Marketing
SecureGive by Codex Solutions International
18 min
securegive is a digital giving platform designed for churches and nonprofits to accept donations online, in person, and via mobile integrating with make com enables automated donation management, streamlined reporting, and seamless connection to other tools this is ai generated content based on official securegive documentation the content may still contain errors—please verify important information if you have questions, contact securegive directly how to get support on securegive securegive is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=securegive\&app slug=securegive community\&app unique id=securegive bsma7x requirements to use the securegive app in make, you must have an active securegive account and receive access details via email after payment, create your account on securegive app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect securegive and {{product name}} to get started, you must first create a connection between securegive and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to obtain your unique access code to authenticate login to your platform using your credentials complete your payment for access to the securegive integration check your email inbox (and spam or junk folder) for an email from the provider locate the email containing your unique access code some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=securegive\&app slug=securegive community\&app unique id=securegive bsma7x create the connection in {{product name}} log in in your make account , add the securegive module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your securegive or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page securegive modules after connecting to the securegive app, you can choose from a list of available modules to build your {{scenario plural lowercase}} get batch by id fetch comprehensive information about a particular securegive batch by entering its unique id this module provides all the details associated with that specific batch get campaign by id fetch comprehensive information about a particular securegive campaign by entering its unique campaign id get category by id fetch comprehensive information about a particular securegive category using its unique id this module allows you to access all the details associated with that specific category get location by id fetch comprehensive information about a particular securegive location using its unique id this module allows you to access all the details associated with that specific location get locations fetches a list of securegive locations, allowing you to apply optional filters to narrow down the results based on your specific needs get member by id fetch comprehensive information about a particular member in securegive by using their unique member id get members fetch a detailed list of members from securegive, allowing you to narrow down your results by applying filters like name, email, membership status, or specific date ranges get pledge by id fetches and displays detailed information about a particular pledge when you provide its unique id get pledges fetches a list of pledges from your account, allowing you to narrow down the results by applying filters like specific members, locations, campaigns, or date ranges get recurring transactions fetches a list of your recurring transactions, allowing you to apply filters to narrow down the results based on your specific needs get recurring by id fetch comprehensive information about a particular recurring transaction using its unique id get transaction by id fetch comprehensive information about a particular transaction using its unique id this module allows you to view all the details associated with that specific transaction get all batches fetches a list of securegive batches, allowing you to apply filters to narrow down the results based on your specific needs get all campaigns fetches a list of securegive fundraising campaigns, allowing you to apply filters to narrow down the results based on your specific needs get all categories retrieve a detailed list of securegive categories, allowing you to apply optional filters to narrow down the results based on your specific needs gettransactions fetches a list of transactions from your account, allowing you to apply filters such as date range or transaction type to narrow down the results templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} securegive resources you can have access to more resources related to this app on the following links securegive website securegive documentation securegive api documentation securegive page on make