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How Automation Helped a Nonprofit Preserve Their Donation Flow During a Platform Transition

When one nonprofit faced the sudden sunset of their legacy donor platform, they knew they had to act fast — or risk losing critical donation data.
They had been using Kindful, a donor management system that had served them well until it was acquired and retired. Their team relied on Classy for donations, and with Kindful going offline, the next step was Bloomerang. But here’s the catch: Classy didn’t connect to Bloomerang out of the box.


That’s when our team stepped in.

They weren’t looking for a long-term engagement. They just needed someone to come in, understand the urgency, and make the systems talk to each other. So that’s exactly what we did — in just six booked hours, we helped them avoid a potential blackout in their donation processing.
Using Zapier, we created automation that ensured donations from both Classy and PayPal were captured and synced into Bloomerang, even while the Kindful transition was still underway. We also implemented smart logging via Zapier Tables to cover a specific PayPal use case where donation types weren’t identifiable in the platform UI.
As their team put it
“We had a cutoff point before we’d lose everything.”
 
That’s not just pressure — that’s mission-critical. And we responded with a tailored, agile solution.
 

The results?

  • 543 donations processed just in the first month post-migration
  • Zero interruption to donor workflows
  • A system that’s now future-ready for additional integrations like Rally Corp
  • And a team that feels confident and in control of their tech stack again
 
For nonprofits and mission-driven teams, platform shifts aren’t just about data — they’re about continuity, impact, and trust.
We know that every donation counts. So our approach is simple: get in fast, adapt quickly, and leave you better equipped to keep doing the work that matters.
 
If you’re facing a system transition or need to automate processes between platforms that don’t quite “fit,” we’re here to help.
 
Let’s make your tools work for you — not the other way around.
 
 
 
 
 
 
 
 
 
 
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