Add a record to an Object in Attio when a donation is completed
When a donation is completed
Add a record to an Object in Attio
Charitable → AttioEvents and actions
Use Charitable events to automate Attio
Choose an event from Charitable to start an automation, then choose from the Attio actions listed below. The action settings show what information you need to provide.
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Automations
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Add a record to a List in Attio when a donation status changes
- When a donation status changes
- Add a record to a List in Attio
Available in Noptin
Attio actions
Objects
2 actions
View actions
- Add a record to an Object in Attio
- Remove a record from an Object in Attio
Lists
2 actions
View actions
- Add a record to a List in Attio
- Remove a record from a List in Attio
Available in Noptin
Charitable events and actions
Donations
2 events · 1 action
View events and actions
Events
- When a donation is completed
- When a donation status changes
Actions
- Change the status of a donation
Campaigns
2 actions
View actions
- Create or update a campaign
- Delete a Charitable campaign
About this connection
How the two tools fit together
Charitable: Fundraising and donation management for WordPress.
Attio: Attio is a customer relationship management platform that offers tools for sales automation, marketing, customer support, and analytics to help businesses manage their interactions with customers, streamline processes, and improve sales performance.
What information can you send?
Connect Attio, then fill in the contact details it asks for. The available fields depend on your account.
Available details depend on the Charitable event or action you choose and any fields configured on your site. Available fields depend on the selected Attio object and the connected account.
Start here
Set up Charitable and Attio with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Charitable and Attio from Noptin → Extensions. How to activate your license.
- Install and set up Charitable on your WordPress site. Connect Attio in Noptin using the account or server details requested in its settings.
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Put it together
Set up the automation in WordPress
- Choose an event from Charitable to start the automation.
- Choose an action from Attio in the list above and fill in its required settings.
- Match the details from the first step to the fields in the second. Run a test, then turn on the rule.
Follow the automation rules guide if you need help creating the rule.
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