Financial & Billing AutomationPurpose
1.2. Automates cross-platform syncing, real-time dashboards, reconciliation, notifications, and documentation required for financial transparency and auditing.
1.3. Automatedly enables organizations to monitor fundraising progress, automate grant milestones, and support recurring donations for improved sustainability.
Trigger Conditions
2.2. Scheduled report automation (daily, weekly, monthly) for donation and grant activities.
2.3. Automator detects new records in spreadsheets, CRMs, or accounting platforms.
2.4. Automated trigger from email/SMS notification of confirmed pledge or grant approval.
Platform Variants
• Feature/Setting: Use Nonprofit Success Pack APIs for automating record creation and updating opportunities, allocations, and donor info.
3.2. QuickBooks Online
• Feature/Setting: Use Donations endpoint and automatedled journal entries for financial syncing.
3.3. Blackbaud Raiser's Edge NXT
• Feature/Setting: Automate import and sync via REST API event hooks for new gifts and grants.
3.4. Microsoft Power Automate
• Feature/Setting: Automatedly connect SharePoint, Outlook, and Excel for triggered flows on new transactions.
3.5. Zapier
• Feature/Setting: Triggers for new Stripe/PayPal transactions with actions to update Sheets/CRMs.
3.6. Stripe
• Feature/Setting: Webhook event “payment_intent.succeeded” for automator linking to CRM or finance automation.
3.7. PayPal
• Feature/Setting: IPN/API calls to automate donation receipt, contact sync, and automated email response.
3.8. Google Sheets
• Feature/Setting: Automated appending rows for new donations for reconciliation and reporting automations.
3.9. Monday.com
• Feature/Setting: Automate donation/grant pipeline boards with item creation via API.
3.10. Xero
• Feature/Setting: Automate transactions and receipts using the “Create Payment” API endpoint.
3.11. Donorbox
• Feature/Setting: Automator via Webhook on donation made/updated; integrate with downstream systems.
3.12. Mailchimp
• Feature/Setting: Automate email thank-you campaigns using tags/webhooks for new donors or grantors.
3.13. Slack
• Feature/Setting: Automated notifications for staff on new contributions using Incoming Webhooks.
3.14. HubSpot
• Feature/Setting: Automate contact and deal record updates via APIs for donor/grantor management.
3.15. Asana
• Feature/Setting: Automator creates follow-up/compliance tasks from each donation or grant record.
3.16. DocuSign
• Feature/Setting: Automatedly send grant contracts or donor receipts using Envelope creation/tracking API.
3.17. FreshBooks
• Feature/Setting: Automate recording and categorizing received donations via Payments API.
3.18. Trello
• Feature/Setting: Automation creates/updates donation tracking cards via REST API.
3.19. Airtable
• Feature/Setting: Automate new records using API or automations for streamlined donation listing.
3.20. Plaid
• Feature/Setting: Automated bank transaction monitoring to detect and aggregate new gifts using “Transactions” API.
3.21. Google Drive
• Feature/Setting: Automated documentation and receipt upload from donation/grant flows.
3.22. Smartsheet
• Feature/Setting: Automate updating grant milestone sheets via API when funds and reports are logged.
3.23. AWS Lambda
• Feature/Setting: Automating custom triggers to integrate with serverless donation/grant flows.
Benefits
4.2. Automator eliminates manual entry, reducing human error and improving speed.
4.3. Automated triggers keep stakeholders informed and processes transparent.
4.4. Automating financial flows frees staff to focus on advocacy, not admin.
4.5. Automatedly generates standardized reports for board and grantor review.
4.6. Automation supports continuity in donor and funder communications, boosting retention.