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.

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.


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


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.)

- Choose
the event that will start your Zap (e.g. New Donor, New
Donation etc.)

- 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


Please refer to below detailed articles regarding instructions to sync your MOHID data with Google Sheets: You can sync the available data of MOHID App as per your requirement