Automated donation receipt generation and emailing

Purpose

1.1. Automatically generate donation receipts compliant with Anglican church requirements upon receipt confirmation.
1.2. Instantly send PDF/email receipts to donors, ensuring uniformity, accuracy, and timely acknowledgment.
1.3. Log donations and send notifications to finance/admin teams for transparency and audit.
1.4. Integrate with financial, CRM, and email systems to streamline administration and donor communication.
1.5. Enrich donor records with real-time donation data for ongoing engagement and compliance.

Trigger Conditions

2.1. New donation detected in church accounting system.
2.2. Submission of online donation form/payment gateway receipt.
2.3. Manual logging of cash/cheque donation by admin.
2.4. Bank transaction from pre-registered parishioner recognized in feed/API.
2.5. Receipt requirement flagged by donor via website or support channel.

Platform Variants

3.1. Microsoft Outlook
• Feature: Office Scripts with Power Automate—triggered on new donation email, generate PDF, email to donor.

3.2. Google Workspace (Gmail/Sheets/Docs)
• Setting: Apps Script triggers on new row in Sheet, uses Docs API for PDF, Gmail API to send email.

3.3. Salesforce Nonprofit Success Pack
• Function: Flow Builder or Process Builder—on new donation record, generate receipt via DocuSign API, send with Salesforce Email.

3.4. QuickBooks Online
• API: Webhook on new transaction, PDF generation via QuickBooks API, send email via connected service.

3.5. Xero
• API: New payment webhook, create document using Xero PDF API, email donor using Xero’s communication API or SMTP.

3.6. Stripe
• Setting: Payment succeeded webhook, generate receipt via Stripe Invoicing API, email with SendGrid API.

3.7. PayPal
• Feature: IPN (Instant Payment Notification), custom script generates compliant receipt, sends via SMTP API.

3.8. Mailgun
• Feature: Use Mailgun API for templated email delivery with PDF receipt attached after event trigger.

3.9. AWS Lambda
• Function: Event-triggered Lambda generates receipt and dispatches via Amazon SES.

3.10. Google Cloud Functions
• API: Triggered on new database entry, generates PDF via third-party API (e.g. PDFShift), sends via Gmail API.

3.11. Dropbox
• Feature: Save generated receipt to designated donor folder using Dropbox API, notify via email.

3.12. DocuSign
• API: Compose and send branded receipt for electronic delivery using DocuSign’s envelope API.

3.13. Zoho CRM
• Feature: Workflow automation on new donation, generate document using Zoho Writer API, email via Zoho Mail API.

3.14. Slack
• Setting: Notify finance or admin channel upon automated receipt generation using Slack API.

3.15. Twilio SendGrid
• Feature: Dynamic Templates for email and attachment API for sending PDF receipt triggered by webhook.

3.16. HubSpot
• Function: Automated workflow for new donation—document generation using third-party PDF API, dispatched by HubSpot email API.

3.17. FreshBooks
• API: Payment received event triggers FreshBooks API to compose/send receipt or notify admin.

3.18. Airtable
• Feature: Script block triggers on new donation record, receipts via third-party PDF/email API.

3.19. Notion
• API: Integrate via Notion API for donation tracking; call external PDF and email API via webhook.

3.20. Zapier Webhooks
• Feature: Multi-step zap on donation detection—generate PDF via PDFMonkey/Docupilot, email via Gmail/Mailgun API.

Benefits

4.1. Immediate and consistent donor acknowledgment supporting stewardship and engagement.
4.2. Eliminates manual entry, reduces admin errors and workload.
4.3. Ensures tax-compliant record keeping for donors and church.
4.4. Transparent real-time donation visibility for finance/admin.
4.5. Supports advanced donor analytics and reporting with accurate, automated logs.