Automations
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Create a draft fundraising campaign in Charitable from a Everest Forms submission
When a specific Everest Forms form is submitted.
Create or update a campaign
Use a staff-reviewed campaign proposal form that collects a campaign title and description. Choose Campaign > Create or Update, map the submitted title and description to Title and Content, set Status to Draft, and leave Post ID blank to create a new campaign. Review the draft and finish its fundraising settings in Charitable before publishing.
About this connection
How the two tools fit together
Everest Forms: Drag and Drop contact form builder to easily create simple to complex forms for any purpose. Lightweight, Beautiful design, responsive and more.
Charitable: Fundraising and donation management for WordPress.
What information can you send?
First choose the Everest Forms form. Noptin then shows the answers that form collects, so you can send the right ones to Charitable.
Available details depend on the Charitable event or action you choose and any fields configured on your site.
Put it together
Set up the automation in WordPress
- Select the Everest Forms form whose submissions should start the automation.
- Choose an action from Charitable 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.
