Add a contact to a Campaign in Keap/Infusionsoft when a donation is completed
When a donation is completed
Add a contact to a Campaign in Keap/Infusionsoft
Charitable → Keap/InfusionsoftEvents and actions
Use Charitable events to automate Keap/Infusionsoft
Choose an event from Charitable to start an automation, then choose from the Keap/Infusionsoft 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 contact to a Tag in Keap/Infusionsoft when a donation status changes
- When a donation status changes
- Add a contact to a Tag in Keap/Infusionsoft
Create or update a contact in Keap/Infusionsoft when a donation is completed
- When a donation is completed
- Create or update a contact in Keap/Infusionsoft
Available in Noptin
Keap/Infusionsoft actions
Contacts
2 actions
View actions
- Create or update a contact in Keap/Infusionsoft
- Remove a contact from Keap/Infusionsoft
Tags
2 actions
View actions
- Add a contact to a Tag in Keap/Infusionsoft
- Remove a contact from a Tag in Keap/Infusionsoft
Campaigns
2 actions
View actions
- Add a contact to a Campaign in Keap/Infusionsoft
- Remove a contact from a Campaign in Keap/Infusionsoft
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.
Keap/Infusionsoft: Keap (formerly Infusionsoft) is an all-in-one CRM and marketing automation platform designed to help small businesses manage contacts, automate marketing tasks, and streamline sales processes to enhance customer relationships and drive growth.
What information can you send?
Connect Keap/Infusionsoft, 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. Lists, tags, and custom fields depend on the connected Keap/Infusionsoft account and the audience selected.
Start here
Set up Charitable and Keap/Infusionsoft with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Charitable and Keap/Infusionsoft from Noptin → Extensions. How to activate your license.
- Install and set up Charitable on your WordPress site. Connect Keap/Infusionsoft 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 Keap/Infusionsoft 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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