QuillForms → CharitableEvents and actions

Use QuillForms submissions to automate Charitable

When a specific QuillForms form is submitted, start an automation, then choose from the Charitable actions listed below. The action settings show what information you need to provide.

Already using Noptin? Learn how to create an automation rule.

QuillFormsQuillFormsCharitableCharitable
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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.

Create a draft fundraising campaign in Charitable from a QuillForms submission

  1. QuillFormsWhen a specific QuillForms form is submitted.
  2. CharitableCreate 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.

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

Available in Noptin

QuillForms events

Forms

1 event

  • When a specific QuillForms form is submitted.

About this connection

How the two tools fit together

QuillForms: Choose the QuillForms form that starts the automation. Noptin receives its submitted answers even when QuillForms entry storage is disabled.

Charitable: Fundraising and donation management for WordPress.

What information can you send?

First choose the QuillForms 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.

Start here

Set up QuillForms and Charitable with Noptin

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for QuillForms and Charitable from Noptin → Extensions. How to activate your license.
  3. Install and set up QuillForms and Charitable on your WordPress site.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Put it together

Set up the automation in WordPress

  1. Select the QuillForms form whose submissions should start the automation.
  2. Choose an action from Charitable in the list above and fill in its required settings.
  3. 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.

Ready to connect QuillForms and Charitable?

Build the automation in your WordPress dashboard with Noptin.

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