Charitable → WordPress UsersEvents and actions

Automate Charitable and WordPress Users together

Use Charitable events to run WordPress Users actions, or WordPress Users events to run Charitable actions. Explore both lists below to choose a workflow.

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

CharitableCharitableWordPress UsersWordPress Users
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Supported triggers and actions

Choose a trigger, then combine actions in the order you need. For a quicker setup, describe what you want to Noptin’s AI and let it build your automation rule.

When this happens (5)

  • CharitableWhen a donation is completed
  • WordPress UsersWhen someone creates a new account
  • WordPress UsersWhen a user account is deleted
  • WordPress UsersWhen a certain role is added to a user
  • WordPress UsersWhen a certain role is removed from a user

Do this (5)

  • CharitableChange the status of a donation
  • WordPress UsersCreate or update a user account
  • WordPress UsersDelete a user account
  • WordPress UsersAdd a role to a user
  • WordPress UsersRemove a role from a user
View all triggers and actions (18)

When this happens (5)

  • CharitableWhen a donation status changes
  • WordPress UsersWhen a user profile is updated
  • WordPress UsersWhen user's role is changed
  • WordPress UsersWhen someone logs in to their account
  • WordPress UsersWhen a user resets their password

Do this (3)

  • CharitableCreate or update a campaign
  • CharitableDelete a Charitable campaign
  • WordPress UsersSet a user's role

About this connection

How the two tools fit together

Charitable: Fundraising and donation management for WordPress.

WordPress Users: Send a bulk email to your WordPress Users. You can filter recipients by their user roles or custom fields.

Start here

Set up Charitable and WordPress Users with Noptin

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for Charitable and WordPress Users from Noptin → Extensions. How to activate your license.
  3. Install and set up 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. Choose an event from Charitable to start the automation.
  2. Choose an action from WordPress Users 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.

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