मुख्य सामग्री पर जाएं

Donorbox

If your church takes donations through Donorbox but tracks people and statements in B1, you can have Donorbox's instant Zapier triggers create matching donation records inside B1 — and create the donor as a B1 person if they don't already exist. No manual reconciliation, no monthly export.

Before You Begin

  • A Donorbox account with at least one campaign
  • A Zapier account
  • A B1Admin user with Edit Settings permission

What You Can Wire Up​

DirectionDonorbox triggerB1 action
Donorbox → B1New or Updated Donation (instant)Find Person → Add Donation
Donorbox → B1New or Updated DonorCreate Person
Donorbox → B1New or Updated Plan (recurring)Find Person → Add Donation (use Plan id as note)

Donorbox publishes its triggers as instant — they fire within seconds of a real donation. No polling delay.

Setup​

1. Mint a B1 API key​

In B1Admin: Settings → Developer → API Keys → New API Key. Scopes:

  • people:read — to look up the donor by email
  • people:write — to create them if they're new
  • donations:write — to record the gift

Triggers in this direction are Donorbox's, not B1's, so you don't need settings:write here.

2. Build the "record a donation" Zap​

  1. Trigger — Donorbox: New Donation. Connect with Donorbox's API key (in Donorbox: Account → Profile → API Settings).
  2. Action — B1.church: Find Person. Map the donor's email from the trigger to the Email search field.
  3. Action — Filter by Zapier (optional): only continue if the donor wasn't found, then…
  4. Action — B1.church: Create Person. Map first/last/email so the donor lands as a member, not just a gift record.
  5. Action — B1.church: Add Donation. Map:
    • Amount → data.amount
    • Donation Date → trigger's donation date
    • Fund → pick the B1 fund that mirrors the Donorbox campaign (Zapier lets you switch funds based on a filter or formatter step)
    • Method → "Online"
    • Notes → Donorbox transaction id (handy when reconciling)

Turn the Zap on. The next live donation through Donorbox lands in B1Admin → Donations automatically.

Common Recipes​

One Zap per fund​

If you run multiple Donorbox campaigns that map to separate B1 funds, the cleanest layout is one Zap per campaign with a Donorbox campaign filter at the top — that way the fund mapping is hard-coded and you skip the lookup step.

Treat updated donations as corrections​

Donorbox's New or Updated Donation fires on edits too. Use a Zapier Path step on event_type to fork: "new" → Add Donation, "updated" → Find Donation + Update (note: B1's Zapier app does not currently have an Update Donation action — for now, log "updated" events to a Slack channel for manual review).

Sync recurring plan changes to a Slack channel​

  • Trigger — Donorbox: New or Updated Plan
  • Action — Slack: Send Message to #donations (e.g. "Plan changed — Sarah's monthly gift is now $200")

Limits & Notes​

  • Match donors by email. Donorbox doesn't share B1's person id; the only durable join key is email. Donors who give under a different email will create a new B1 person — your monthly reconciliation should look for these.
  • Refunds aren't separately exposed — Donorbox emits a status update on the same donation. B1's Zapier app currently doesn't have an Update Donation action; the safe pattern today is to log refund events out-of-band and adjust the donation manually.
  • Test in Donorbox's sandbox first to avoid creating fake gifts in production B1. Donorbox provides test mode credentials separate from live.

Troubleshooting​

  • "Person not found" warning every run — that's fine if you've ordered the steps so a Create Person runs in the not-found branch. If the Create Person step never runs either, double-check the API key has people:write.
  • Donation amount looks 100× too big or small — Donorbox sends cents in some payload variants and dollars in others. Use a Formatter by Zapier — Numbers step to divide by 100 if needed.
  • Duplicate donations from a single gift — Donorbox fires both New Donation and Updated Donation. Either filter to event_type = "donation.succeeded" or build two Zaps with non-overlapping filters.

See Also​