Purpose
1.2. Automates the process of capturing donor consent, configuring recurring billing cycles, issuing timely reminders before due payments, processing donations, and generating digital receipts.
1.3. Enables donation process automation for website/app users, integrates donation forms, secures payment workflows, and automates follow-up with lapsed or sporadic donors to maximize sustained giving.
Trigger Conditions
2.2. Scheduled interval (e.g., monthly/quarterly) for upcoming donation payment.
2.3. Payment failure notification or missed donation detected.
2.4. Manual admin initiation for downgrades, upgrades, or cancellation.
2.5. Renewals for expiring payment methods or expiring recurring agreements.
Platform Variants
• Feature/Setting: automate recurring subscriptions via the Stripe Subscriptions API with webhooks for event triggers.
3.2. PayPal
• Feature/Setting: automate via PayPal Subscriptions API for recurring billing and automate IPN or webhook management for reminders.
3.3. Razorpay
• Feature/Setting: automate recurring payment order creation and automate the use of webhook endpoint for payment status notifications.
3.4. Twilio SMS
• Feature/Setting: automate SMS reminders using REST API send-message function; set up reminder triggers on failed or upcoming donations.
3.5. SendGrid
• Feature/Setting: automate donation confirmation/reminder emails through the Send Email API with dynamic template automation.
3.6. Gmail API
• Feature/Setting: automate personalized reminder emails and automate status notifications to donors.
3.7. Google Calendar
• Feature/Setting: automate scheduling timelines for reminders via Events API; add/modify donor follow-up events automatedly.
3.8. Mailchimp
• Feature/Setting: automate nurturing or follow-up campaigns triggered on donor action/inaction via Mailchimp REST API.
3.9. Salesforce
• Feature/Setting: automate recurring donor record creation and automate engagement journey updates using Process Builder or API.
3.10. HubSpot
• Feature/Setting: automate contact workflow triggers and automate reminder email series for donor segments.
3.11. Facebook Messenger API
• Feature/Setting: automate chatbot flows for reminders and automate donation intent follow-ups using Send API.
3.12. Slack
• Feature/Setting: automate administrative alerting on recurring payment events via Slack Incoming Webhooks API.
3.13. WhatsApp Business API
• Feature/Setting: automate automated reminders and payment confirmations to donor mobile numbers through templated messages.
3.14. QuickBooks
• Feature/Setting: automate donation transaction recording and automate receipt generation for each recurring payment.
3.15. Zoho CRM
• Feature/Setting: automate lead/donor pipeline updates based on recurring payment status using Workflow Automation settings.
3.16. Airtable
• Feature/Setting: automate donor record management and automate reminder field status tracking via API.
3.17. Trello
• Feature/Setting: automate task card creation for missed or upcoming donations using Trello API.
3.18. DocuSign
• Feature/Setting: automate donor agreement signatures for recurring setups using DocuSign Envelope API.
3.19. WooCommerce
• Feature/Setting: automate recurring donation product checkouts and automate donor notification settings.
3.20. Google Sheets
• Feature/Setting: automate tracking of recurring donor status and payment cycles automatedly via Sheets API.
Benefits
4.2. Reduces payment failures with proactive, automated reminders and seamless re-engagement workflows.
4.3. Automates multi-channel communication, ensuring donors are informed and retained across preferred contact points.
4.4. Streamlines donation record management and automates digital receipt generation for compliance and transparency.
4.5. Enables real-time automation for ashram staff, freeing their time for spiritual or community-focused tasks.