How to Send Charitable Data to Zendesk

Zendesk is a helpdesk platform. Charitable manages a donation is made through a fundraising campaign, but sending that data to external platforms needs an integration. AFI bridges that gap to Zendesk.

Why not just use Zapier?

For connecting Charitable to helpdesk, a cloud automation service adds cost and a dependency on an external server. AFI runs on your site with no task limits.

What you will need

• A WordPress site with Charitable installed and configured.
• A Zendesk account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Zendesk to AFI

Zendesk uses OAuth 2.0 for authentication. In AFI → Settings → Zendesk, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Charitable to Zendesk.

2. Pick your trigger

Select Charitable as the form provider. AFI fires when a donation is made through a fundraising campaign, giving you access to donor name, email, donation amount, campaign ID, and gateway.

3. Select Zendesk as the destination

Choose Zendesk from the platform dropdown and pick Create Ticket. This creates a ticket in Zendesk.

4. Map fields

Match each Zendesk field on the left to the corresponding Charitable field on the right. Common mappings include donor name, email, donation amount, campaign ID, and gateway. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in Charitable. Check Zendesk to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps subject, description, and email to Zendesk with unlimited records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which Charitable events trigger the integration?

AFI fires when a donation is made through a fundraising campaign. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect Charitable to Zendesk in minutes.