Automating MOHID Workflows with Zapier


This guide outlines the process of integrating the MOHID system with Zapier to automate data synchronization with other applications. By connecting MOHID to Zapier, you can automatically send data, such as donors, donation transactions, and financial transactions, to platforms like QuickBooks Online, Salesforce, Google Sheets, and more.

What is Zapier?

Zapier is a web-based automation tool that connects different applications to create automated workflows, called "Zaps." A Zap consists of a Trigger and one or more Actions.

·        Trigger: An event that initiates a Zap (e.g., "A new donation is added in MOHID").
·        Action: The event that a Zap performs after the trigger occurs (e.g., "Create a new row in Google Sheets").

Important:

·     Data Sync: Only records created or updated after subscribing to the MOHID Zapier App will be sent to Zapier.

·     Testing: Always test your Zaps thoroughly and map fields correctly before publishing to ensure data integrity and prevent errors.

  • Backup: Make sure to complete the backup of your data before begin syncing with Zapier app integrated with MOHID system.

Step-by-Step Integration Guide

Step 1: Subscribe to the MOHID Zapier App:

  • Log in to your MOHID system.
  • Navigate to the add-on screen.
  • Enable the toggle for "Click to add Zapier."
  • Click the "Checkout" button.
  • Provide the required details to complete the subscription.
Once your subscription is complete, MOHID will begin preparing your data for integration.

Only records created or updated after subscribing to the MOHID Zapier App will be sent to Zapier.
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Step 2: Accept the Zapier App Invitation:

  • Check the email address registered with your MOHID account.
  • You will receive an invitation to connect with the MOHID App on Zapier. You must accept this invitation to use the MOHID app on Zapier.
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Step 3: Create a Zapier Account and Log In:

  • Go to https://zapier.com and create an account. If you already have one, then please log-in.
  • From the left sidebar, navigate to the "Zaps" section.
  • Click Create button> New Zap option
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Step 4: Setup a Trigger & Authenticate Your MOHID Account:

  • Click on "Trigger"
  • Search for "MOHID App"
  • Select the MOHID App to continue. (This is the private app and it will only be visible to you after the invitation in subscription email is accepted.)
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  • Choose the event that will start your Zap (e.g. New Donor, New Donation etc.)
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  • Click on your required account. A window will prompt you for your Masjid Key. You can obtain the key from Settings > General Information in your MOHID system.
  • Enter the Masjid Key in Zapier to establish the connection.
  • Click Yes, Continue to My MOHID button to connect Zap with MOHID account.
  • Click Continue
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Please refer to below detailed articles regarding instructions to sync your MOHID data with Google Sheets, QuickBook Online etc. You can sync the available data of MOHID App as per your requirement