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Pledge It for Charities Zapier integrationAutomate Pledge It for Charities with Zapier.
The Pledge It for Charities Zapier integration gives you 3 triggers, 0 actions and 0 searches. It listens to your fundraising campaigns and passes new donors, new fundraisers and charged donations on to the rest of your tools. It works on the free plan.
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What the Pledge It for Charities Zapier integration actually does
Pledge It for Charities runs online fundraising for nonprofits, mostly peer-to-peer and virtual fitness campaigns. Connected to Zapier, it becomes a source: each time something new lands in a campaign, a Zap can carry it into another app. It only reads. Nothing goes back into Pledge It.
Three typical outcomes, each tied to one real trigger. A thank-you list that fills itself: New Donor picks up each new donation record so your email or CRM tool can greet the donor. A team roster that stays current: New Fundraiser spots every person who joins a campaign and hands them to your onboarding sheet or chat channel. A finance log you can trust: New Transaction only fires once a donation is actually charged, which is the one you want for bookkeeping.
Now the part the app page does not spell out. Zapier offers no action for this app: you cannot create a donor, edit a campaign or refund anything from a Zap. There is no search step either, so a Zap cannot look up an existing donor. And all three triggers work by polling, so nothing arrives the second it happens. If you need to write into Pledge It, Zapier is not the tool for that part.
Comparing platforms? The Make vs Zapier comparison is a good place to start before you commit.
Zapier words, in plain English
New to Zapier? These eight words cover everything on this page.
- Zap
- The automation you build: one trigger, then one or more actions that run every time the trigger event happens.
- Trigger
- The event that starts the Zap. Here, a new donor, a new fundraiser or a charged donation in your campaign.
- Action
- What the Zap does after it starts: the step that writes, sends or moves something for you in another app.
- Task
- The unit Zapier bills. One task is one action your Zap completes successfully; your plan counts those.
- Polling trigger
- A trigger Zapier checks on a timer. It asks the app for new items at a fixed interval and keeps only the unseen ones.
- Instant trigger
- A trigger the app reports itself, the moment the event happens. None of the Pledge It triggers work this way.
- Filter
- A step that lets the Zap go on only when the incoming item meets your condition, and stops it otherwise.
- Connection
- Your Pledge It account linked to Zapier once, then reused by every step that needs that app.
What it really costs
Pledge It for Charities is not a premium app, so it runs on the free plan. The trigger never costs a task, and neither does Zapier checking for new items, however often it looks.
- Free plan100 tasks a month, unlimited Zaps
- Zap size on free2 steps: one trigger, one action
- Trigger cost0 tasks
- Premium appNo
You pay with tasks, one per action that succeeds. A donation copied into one sheet costs one task; add a Slack message and the same donation costs two. A failed action is not counted at all. The free plan stops at two steps: one trigger and one action. A filter or a second action makes the Zap multi-step, and a multi-step Zap needs a paid plan. On a trigger-only app like this one, that two-step limit is usually the first wall you hit.
Connect your Pledge It for Charities account
- 01
Open your Apps page
In Zapier, go to the Apps page of your account and click + Add connection. A dialog opens: type Pledge It for Charities in the search box and pick it from the list.
- 02
Sign in to Pledge It
Click Add connection. A new tab opens on Pledge It for Charities. Sign in there with the account that runs your campaigns. If some campaigns belong to someone else, that account needs access to them.
- 03
Grant access
Allow Zapier to reach the account. From then on, the connection is reused by every Zap you build on this app, so you only do this once per Pledge It account.
Your first Zap: log every charged donation
GoalEach donation charged in one campaign lands as a new row in a spreadsheet.
- 01
Pick the trigger
Create a Zap, choose Pledge It for Charities as the app and New Transaction as the event. Select your connection, then the campaign the Zap should watch.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent items from your account, so you map fields on a real donation instead of a guess.
- 03
Add the action
Add Google Sheets as the action, pick Create Spreadsheet Row, then map what the trigger returned into the columns of your sheet. Two steps in total, so this Zap runs on the free plan.
- 04
Test, then publish
Test the action and check the row it wrote. Then click Publish to switch the Zap on. Only donations charged after that point will come through.
The 3 Pledge It for Charities triggers
3 events start a Zap when something happens in Pledge It for Charities. Zapier checks for them at the interval your plan allows.
New Donor
Polling triggerIn Zapier“Triggers when a new donation is created.”
Starts your Zap when someone makes a new donation in the campaign you picked, and hands that donor record to the next step. It reacts to the donation being created, not to the payment going through.
New Fundraiser
Polling triggerIn Zapier“Triggers when a new fundraiser is added to the campaign.”
Fires when a new fundraiser joins one of your campaigns. This is the peer-to-peer side of Pledge It: the people who raise money on your behalf, rather than the people who give it.
New Transaction
Polling triggerIn Zapier“Triggers when a donation is successfully charged.”
Kicks off a Zap once a donation has been successfully charged. Of the three, it is the only one that tells you money actually moved, so it suits anything financial.
When it breaks
Zapier attaches no help article to this app, and no app-specific limit is documented. What follows are the general Zapier limits that apply to these three triggers.
With a trigger-only app, trouble usually comes from timing and history rather than from errors. If a Zap looks broken, check these four cases first, then the Zapier troubleshooting page.
Older donations never show up
A Zap only reacts to what happens after you switch it on. Donations and fundraisers that already existed are not picked up; moving that backlog is a separate job.A big import gets held back
If a campaign suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold those items back instead of running them all.No duplicates, by design
Zapier remembers what it has already seen on a polling trigger, so the same donor or transaction does not start the Zap twice, even if it is checked again.A filter means a paid plan
On the free plan a Zap holds two steps only. Adding a filter or a second action turns it into a multi-step Zap, which asks for a paid plan.
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