Sending donation certificates to your donors’ email addresses is an important part of acknowledging and appreciating their contributions. It provides a professional and personalized touch, expressing your gratitude and strengthening your relationship with your donors. Traditionally, this process may involve manual steps such as generating PDF certificates, attaching them to individual emails, and sending them one by one.

With the combination of PDF.co and Zapier, you can automate this process and make it more organized. PDF.co allows you to programmatically generate high-quality PDF donation certificates from various sources, customize them with text formatting, watermarks, and other options, and save them to your preferred location.

In this article, we will guide you through the integration of PDF.co and Zapier to automate the process of sending donation certificates using PayPal resulting in a more organized and effective donor acknowledgment process. So without any further ado, let’s get started!

  1. Create a Zap
  2. Select Paypal App
  3. Test Trigger
  4. Test Trigger Result
  5. Add PDF.co App
  6. Connect PDF.co Account
  7. Setup Action
  8. Test Result
  9. Filled Donation Certificate
  10. Add Gmail App
  11. Connect Gmail Account
  12. Setup Gmail Configuration
  13. Test Gmail Email
  14. Send Email Result

We will use a sample donation certificate template and send it to the donor’s email address using PayPal via Gmail Email.

<em>Sample Donation Certificate Template</em>
Sample Donation Certificate Template

Step 1: Create a Zap

  • First, log into your Zapier account and click on the Create Zap button.

Step 2: Select Paypal App

  • Next, search and select the PayPal app.
  • Then, choose the Successful Sale option to trigger notifications only for completed and successful payments.

Select Paypal App

Step 3: Test Trigger

  • Now, copy the Webhook URL and paste it into your PayPal IPN (Instant Payment Notification) settings to enable and receive payment notifications for your application. After configuring the IPN settings and saving the Webhook URL, you can test the trigger to ensure successful sale notifications from your PayPal account are received.

Test Trigger

Step 4: Test Trigger Result

  • The test trigger was successful, confirming a successful sale from the PayPal account. Let’s now switch to another app and complete the donation certificate template. Once filled out, we can send it to the donor’s email.

Test Trigger Result

Step 5: Add PDF.co App

  • For this step, let’s add the PDF.co app and select the PDF Filler option to fill out the donation certificate template.

Add PDF.co App

Step 6: Connect PDF.co Account

  • Next, connect your PDF.co account to Zapier by adding your API Key. You can obtain the API Key from your PDF.co dashboard or by signing up at this link.

Connect PDF.co Account

Step 7: Setup Action

Let’s now set up the action in PDF.co.

  • First, input the direct URL of your source file. If you’re using a file instead of a URL, you can use the PDF.co File Storage to convert your file to a URL. This converted URL will be used for PDF.co processing.
  • Next, add the x and y coordinates, along with the page range, where you want to add the text in the donation certificate. Specify the font name and font size for the added text. You can easily get the coordinates of the document using the PDF.co PDF Edit Add Helper tool at this link.
  • Finally, specify the desired name for your output file.

Setup Action
After setting up the action, it’s time to test it by filling out the donation certificate and sending it to the donor’s email.

Step 8: Test Result

  • Excellent! The test has been successful and the donation certificate has been filled out. Copy the URL and paste it into your browser to view the output.

Test Result

Step 9: Filled Donation Certificate

  • Here is the donation certificate that we successfully filled out. We can now move on to the next step and integrate another application to automate the process of sending the donation certificate to the donor’s email.
Filled Donation Certificate
Filled Donation Certificate

Step 10: Add Gmail App

  • For this next step, we will be integrating the Gmail app and selecting the Send Email option to automate the process of sending the filled-out donation certificate directly to the donor’s email address.

Add Gmail App

Step 11: Connect Gmail Account

  • Now, proceed to connect your Gmail account to Zapier. This will grant the necessary access to your Gmail account for the automation process to work smoothly.

Connect Gmail Account

Step 12: Setup Gmail Configuration

Let’s configure the Gmail integration in Zapier.

  • In the To field, enter the PayPal Payer Email which is the email address of the donor to whom the donation certificate will be sent.
  • In the From field, add the PayPal Receiver Email which is the email address of the foundation that receives the donation.
  • Enter the Subject and Body of the email that you want to send to the donor’s email.
  • For the Attachment, include the URL of the filled donation certificate from PDF.co.

Setup Gmail Configuration
Setup Gmail Configuration

Step 13: Test Gmail Email

  • After setting up the Gmail configuration, it’s important to test the integration to ensure that the email is being sent to the donor’s email with the filled-out donation certificate attached.

Test Gmail Email

Step 14:Send Email Result

  • Congratulations on successfully sending the email with the filled-out donation certificate attached to the donor’s email address.

Send Email Result

In this tutorial, you learned how to send a donation certificate to the donor’s email with Paypal using PDF.co and Zapier. You learned how to use the PDF.co PDF Filler API to fill out the donation certificate.