, if something blocks, check your access rights on the FundraisingBox side before anything else.
03Does the FundraisingBox trigger react in real time?
No. Watch new donations works as a scheduled trigger, judging by its Watch name, since Make lists no type for it; the clock badge on the module confirms it: Make checks FundraisingBox on the scenario's schedule and picks up the donations that are new since the last check. A new scenario checks every 15 minutes by default. On the Free plan, 15 minutes is also the shortest interval; paid plans can go down to 1 minute. FundraisingBox has no instant trigger in Make, so a gift reaches your scenario at the next check, not the second it is made.
04What if a FundraisingBox module is missing in Make?
Use Make an API call. It reaches any endpoint of the FundraisingBox API with the connection you already set up, so anything the other listed modules do not cover can still be done in the same scenario. You write the request yourself, which calls for the FundraisingBox API reference. Also note that Make's own documentation for this app is marked as limited, so test every module with Run once and read the bundles before activating a scenario.
05Should you use Make or n8n for FundraisingBox?
It depends on where the rest of your automations live. On Make, FundraisingBox offers the 19 modules described on this page, including a scheduled trigger for new donations and a module for direct API calls. Many apps also exist as n8n nodes, so check whether FundraisingBox is one of them before deciding. Pick the tool that already holds your other connections, and the one where the exact modules you need exist. Neither choice is ranked here.
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