Fundraise Up CharityEngine

Log canceled subscriptions on CRM deals

When a subscription is canceled in Fundraise Up, update the deal stage in CharityEngine so sales reps can attempt churn recovery.

Try:

See all Fundraise Up + CharityEngine integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Fundraise Up Explore Fundraise Up →

Triggers
New customer

Fires when a new customer is created in Fundraise Up.

Subscription canceled

Fires when a subscription is canceled in Fundraise Up.

New invoice generated

Fires when a new invoice is generated in Fundraise Up.

Payment failed

Fires when a payment attempt fails in Fundraise Up.

Actions
Create customer

Creates a new customer in Fundraise Up.

Create subscription

Creates a new subscription in Fundraise Up.

Cancel subscription

Cancels an existing subscription in Fundraise Up.

Update customer

Updates a customer's billing details in Fundraise Up.

CharityEngine Explore CharityEngine →

Triggers
New lead created

Fires when a new lead or contact is created in CharityEngine.

Deal stage changed

Fires when a deal moves to a new stage in CharityEngine.

Deal won

Fires when a deal is marked won in CharityEngine.

Contact updated

Fires when a field on a contact changes in CharityEngine.

Actions
Create or update contact

Creates or updates a contact in CharityEngine.

Create deal

Creates a new deal in CharityEngine.

Update deal stage

Moves a deal to a new stage in CharityEngine.

Log activity

Logs a call, email, or note against a record in CharityEngine.

Convert won deals into paying customers When a deal is marked won in CharityEngine, automatically create a new customer in Fundraise Up to start subscription billing. See details
Track invoice generation in customer activity logs When a new invoice is generated in Fundraise Up, log an activity record on the contact profile in CharityEngine. See details

See all Fundraise Up + CharityEngine integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log canceled subscriptions on CRM deals” between Fundraise Up and CharityEngine?

Yes — describe it in the box above and Knit's Integrations Agent researches Fundraise Up and CharityEngine's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Fundraise Up and CharityEngine help sales teams?

Sales representatives can track subscriber status, renewals, and churn directly within CharityEngine without needing access to financial tools.

Can a won deal automatically convert into an active billing customer?

Yes, winning a deal in CharityEngine can instantly create a corresponding customer account in Fundraise Up to streamline invoicing.

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