Donor & Fundraising AutomationPurpose
1.2. Seamlessly manage sign-ups, recurring billing, donor communications, failed payment handling, and record-keeping.
1.3. Optimize donor retention, ensure consistent funding, and reduce manual intervention for increased operational efficiency.
1.4. Support multi-channel donor engagement (email, SMS, CRM, payments) and integrate donation data with fundraising analytics.
Trigger Conditions
2.2. Existing subscription renewal date arrives.
2.3. Payment failure detected by payment processor.
2.4. Donor requests to update or cancel subscription.
2.5. Donor reaches a fundraising milestone or preset anniversary.
Platform Variants
3.1. Stripe
• API: Subscription Create/Update Webhook
• Automate subscription initiation, card update, payment retries.
3.2. PayPal
• API: Billing Agreement Webhooks
• Capture new/renewed/monthly payments automatically.
3.3. Salesforce Nonprofit Success Pack
• Feature: Recurring Donations Object
• Sync donor records, alert fundraiser teams on anniversaries.
3.4. Mailchimp
• API: Campaign Trigger & Audience Automation
• Send welcome, renewal, or failed payment emails.
3.5. Twilio
• API: Message Create
• SMS notifications for thank-yous, payment issues, status changes.
3.6. HubSpot
• API: Deal & Workflow Automation
• Track donors in CRM, trigger follow-ups on renewal or lapse.
3.7. Donorbox
• Webhook/API: Post-donation Subscription Events
• Unified subscription management and donor comms.
3.8. GoCardless
• API: Mandate Webhooks
• Automate SEPA/ACH subscription renewals and failures.
3.9. QuickBooks Online
• API: Invoice Creation & Payment Status
• Financial record sync for recurring donations.
3.10. Gmail
• API: Auto responder/filter
• Confirmation, update, and cancellation emails to donors.
3.11. Google Sheets
• API: Append/Update Rows
• Real-time subscription status and metrics dashboard.
3.12. Zoho CRM
• API: Module Automation (Subscriptions/Contacts)
• Map donor journeys, automate follow-up after donations.
3.13. Xero
• API: Payment Received Trigger
• Reconcile recurring donation receipts in accounts.
3.14. Slack
• API: Channel Message/Post
• Alert donation officers of high-value subscriptions or failures.
3.15. Freshdesk
• API: Ticket Create
• Log donor queries and support for payment or subscription issues.
3.16. ActiveCampaign
• API: Automation Trigger
• Segment and nurture recurring donors, automate upsell offers.
3.17. Facebook Lead Ads
• API: New Lead Webhook
• Auto-create donor records on recurring interest opt-in.
3.18. Zapier Webhooks
• Function: Incoming/Outgoing Webhook
• Bridge unsupported or custom application integrations.
3.19. Trello
• API: Card Create
• Visual project tracking for high-value donor management.
3.20. Microsoft Teams
• API: Send Message
• Internal notification on donor anniversaries or monthly reporting.
Benefits
4.2. Reduction of manual data entry, errors, and missed renewals.
4.3. Automated responses and retention communications maximize donor lifetime value.
4.4. Unified data for analytics, reporting, and strategic fundraising.
4.5. Scalable management of growing recurring donor base, ensuring sustainability for animal protection initiatives.