- Create a New Zap in Zapier.
- Select MOHID App as the Trigger App.
- Choose the New All Module Transactions as Trigger Event
- Authenticate using your Masjid Key.
- Click Continue
- Create a new Google Sheet with headers matching fields available in All Module Transactions Trigger Event e.g., id, reference_number, module_transaction_type, amount, status, transaction_date.
- Click on the + icon to add paths
- Click on the first Path option to start providing information
- Set the rule: Module Transaction Type contains donation.
- Click Continue button.
- Click Action, select Google Sheets.
- Choose Create Spreadsheet Row as Action Event.
- Connect your Google account
- Click Continue button
- Select the targeted drive, spreadsheet & worksheet.
- Map all relevant fields from Google Sheet to the fields available in the New All Module Transactions trigger event.
- Click Continue button
· You can either test the step or skip as required (it is recommended to complete the test).
- Rename your defined paths.
- Repeat above steps for all Module Transaction Type values as provided below.
· Click on Publish button if all the required setup is completed. This
will allow your Zap to run automatically every 2 mins and sync data from MOHID
to your Google Sheets.
The following transaction types are
included in the New All Module Transactions trigger:
- donation
- program
- membership
- fundraiser
- pledge
- bulletinboard
- muntazim
Step 2: Create Update All Module Transactions zap:
This zap will ensure that if transaction's record is updated in MOHID then it is synced with your google sheet(s).
· Click Create button> New Zap option
· Click on App and Search MOHID App. Provide your Masjid Key to authenticate the app to MOHID system and connect Zapier with MOHID app.
· For Trigger Event, select “Update All Module Transaction”.
· Click on Continue. Then Click Test Trigger.
· You can either complete the test step or skip as required (it is recommended to test the trigger).
- Click on the first Path option to start providing information
- Set the rule: Module Transaction Type contains donation.
- Click Continue button.
· Click on Action
- Under the "Action" step, search and select Google Sheets.
- Choose the event: Lookup Spreadsheet Row.
- Connect your Google account.
- Click Continue
· Select the Drive and Spreadsheet details to which you want to sync the data from MOHID.
· For Lookup Column, select the column that holds Transaction ID (it is a unique identifier for your data)
· For Lookup Value, map the ID field from the MOHID Zapier App.
· Enable the option: Create Google Sheets Row if it doesn’t exist yet
· Now complete the mapping of the columns in your Google Sheet to the MOHID data.
· Click on Continue
· You can either test the step or skip as required.
· Click on + sign to add an action. Now we will define details to update the record in google sheet.
· Click on Action
- Under the "Action" step, search and select Google Sheets.
· Choose the Action Event: Update Spreadsheet Row.
· Click on Continue button
· Select the Drive and Spreadsheet details to which you want to sync the data from MOHID.
· Click on 3 dots for Row
· Click on Custom
· Click on Lookup Spreadsheet Row in Google Sheet
· Select Row field
· Complete the mapping of all the remaining fields to get data from Mohid App.
· Click Continue button when all the mapping is completed
· You can either test the step or skip as required (it is recommended to complete the test).
- Rename your defined paths.
- Repeat above steps for all Module Transaction Type values as provided below.
· Click on Publish button if all the required setup is completed. This
will allow your Zap to run automatically every 2 mins and sync data from MOHID
to your Google Sheets.
Value List of Module Transaction Type:
The following transaction types are
included in the Update All Module Transactions trigger:
- donation
- program
- membership
- fundraiser
- pledge
- bulletinboard
- muntazim
Trigger Fields
New All Module Transactions
Field Name | Description |
ID | Transaction ID |
Reference Number | Reference number (e.g., SR-000123) |
Transaction Type | Type of transaction (e.g., Sales Receipt) |
Payment Method | Transaction payment method (e.g., Cash, Credit/Debit
Card, eCheck/ACH) |
Module Transaction Type | Type of module transactions (e.g., donation,
program) |
Module Category Name | Transaction category (e.g., Masjid
Construction, Donation) |
Donor ID | Donor ID |
First Name | Donor first name |
Last Name | Donor last name |
Phone | Donor phone number |
Email | Donor email address |
Address 1 | Donor address 1 |
Address 2 | Donor address 2 |
Country | Donor country name |
State | Donor state name |
City | Donor city name |
Zipcode | Donor zipcode |
Amount | Transaction amount |
Status | Status of transaction |
Transaction Date | Date of transaction |
Field
Name | Description |
ID | Donor ID |
First Name | Donor first name |
Last Name | Donor last name |
Phone | Donor phone number |
Email | Donor email address |
Address 1 | Donor address 1 |
Address 2 | Donor address 2 |
Country | Donor country name |
State | Donor state name |
City | Donor city name |
Zipcode | Donor zipcode |
Donor Type | Type of donor |
Status | Status of donor |
Registration Date | Registration Date of donor |