Donations & FinancePurpose
1.2. Ensure compliance with Anglican church regulations and government financial standards.
1.3. Reduce manual workload, eliminating errors, and speeding up statement preparation.
1.4. Enable seamless audit trails and donor communication for year-end financial reporting.
Trigger Conditions
2.2. Financial closing: Starts once year-end donation records are finalized in the accounting system.
2.3. Manual admin trigger: Permissioned user initiates upon audit verification.
2.4. Data upload: Begins when donor and transaction CSV or database is uploaded.
Platform Variants
3.1. Microsoft Outlook API
• Feature/Setting: Use Graph API’s /sendMail endpoint.
• Sample: Configure automated personalized year-end emails from finance@domain.
3.2. Gmail API
• Feature/Setting: Use ‘users.messages.send’ for templated HTML statement delivery.
• Sample: OAuth2 authorization, batch email campaign with PDF attachments.
3.3. SendGrid
• Feature/Setting: Use the "Mail Send" v3 Web API for mass email with dynamic data.
• Sample: Template ID, dynamic donor merge fields.
3.4. Mailgun
• Feature/Setting: Use 'messages' API endpoint for batch sending with inline PDFs.
• Sample: Define recipient variables for mail merge.
3.5. Twilio SendGrid
• Feature/Setting: Use Event Webhook for status monitoring on statement delivery.
• Sample: Trigger SMS backup on “bounce” event.
3.6. DocuSign
• Feature/Setting: API to send document as “View Only.”
• Sample: Email secure statement with audit confirmation for opening.
3.7. Dropbox API
• Feature/Setting: ‘/files/upload’ endpoint for storing annual statements.
• Sample: Send secure share links to donors.
3.8. Google Drive API
• Feature/Setting: ‘Files: create’ and ‘Permissions: create’ for each PDF.
• Sample: Automated permission set for donor only.
3.9. Slack
• Feature/Setting: Use chat.postMessage API for admin update channels.
• Sample: Notify staff of statement distribution status.
3.10. Salesforce
• Feature/Setting: Email Integration/Process Builder action for compliant delivery.
• Sample: Trigger after year-end giving report completion.
3.11. QuickBooks Online
• Feature/Setting: QBO API extract and confirm donation totals.
• Sample: Define workflow for only reconciled transaction export.
3.12. Xero
• Feature/Setting: Accounting API retrieve ‘Receipts’ for each donor.
• Sample: Output as PDF with donor reference.
3.13. HubSpot
• Feature/Setting: Workflows API for email send—custom tokens for donations.
• Sample: Year-end campaign scheduling.
3.14. Zoho CRM
• Feature/Setting: Deluge Scripts for record extraction and Mail Merge.
• Sample: Automate attachments of PDFs in emails.
3.15. AWS SES
• Feature/Setting: SendRawEmail API for mass, templated, attachment email.
• Sample: Use Lambda for logic trigger.
3.16. Azure Logic Apps
• Feature/Setting: Logic Apps connector for OneDrive, Outlook, Excel.
• Sample: Chained batch processing and delivery flow.
3.17. Zapier
• Feature/Setting: Multi-step Zaps linking accounting/CRM to email modules.
• Sample: Automated trigger on CSV upload.
3.18. Freshdesk
• Feature/Setting: Automation rules to create tickets for undelivered emails.
• Sample: Route to finance or admin team for follow-up.
3.19. Jotform
• Feature/Setting: Prefilled documents for year-end summary using API.
• Sample: Distribute to donors via secure email links.
3.20. Adobe Sign
• Feature/Setting: Generate and send digitally-signed PDF receipts via API.
• Sample: Log donor views and downloads through webhook.
Benefits
4.2. Protects sensitive data with secure, trackable delivery methods.
4.3. Reduces manual administrative labor and related errors.
4.4. Centralizes donor interaction and provides full audit trail for compliance.
4.5. Increases donor satisfaction and operational transparency.