Donation receipt and acknowledgment automation

**Purpose**

1.1. Systematically generate donation receipts and acknowledgment emails for donors post-donation, ensuring immediate gratitude, supporting compliance, audit-readiness, and reinforcing donor trust.
1.2. Automate cross-channel communication—email, SMS, print—tailored to donor preferences and integrate with accounting and CRM for accurate donation tracking.
1.3. Synchronize with donor management, finance, and reporting for financial transparency and simplified end-of-year documentation.

**Trigger Conditions**

2.1. Receipt of donation via payment gateway or offline entry.
2.2. Confirmation of fund transfer in financial software.
2.3. Update in donor management or CRM system.
2.4. Scheduled batch acknowledgment (e.g., daily all cleared donations).

**Platform Variants**

3.1. PayPal
• API: Instant Payment Notification (IPN)/Webhooks — Detect completed donation event.
3.2. Stripe
• API: “checkout.session.completed” webhook — Trigger on successful donation.
3.3. Square
• API: Payment Webhooks — Monitor transaction and capture donation confirmation.
3.4. QuickBooks
• Feature: “Create sales receipt” API — Issue official donation receipt post-payment.
3.5. Salesforce Nonprofit Success Pack
• Feature: Outbound message or Apex Trigger — Send donor detail to automation on record update.
3.6. HubSpot CRM
• API: Workflow Trigger — “Donation received” property update.
3.7. Microsoft Dynamics 365
• Feature: Power Automate Flow — Track new donation and trigger acknowledgment.
3.8. Google Sheets
• Feature: On row added trigger — New donation data triggers receipt workflow.
3.9. Xero
• API: “Create Invoice” — Generate receipt and attach PDF for donor.
3.10. Mailchimp
• Feature: Automated Email — “Subscriber Added to List” event tied to donation form.
3.11. SendGrid
• Feature: Transactional Templates — Send dynamic receipt and thank-you message.
3.12. Twilio SMS
• API: Programmable SMS — Deliver instant acknowledgment on donor’s phone.
3.13. WhatsApp Business API
• Feature: Template Message — Dispatch donation confirmation with unique receipt code.
3.14. DocuSign
• API: Envelope Creation — Attach digital receipt for e-signature (if needed).
3.15. Zoho Books
• API: Automatic Payment Thank-You — Issue custom financial acknowledgment with receipt.
3.16. Slack
• API: Incoming Webhook — Notify internal finance when donation receipt is sent.
3.17. Google Drive
• API: “Create File” — Store generated PDF receipt in secure folder.
3.18. Dropbox
• API: “Upload File” — Save copies of acknowledgment and receipts for compliance.
3.19. Trello
• API: “Create Card” — Document each donation and receipt for workflow tracking.
3.20. Freshdesk
• API: Ticket Automation — Log donor queries and attach receipts automatically.
3.21. Intercom
• API: Send in-app or email follow-up tied to donation event.
3.22. Zendesk
• API: Trigger — Open and close acknowledgment tickets for audit log.

**Benefits**

4.1. Reduced manual processing and error-proof confirmation to donors.
4.2. Seamless compliance and audit-readiness with instantly retrievable and standardized receipts.
4.3. Improved donor satisfaction due to real-time, multi-channel acknowledgment.
4.4. Synchronization with financial and CRM systems for consistent records and analytics.