Track campaign milestones
When a campaign reaches its goal in TapKat, update the campaign row in Microsoft Excel.
See all TapKat + Microsoft Excel 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.
TapKat Explore TapKat →
TriggersFires when a new donation, pledge or investment is recorded in TapKat.
Fires when a donor sets up a recurring gift in TapKat.
Fires when a fundraising campaign or round in TapKat hits its goal.
Creates or updates a donor or investor record in TapKat.
Sends a donation receipt via TapKat.
Starts a new fundraising campaign in TapKat.
Microsoft Excel Explore Microsoft Excel →
TriggersFires when a row is added to a sheet in Microsoft Excel.
Fires when a row or column changes in Microsoft Excel.
Fires when a new spreadsheet or worksheet is created in Microsoft Excel.
Adds a new row to a sheet in Microsoft Excel.
Updates the values in an existing row in Microsoft Excel.
Finds a row by a column value in Microsoft Excel.
More TapKat + Microsoft Excel workflows
Log every donation in a sheet
When a new donation or investment is recorded in TapKat, add a row to Microsoft Excel.
See details
Create donors from rows
When a new row is added in Microsoft Excel, create or update the donor in TapKat.
See details
See all TapKat + Microsoft Excel integrations → · Browse the full workflow library →
Common questions
Can Knit build “Track campaign milestones” between TapKat and Microsoft Excel?
Yes — describe it in the box above and Knit's Integrations Agent researches TapKat and Microsoft Excel'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.
Can donations be logged in a spreadsheet?
Yes. Each new donation or investment in TapKat can be added as a row in Microsoft Excel with the donor, amount, campaign and date.
Can I add donors from a sheet?
When a row is added in Microsoft Excel, TapKat can create or update the donor or investor, which suits event and offline gifts.