Automation / Triggers

Let technology do the heavy lifting

You're already doing incredible work for your cause - we'll help you automate the time-consuming tasks so you can focus on what truly matters.

Donorfy's automation for nonprofits is designed to handle the busywork in the background, from thank-you emails to data updates and task assignments. Now, you can spend less time on admin, and more time making an impact.

Lift less fingers

Donorfy Triggers and fundraising automation tools give you the power to streamline everything from supporter communications to internal workflows.

Smart triggers

Set up "when this happens, do that" rules that respond to supporter activity automatically.

Email automation

Send personalised thank-you messages and targeted campaigns, without manual effort.

Save time

It goes without saying: more automation = more time for other tasks.

Task management

Automatically assign follow-up tasks to team members when key supporter activities happen.

Data updates

Keep supporter records current with automatic tagging, preference updates and data syncing.

Seamless integrations

Your connected ecosystem running 24/7, keeping your tools in perfect harmony.

Your day to day

Donorfy's fundraising automation takes care of the repetitive tasks that eat up your day.

Whether it's automatically sending a thank-you email when someone donates, assigning a stewardship task when a major gift comes in, or syncing data between your email platform and CRM, you can set it up once and let it run in the background.

Donorfy's Triggers feature makes automation simple - no coding required, just straightforward "if this, then that" logic. And with powerful integrations connecting Donorfy to tools like Mailchimp, JustGiving, Xero, and dozens more, your entire tech stack works together.

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Charities saving time with automation

CUSTOMER STORIES

You're in great company - charities across the UK are using Donorfy's automation for nonprofits to reclaim hours every week.

Snow Camp

How Snow Camp saved the equivalent of a full-time role by enhancing efficiency.

Blythswood Care

How Acorns Children's Hospice segment smarter and save time with Donorfy.

Birmingham Dogs Home

How National Churches Trust save time and stay personal with Donorfy

What are Donorfy Triggers and how do they work?

Triggers are automation tools that respond to supporter activity — like donations, form submissions, or record updates — by automatically performing actions such as sending emails, assigning tasks or updating data.

Think of them as helpful "when this happens, do that" instructions that run in the background.
Do I need technical skills to set up fundraising automation?

Not at all! Donorfy's automation tools use simple drop-down menus and straightforward conditions, no coding or technical expertise required. If you can create a basic spreadsheet formula, you can set up powerful automation workflows!
Can automation handle more than just email marketing?

Absolutely! While automated email sequences are popular - especially with integrations with DotDigital and Mailchimp - our automation for nonprofits can also assign tasks to team members, notify staff about major gifts, update supporter preferences, sync data between systems and much more.

It's about automating any repetitive process, not just communications.
How do integrations save time?

Our integrations automatically sync data between Donorfy and your other tools, like Mailchimp, JustGiving, Xero and Stripe.

This means donation data flows seamlessly into your CRM, email lists stay updated automatically and financial records sync without manual data entry.

Explore Donorfy's Integrations
What's the biggest time-saver for most charities?

Most charities see the biggest impact from automating donor stewardship workflows.

When someone makes their first donation, becomes a regular giver or reaches a giving milestone, automated triggers can send personalised thank-you emails, assign follow-up tasks, and update supporter records — all without anyone having to remember to do it manually.

Smart automation for nonprofits

Let technology do the heavy lifting

Lift less fingers

Your day to day

Donorfy's fundraising automation takes care of the repetitive tasks that eat up your day.

Charities saving time with automation

Working smarter, not harder

Discover fundraising automation