Automated donation receipt generation and email dispatch

Purpose

1. Automate donation receipt generation and dispatch process for monasteries to minimize manual intervention and administrative burden.

2. Automatedly collate donor details, donation amounts, and timestamps to instantly create digital receipts.

3. Automate the process of emailing receipts in compliant formats for donor recordkeeping and tax efficiency.

4. Enhance transparency and accountability in monastery fundraising by automating acknowledgment and tracking.

Trigger Conditions

1. Online donation form submitted (e.g., via website, mobile app, payment gateway).

2. Donation confirmed on third-party platforms (PayPal, Stripe, Razorpay).

3. Manual donation entry into monastery’s CRM or spreadsheet.

4. Bank transaction alert that matches donation reference criteria.

5. Fundraising event ticket purchased or pledge fulfilled, triggering automated receipt workflow.

Platform Variants

1. PayPal

 • Feature/Setting: Webhooks – automate triggering on successful donation; API for pulling donation data.

2. Stripe

 • Feature/Setting: Payment Intent Succeeded webhook automates data extraction; Receipts API for template customization.

3. Square

 • Feature/Setting: Payments Webhook for receipt automation; Orders API for templated mail dispatch.

4. GoCardless

 • Feature/Setting: Mandate payment succeeded webhook to automate receipt data capture.

5. Razorpay

 • Feature/Setting: Payment webhook automates info retrieval for receipt generation.

6. QuickBooks

 • Feature/Setting: Automated Sales Transaction API feeds into receipt generator.

7. Salesforce

 • Feature/Setting: Process Builder automate triggers on Opportunity Closed to auto-generate receipts.

8. Google Sheets

 • Feature/Setting: Sheet row triggers automate receipts via Apps Script mail merge.

9. Zoho CRM

 • Feature/Setting: Workflow Rules automate receipt on donation record creation.

10. Mailgun

 • Feature/Setting: Messages API automates bulk or triggered email receipt delivery.

11. SendGrid

 • Feature/Setting: Mail Send API automates email sending with templated receipts.

12. Office 365

 • Feature/Setting: Power Automate connector triggers on mail/donation form, automatedly sends receipts.

13. Gmail (Google Workspace)

 • Feature/Setting: Apps Script/Gmail API automates mail merge and sending.

14. Outlook

 • Feature/Setting: Microsoft Graph API automates custom receipt creation and sending.

15. Slack

 • Feature/Setting: Incoming Webhooks notify admins of each automated receipt dispatch.

16. HubSpot

 • Feature/Setting: Workflows automate email on form submission or deal won.

17. Freshdesk

 • Feature/Setting: Automator triggers on ticket creation for donation receipts.

18. Airtable

 • Feature/Setting: Automations run on new records, triggering receipt generation.

19. Xero

 • Feature/Setting: Invoices API automates donation receipt as financial documents.

20. Intercom

 • Feature/Setting: Automated messages post-donation trigger receipt delivery.

Benefits

1. Automates repetitive administrative tasks, freeing monastery staff for core missions.

2. Automatedly reduces errors and automates compliance with donor acknowledgment regulations.

3. Improves donor experience through instant, automated, and reliable receipts.

4. Enables scalable fundraising by automating high-volume receipt dispatch.

5. Automates data integration with financial and CRM systems for streamlined reporting.