Integration templates

Whenever someone joins the directory in ChurchLinker, they appear in your Mailchimp welcome series the same second.

1. 1In Zapier, create a new Zap with trigger 'Webhooks by Zapier' → 'Catch Hook'.
2. 2Copy the Zapier-supplied URL.
3. 3In ChurchLinker → Settings → Webhooks, add the URL, subscribe to person.created only.
4. 4Click ⚡ Test fire to confirm Zapier sees the payload.
5. 5Add a Mailchimp step: 'Add/Update Subscriber' to your welcome list. Map data.firstName, data.lastName, data.email.
6. 6Toggle on. Done.

Tip: turn on Mailchimp's existing welcome automation. The webhook is just the trigger — Mailchimp handles the actual email sequence.

Treasurer's spreadsheet stays current to the second. No monthly export download, no copy-paste.

1. 1In Zapier, trigger 'Webhooks by Zapier' → 'Catch Hook'.
2. 2Add the URL to ChurchLinker → Settings → Webhooks, subscribe to donation.created.
3. 3Add a Google Sheets step: 'Create Spreadsheet Row' on your treasurer's sheet.
4. 4Map columns: date (data.donatedAt), amount (data.amount), currency, fund name (data.fund.name), method, Gift Aid Y/N.
5. 5Test fire from ChurchLinker, confirm a row lands. Toggle on.

We strip PII like the donor's name from the webhook by default. If you need it in the sheet, also GET /api/v1/donations/{id} from a follow-up Zap step using the API key.

The welcome team sees new guests in the channel they already live in. No second tool to check.

1. 1Zapier: trigger 'Webhooks → Catch Hook'.
2. 2Add to ChurchLinker webhooks, subscribe to person.created.
3. 3Add a Filter step: only continue if data.membershipStatus = VISITOR.
4. 4Add a Slack 'Send Channel Message' step. Channel #welcome-team, message: 'New visitor: {{firstName}} {{lastName}}{{#if email}}, {{email}}{{/if}}'.
5. 5Toggle on.

Sister churches, partner ministries or your council embed your live events calendar without rebuilding it elsewhere.

1. 1Create a public 'Community events' Google Calendar.
2. 2Zapier: trigger Webhooks → Catch Hook, action Google Calendar → Create Event.
3. 3Subscribe to event.created in ChurchLinker.
4. 4Map title, startDate, endDate, location.
5. 5Add a Filter: only fire if data.isPublic = true so internal staff meetings don't end up on the public calendar.

Add a daily Zap with 'Schedule by Zapier' + 'GET /api/v1/events?upcoming=true' to sweep historical events into the calendar on first setup.

First of every month: a one-screen email with last month's giving totals by fund, ready for the trustees meeting.

1. 1Zapier: 'Schedule by Zapier' → 'Every Month on day 1'.
2. 2Add a 'Webhooks by Zapier' GET step calling https://yourchurch.churchlinker.com/api/v1/donations?since={{last_month_start}}&limit=100 with header Authorization: Bearer cl_live_…
3. 3Add a Code step (JavaScript) to sum data.amount grouped by data.fund.name.
4. 4Add an Email step. Body is a small table generated from the totals.
5. 5Toggle on. Test by running once.

If your church has >100 donations/month, the API returns a nextCursor; loop the GET until hasMore is false. Or contact us and we'll add a /api/v1/donations/summary endpoint.

A Notion table that lights up green when a regular who hasn't been in 4 weeks checks in. The pastoral team sees who to greet on Monday.

1. 1Build a Notion table with columns: Member, Last Sunday Seen, Streak.
2. 2Zapier: trigger Webhooks, subscribe to event.attendance.recorded.
3. 3Lookup the existing Notion row for the person id (use Notion's 'Find Database Item').
4. 4If the gap since 'Last Sunday Seen' > 28 days, add a Slack/email alert to the pastoral team.
5. 5Update the row with today's date.

Make works for this too — its Notion integration is a touch more flexible for find-or-create patterns.

Someone joins a group → they get a WhatsApp from the leader within seconds, welcoming them with the meeting time and location.

1. 1Pre-approve a WhatsApp Business template message in Twilio: 'Welcome to {{group name}} — we meet {{day}} at {{time}}, see you there!'.
2. 2Zapier: trigger Webhooks, subscribe to the group event.
3. 3Twilio 'Send WhatsApp Message' action using the template SID.
4. 4Toggle on.

If you're already on Thrive or Kingdom, ChurchLinker has WhatsApp built in — this template is for churches who want to keep their existing Twilio workflows.

Welcome-team gets a card per new person, with the steps your church always does (welcome call, info pack, intro to a small group).

1. 1Zapier: trigger Webhooks, subscribe to person.created with a filter on membershipStatus = MEMBER.
2. 2Action: Trello 'Create Card' on your 'New members' board.
3. 3Use Trello's built-in checklist template (set up once on the board).
4. 4Map firstName, lastName, email into the card title and description.

Senior pastor or treasurer gets a discreet message above a threshold so they can send a personal thank-you note within the week.

1. 1Zapier: trigger Webhooks, subscribe to donation.created.
2. 2Add a Filter step: continue only if data.amount > 500.
3. 3Add a Slack 'Send Direct Message' step to the pastor or treasurer.
4. 4Message body: 'Heads-up: gift of £{{amount}} to {{fund.name}} just landed.'

Threshold tuning matters — too low and the channel becomes noise. Most churches we've talked to settle around 5× the median monthly gift.