Donation and Fundraising AutomationPurpose
1.2. Automate compliance with tax regulations by delivering legally compliant receipts via email, SMS, or document portal.
1.3. To streamline donor management by automating tracking, reporting, and centralizing donation receipts.
1.4. To provide donors with immediate, accurate, and consistent proof of contributions, automating trust-building and record-keeping.
1.5. Automating recurring receipt issuance for scheduled donations and one-time contributions with audit ready, automated trails.
Trigger Conditions
2.2. Receipt of payment notification via API from online payment platforms.
2.3. Bank webhook notifications signaling new paid-in deposits.
2.4. Manual batch import of cash donation records into donation management system.
Platform Variants
3.1. Stripe Payments
• Feature/Setting: Webhook for `payment_intent.succeeded`—configure webhook endpoint to trigger receipt automation workflow.
3.2. PayPal
• Feature/Setting: IPN (Instant Payment Notification) endpoint for payment completions to automate issuance flow.
3.3. Razorpay
• Feature/Setting: Payment success webhook (Configure Webhook URL in Razorpay Dashboard to automate receipt issuance).
3.4. Square
• Feature/Setting: Payments API with `payment.created` webhook to automatedly generate digital receipts.
3.5. QuickBooks
• Feature/Setting: Automated receipt generation via “Create Sales Receipt” API on new transaction.
3.6. Zoho Books
• Feature/Setting: Automation Rules > New Customer Payment triggers “Send Receipt” mail merge.
3.7. Salesforce
• Feature/Setting: Workflow Rule—Create Email Alert when Opportunity Stage changes to Closed Won (Donation received).
3.8. HubSpot
• Feature/Setting: Workflow Automation > Payment Received—Send template email with receipt attachment.
3.9. Xero
• Feature/Setting: Automated Invoice/Receipt email via “New Payment” event in WorkflowMax integration.
3.10. Google Sheets
• Feature/Setting: Script automation on row addition to trigger Apps Script for document creation and email.
3.11. Airtable
• Feature/Setting: Automation—when record enters “Donated” view, auto-generate and send PDF receipt.
3.12. Mailgun
• Feature/Setting: Automated transactional receipt emails via REST API on donation event.
3.13. Mandrill (Mailchimp Transactional)
• Feature/Setting: Send template receipt email on webhook event from payment gateway.
3.14. DocuSign
• Feature/Setting: Template envelope automation triggered by API on new donation.
3.15. Dropbox Sign (HelloSign)
• Feature/Setting: API automation to fill PDF receipt template and email to donor’s address.
3.16. Freshdesk
• Feature/Setting: Automated ticket & receipt email creation on incoming payment query via API.
3.17. Twilio SendGrid
• Feature/Setting: Automated email receipts triggered by API on donation event.
3.18. SMS (Twilio SMS)
• Feature/Setting: Automated SMS receipt notification via Programmable SMS API post-payment.
3.19. SAP
• Feature/Setting: Automate creation of FI document (customer receipt) via BAPI_ACC_DOCUMENT_POST.
3.20. Oracle NetSuite
• Feature/Setting: Workflow action to issue PDF/email receipts on sales order marked as donation.
3.21. Microsoft Power Automate
• Feature/Setting: Automator flow reads donation data from trigger, sends branded receipt email.
3.22. Slack
• Feature/Setting: Automated notification in channel for every issued receipt via Incoming Webhook.
3.23. Dropbox
• Feature/Setting: Automated saving of receipt PDFs in structured donor folders via API.
3.24. Google Drive
• Feature/Setting: Scripted automation to create and share receipt PDFs in donor-specific folders.
Benefits
4.2. Ensures automated, instantaneous delivery of receipts, improving donor satisfaction.
4.3. Automates audit trails and financial transparency, supporting regulatory reporting.
4.4. Reduces staff workload via end-to-end automating of routine receipt tasks.
4.5. Enables scale as donation volume increases—automation in place supports high growth without extra resources.