Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

  • Home
  • Get Help
  • How Do I
  • How do I search in Salesforce for the donor and, if it finds them, add the donation to their record or create one if one isn't found?

I am trying to set up Salesforce for my small nonprofit.  We use Quickbooks for our accounting and enter donations as a new receipt in Quickbooks.  I want Salesforce to search for the donor and, if it finds them, add the donation to their record.  If it does not find them, then I want Salesforce to create a new account with the donation.  Is this possible?  I am particularly having trouble mapping all of the fields.  For example, what is “phone number” called?  Or, I have an object titled “12 month total giving” and “total lifetime gifts”.  How do I get a new receipt in Quickbooks to add to this total?  Is this something Zapier can do?

Hi @GSP ! Welcome to the Zapier Community- we love working with nonprofits!

This should be possible but I’m not 100% on the last bit regarding adding to the Quickbooks total. Could you share some screenshots of your configuration thus far (minus any personal info)?

@MohSwellam would love your take on the Quickbooks step here!

Thanks for the mention @Liz_Roberts 

 

Hi @GSP , most of this is pretty straightforward. The part about the “12 month total giving” and “total lifetime gifts” should be automated inside quickbooks based on the receipts, are they not? 

 

For the other part, you can make a trigger from Salesforce (not sure what you want the trigger to be) and add Action “Find Customer in Quickbooks” with clicking the option “Create Customer if not found” . Then add action Create Receipt in Quickbooks. 

 

Hope this helps :) 

Terms & Conditions