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Send SMS When a Pledge is Created

This guide will show you how to automatically send an SMS whenever a pledge is created in Evergiving, using a Zapier webhook integration.

Step 1: Create a Zap in Zapier

  1. In Zapier, create a Zap.
  2. Select Webhooks by Zapier as the app and choose Catch Raw Hook as the event.
  3. Click Continue to get the Catch Hook URL.

Step 2: Set Up Webhook in Evergiving

  1. In Evergiving, create a pledge export.
  2. Set the Output Type to Webhooks and the Target to Zapier.
  3. Enter the Catch Hook URL from Zapier.

Step 3: Customize Data for SMS

  1. Customize the data you send to Zapier for the SMS integration.

Step 4: Configure the Timing

  1. Choose how often the data should be sent. For example:
    • Send new approved pledges at specific intervals like 9 am, 11 am, 1 pm, 3 pm, 5 pm.

Example image:

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