Donation & Finance AutomationPurpose
1.2. Ensure every donation—via web, app, form, or payment gateway—is captured, acknowledged with a personalized receipt, and logged in appropriate systems for transparency and follow-up.
1.3. Enable robust audit trails, real-time reporting, and CRM updates for ongoing relationship management and targeted donor campaigns.
Trigger Conditions
2.2. Receipt of new payment event from payment gateway (e.g., payment_intent.succeeded).
2.3. New row added in Google Sheets or database reflecting a received donation.
2.4. Donation confirmation webhook received via payment processor API.
2.5. Email containing donation details received in monitored inbox.
Platform Variants
3.1. Stripe
• Function/API: Use “payment_intent.succeeded” webhook; Configure endpoint to receive donation status events.
3.2. PayPal
• Function/API: Enable “IPN (Instant Payment Notification)”; Set notification URL to pick up donation events.
3.3. Square
• Function/API: Listen to “Payment.created” webhook for new donations.
3.4. Razorpay
• Function/API: “payment.captured” webhook; connect to receive event upon donation finalization.
3.5. Authorize.Net
• Function/API: “Webhook Notification Event: net.authorize.payment.authcapture.created”; configure endpoint accordingly.
3.6. Braintree
• Function/API: Receive donation event via “Transaction Disbursed” webhook.
3.7. Donorbox
• Function/API: “Donation.successful” webhook to trigger collection and acknowledgment sequence.
3.8. Pushpay
• Function/API: Use API to subscribe to “New Donation” events; configure callback for action.
3.9. Tithe.ly
• Function/API: Enable integration for “Donation Received” webhook push.
3.10. Kindrid
• Function/API: Access “Transaction” notifications via webhook endpoint.
3.11. Planning Center Giving
• Function/API: Webhook on new Gift Created; hook to financial reconciliation.
3.12. Subsplash Giving
• Function/API: Subscribe to Giving API on “Transaction.created”.
3.13. Givelify
• Function/API: Enable “Donation Received Notification” webhook.
3.14. GoFundMe Charity
• Function/API: Configure webhook to listen for “donation.completed”.
3.15. MailChimp
• Feature/Setting: Automated “Thank you” campaign via API trigger on new donor email.
3.16. Google Sheets
• Function/API: Use “On Row Added” event to detect new donations and launch workflow.
3.17. Salesforce Nonprofit Success Pack
• Feature/Setting: Utilize “Donation object” trigger and flow builder for acknowledgment automation.
3.18. HubSpot
• Feature/Setting: Webhooks or workflows triggered on “New Deal/Donation” pipeline entry.
3.19. QuickBooks Online
• Function/API: API to “Create Sales Receipt” on confirmed donations, for bookkeeping reflection.
3.20. SendGrid
• Feature/Setting: Auto-send personalized acknowledgment by configuring transactional email API on donation event.
3.21. Outlook/Office365
• Function/API: Monitor donation inbox using “When a new email arrives” trigger to start workflow.
3.22. Twilio SMS
• Feature/Setting: Use programmable messaging API to send text receipt on donation confirmation.
3.23. Slack
• Function/API: Incoming webhook to alert finance/admin team upon donation receipt.
3.24. Zapier
• Feature/Setting: “Catch Hook” for universal webhook routing to any downstream app for acknowledgment.
3.25. Microsoft Teams
• Function/API: Configure webhook connector to post acknowledgment in specified channel for team awareness.
Benefits
4.2. Automated records improve transparency and financial stewardship.
4.3. Error reduction from minimized manual entry.
4.4. Streamlined audit and compliance processes.
4.5. Instant reporting and visibility for leadership and finance teams.
4.6. Enhanced data quality for follow-up and future campaigns.