Zapier allows you to connect Church Base to over 1,500 different platforms like QuickBooks, MailChimp and Google Docs. This allows you to automate information from Church Base when an action is triggered and send that information wherever you’d like.
An example would be sending a donations data to QuickBooks when a donor gives to your church.
To get started, create an account at Zapier.com. It’s completely free for over 75% of Zapier’s apps (like MailChimp) but they require a small monthly fee for premium integrations like QuickBooks.
For a full guide on Zapier and how to connect to different apps, click here.
In this example we’re going to automatically add a user/donor who registers in Church Base to a MailChimp List.
Step 1: Select this link, and click Accept Invite & Build A Zap
Step 2: Go to https://zapier.com/app/dashboard and select Create a Zap!
Step 3: Inside the search field, look for Church Base and select it.
Step 4: After selecting an app, it will ask you to choose a trigger. This is the action you’d like to initiate the data transfer to another app. In this use case, choose New User Added so anytime a user is added to your ChMS (through donation, your app, your onboard form, or added by you directly.)
Step 5: A popup will show a login window, this will happen anytime you choose an app you haven’t previously authorized. To authorize, just log in with the apps credentials, in this case your ChurchBase.com login.
Step 6: Under Action search and choose the app you’d like to send your data to.
In this case, we will use MailChimp.
Step 7: Now it will ask you to select an action to do in MailChimp. For this example we’re going to Add/Update Subscriber
Step 8: Once again, it will again ask you to authorize this app by signing in.
Step 9: After signing in, it will show the options, this is different for each app depending on where you’re sending the data. MailChimp will ask which list, group, etc. you’d like to add the person to and ask you to add the data you want to import.
For example, it will ask for the users email (pulled from Church Base).
Step 10: Once you’ve customized how you want the data to be imported by the app (MailChimp), test your action to make sure the data is feeding correctly.
Step 11: When your test is successful, select Publish so your Zap will automatically import your customized data.
Tip: You can add multiple steps or multiple places to send your data by selecting the “+” under any step. You may also add filters to filter the data from Church Base before sending it, to eliminate certain types of data.
For a full guide on how to use Zapier, click here.
Church Base Triggers
Triggers allow you to pull data when something happens, like when a donor gives, that can trigger sending the gift information into another app like QuickBooks or an excel sheet on Google Docs.
New Person Checkin
New User Added
New Event Created
New Donation Received
Church Base Actions
These are things you can have Church Base do with data imported from other apps.
Create Person (create a user in the ChMS)
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