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Research integration between GiveWP, Neon, and Stripe #144

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MirandaEcho opened this issue Feb 21, 2020 · 8 comments
Open

Research integration between GiveWP, Neon, and Stripe #144

MirandaEcho opened this issue Feb 21, 2020 · 8 comments
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@MirandaEcho
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MirandaEcho commented Feb 21, 2020

Research possibilities for integration. Ideally directly between GiveWP and Neon, but also through Stripe if needed. End goal: Possible approaches and estimates for implementing them.

@MirandaEcho MirandaEcho added this to the Donation Page milestone Feb 21, 2020
@joshdarby joshdarby self-assigned this Feb 21, 2020
@joshdarby
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What's the actual goal here? For contact info from GiveWP to be pushed to Neon? What's the idea of integrating stripe with it for?

@MirandaEcho
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We want to replace the donation form on the INN page with GiveWP, but it needs to integrate with Neon so that donor info/donations are linked to contacts within Neon. We know Stripe integrates with Neon, but not to what extent or how that would work with GiveWP, or if there's a way to directly connect Give to Neon.

@MirandaEcho
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We need possible solutions with any corresponding limitations, and an estimate for what it would take to implement those.

@joshdarby
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joshdarby commented Feb 21, 2020

@MirandaEcho So, it looks like we can't directly connect GiveWP with Neon, but what we can do is create a Zapier account to connect the two.

Zapier looks like it will let us trigger an event when any of these things occur with Give:

  • New donation
  • Updated donor
  • New donor
  • Subscription completed
  • Refunded donation
  • Abandoned donation
  • Pending donation
  • Failed donation
  • Revoked donation
  • Deleted donation

Once any of those occur with Give, we can trigger an event in Zapier to do any of these events in Neon:

  • Create individual account
  • Create donation
  • Create activitiy
  • Create organization account
  • Link individual account to organization
  • Update individual account
  • Update organization account

I think the ideal setup for this would be when a new donation is made through Give, trigger the create a donation or create individual account event in Neon

Screen Shot 2020-02-21 at 12 28 57 PM

@joshdarby
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We need possible solutions with any corresponding limitations, and an estimate for what it would take to implement those.

@MirandaEcho Based on the comment above, I'm not sure what limitations we'll run into with the Zapier method until I can see actual defined requirements for this.

I'd think we could get it done in less than 2 hours using the Zapier method above, but I'd say 4 just to be safe so we can include testing and padding for any weirdness we run into.

@kaylima
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kaylima commented Feb 24, 2020

@joshdarby since there isn't a direct connection and we'll likely be using Zapier, are there any benefits/drawbacks to connecting via Stripe w/ Zapier instead of Give?

@joshdarby
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since there isn't a direct connection and we'll likely be using Zapier, are there any benefits/drawbacks to connecting via Stripe w/ Zapier instead of Give?

@kaylima I don't think it's necessary to connect Stripe with Zapier unless there's something that we want from Stripe's data to go into Neon that we can't get from Give.

@kaylima
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kaylima commented Feb 24, 2020

@MirandaEcho can you check with Cynthia to see if we already have a Zapier zap set up for Stripe <> NEON for other things? If so, we can piggyback on that for donation data. If not, we recommend setting up the one Josh mentioned above for GiveWP <> NEON.

Estimate from Josh:

I'd think we could get it done in less than 2 hours using the Zapier method above, but I'd say 4 just to be safe so we can include testing and padding for any weirdness we run into.

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