A Step-By-Step Guide to Integrating Apps with MobileCause through Zapier
WRITTEN BY Rob Hulette
Many nonprofits are aware that MobileCause offers integration of donations and other settled monetary transactions to the following CRMs: Salesforce, Raiser’s Edge, DonorPerfect, Bloomerang, eTapestry, Kindful, Neon, NetSuite, Virtuous, as well as an available sFTP daily sync of reports for consumption by your system. We also integrate to Constant Contact for email campaigns.
Far fewer nonprofits are aware of the tools MobileCause offers for organizations to create their own integrations. Or the fact that they can likely integrate, with little effort and without an IT/Development team, to well over 2,000 apps through easy to use products available online today such as Zapier.
Over the course of several blogs, we’ll take a look at the primary options available through MobileCause to empower your team to create their own custom integrations. Then, we’ll discuss some key field definitions, best practices/considerations, and a few great ways to easily include custom data for ease of use. The primary methods of custom integration are Webhooks, API, and Import. Today we’ll start with a subset of Webhooks, Zapier. When a lot of people hear Webhook they think of Zapier, and for good reason. The ubiquitous integration company offers integrations to over 2,000 popular apps while making the process easy enough for those without a strong technical background.
Integrating Any App with MobileCause through Zapier
Below we’ve outlined how to integrate MobileCause with a popular email service provider, Mailchimp, through Zapier. Without an integration to Mailchimp or other email service providers, MobileCause users have to manually import new contacts for each email campaign. Although Mailchimp is used in the example below, MobileCause users can establish a connection to thousands of other apps using Zapier. The instructions below can serve as an outline for connecting other apps to MobileCause as well.
Step 1: Connect Mailchimp with Zapier
To get started with Zapier, create a Zapier account if you do not already have one. Here I have logged in and navigated to the Dashboard on the left hand side. Then I searched for “Webhooks by Zapier” under “connect this app…” and the destination app, MailChimp in this case, under “with this one!”.
Then, select “Catch Hook” under “When this happens…” and the action you would like to perform under “then do this!”. The options will vary by app you are connecting to, here I would like to Add/Update Subscriber in Mailchimp when the MobileCause form fill occurs.
Step 2: Connect Mailchimp to MobileCause within Zapier
As we continue through the process Zapier walks us through each step, Zapier provides you with a Webhook URL. You will want to copy and paste this into the “Callback URL on form submission” field under the “Embed Code” section on a MobileCause form at app.MobileCause.com to use in your first test. In the next steps, Zapier will have you submit the form so that you have sample data to map with. You will want to use realistic test data for testing to make it easier to identify the proper fields for mapping.
I’ve created a quick form with first name required, last name optional, and email address required. Optionally I can obtain their cell phone number for future outreach or last minute cancellation texts as desired. Zapier then has us fill out the form with sample data to use for the mapping. Here it has found the sample request just moments after the form is filled.
Step 3: Map Fields within Mailchimp
Next, we are prompted to log into my MailChimp account to connect them.
The sample data makes it even easier to fill out the mapping, so use data that looks real. Email address should be mapped to email address. Name fields mapped as expected. We are basically done here. As we come to the end of Zapier’s walkthrough setup all that is left is to turn the integration, called a “Zap” on in the upper right: A test form fill is then made, and we check in MailChimp for the outcome: Success. This is a simple integration, but Zapier offers over 2,000 apps for you to connect to, such as Quickbooks and many CRM and email tools.
You can get started searching for an app to connect to here:
There is a demonstration video here:
As well as help documentation here:
Want to take advantage of MobileCause’s Open API?
Request a MobileCause demonstration for your organization.
There are other integration services similar to Zapier out there that accept webhooks, but Zapier is the most common. If you don’t find a Zap for your destination app you may want to look around, though.
Now that we’ve breached the subject of integrations, look for future blogs on webhooks, the MobileCause API, exporting and importing data into your systems, and best practices tips/tricks to setting up your own integrations.
Director of Support, IT and Integrations
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