Purpose
1. Automate the generation and delivery of donation receipts for children’s book store donations, ensuring compliance, donor satisfaction, financial tracking, and administrative efficiency.
2. Automated donation receipts eliminate manual errors, support regulatory needs, and provide donors with timely, consistent communication.
3. Automating this process ensures all donations—online, in-store, or via campaigns—instantly trigger receipt generation and delivery, with full data capture for audits and reporting.
Trigger Conditions
1. Automated trigger on successful donation transaction (payment gateway or POS system).
2. Automatedly triggered by new donation record in CRM or fundraising database.
3. Automator monitors donation form submissions (web, kiosk, app, email).
4. Automation initiates receipt on new cash, credit, or gift card donation logged.
5. API call or webhook signal from donation platform activates the workflow automatically.
Platform Variants
1. Stripe
• Feature: Webhooks—automate recipient of ‘payment_intent.succeeded’; configure HTTP endpoint to start receipt automation.
2. PayPal
• Feature: Instant Payment Notification (IPN)—automate on IPN message for payment completion; use listener URL for automation.
3. Square
• Feature: Orders API—automator checks for ‘ORDER_PAID’ event; configures API subscription for donation items.
4. Shopify
• Feature: Admin API—automatedly monitor donation product with order creation webhook; receipt automation on match.
5. WooCommerce
• Feature: Webhooks—trigger automation on ‘Order Completed’ for donation products via REST API endpoint.
6. Salesforce
• Feature: Process Builder/Flow/Apex Trigger—automate on new Opportunity or Donation record for receipt workflow.
7. Microsoft Dynamics 365
• Feature: Power Automate/Logic Apps—trigger on new donation entity; automation sends receipt email via Dynamics email API.
8. Blackbaud Raiser's Edge NXT
• Feature: Gift Added Webhook—automator catches new gift and triggers automated receipt via Blackbaud API.
9. Donorbox
• Feature: Webhook or Zapier integration—automated when new donation entry appears.
10. Mailchimp
• Feature: Automated email on API call or list update for donors—triggered receipt campaign.
11. SendGrid
• Feature: Transactional Templates—automate via API call; insert donor and donation parameters.
12. QuickBooks
• Feature: Automated Invoice—API event on new donation, configure custom template for donation receipt.
13. Xero
• Feature: Create Receipt API—automator initiates receipt on new donation contact/payment.
14. Zoho CRM
• Feature: Workflow Rule—automate custom function on donation module record creation for email/SMS receipt.
15. Google Sheets
• Feature: Apps Script Automation—on new row (donation), trigger script to generate and email automated receipts.
16. Airtable
• Feature: Automation—on new record in Donations table, automator sends email via Airtable Automations.
17. Pipedrive
• Feature: Workflow Automation—trigger when a deal moves to ‘donation received’; send receipt with email API.
18. HubSpot
• Feature: Workflow Automation—automatably send receipts on new custom ‘Donation’ object change.
19. Constant Contact
• Feature: Automated Email Series—API call or list update starts automated donation receipt workflow.
20. G Suite (Google Workspace)
• Feature: Gmail API—automation script sends templated email when Google Form/new Sheet row (donation) entered.
21. Freshdesk
• Feature: Automator Triggers—automate sending ticketed receipt to donor’s email on new donation ticket.
Benefits
1. Automating donation receipts reduces manual admin, saves staff time, and cuts operational cost.
2. Automated processes increase receipt accuracy and donor trust.
3. Automation improves compliance with nonprofit/tax obligations.
4. Automator enables fast, paperless acknowledgment, enhancing donor experience.
5. Automated receipt databases streamline audits, reporting, and reconciliation.
Financial and Administrative Tasks