Tracking and summarizing donations in regular reports

Purpose

1.1. Automate donation tracking and generate regular, consolidated reports for amateur theater groups, ensuring transparency, donor management, compliance, financial analysis, and simplified board communications.
1.2. Aggregate donation data from multiple sources, categorize by campaign, donor, or event, and distribute summaries to stakeholders at scheduled intervals.

Trigger Conditions

2.1. New donation logged in payment gateway or CRM.
2.2. End of reporting period (e.g., weekly, monthly) reached.
2.3. Receipt of donation confirmation email.
2.4. File added/updated in donation spreadsheet.
2.5. Manual trigger by finance/admin team for ad hoc reports.

Platform Variants

3.1. Stripe
• API: Events webhook — Trigger on 'payment_intent.succeeded' event; configure webhook endpoint to send data for report generation.
3.2. PayPal
• API: Instant Payment Notification (IPN) — Setup IPN URL to forward transaction details for aggregation.
3.3. Square
• API: Transactions API — Fetch completed payments; schedule daily/weekly data pulls for reporting.
3.4. Donorbox
• API: Webhooks/Event notifications — Configure webhook for 'successful donation' events; data flows into reporting.
3.5. Salesforce
• Feature: Reports & Dashboards API — Automate data exports from nonprofit/donation objects on schedule.
3.6. QuickBooks
• API: Reports endpoint — Run and fetch custom donation summary reports on schedule.
3.7. Google Sheets
• Feature: OnEdit trigger & Sheets API — On new row, process donation entry and append to cumulative report.
3.8. Mailchimp
• API: Campaign Reports — Trigger at campaign end to include donation-response statistics.
3.9. SendGrid
• API: Event Webhook & Email API — Listen for incoming donation confirmations; email summary reports to board.
3.10. Zoho CRM
• API: Functions/Webhooks — Trigger on new or updated donation record; automate entry into report workflow.
3.11. Airtable
• Feature: On record addition; base automation — Aggregate donations, trigger summary email/send PDF.
3.12. Eventbrite
• API: Order Webhooks — Capture ticket/donation transactions, send to dashboard for summary inclusion.
3.13. Slack
• Feature: Incoming Webhooks — Send real-time or batched summary notifications to finance/admin channel.
3.14. Xero
• API: Reports endpoint — Retrieve donation/ticket revenue data in scheduled intervals.
3.15. Microsoft Excel Online
• Feature: Office Scripts Power Automate flow — Extract donation data on save, automate summary update.
3.16. HubSpot
• API: Workflow automation — On donation property update, aggregate and send to reporting module.
3.17. Monday.com
• Feature: Automation recipes/Webhooks — When donation item status changes, append data to summary board.
3.18. Pipedrive
• API: Custom Fields & Automation — On new donation deal, aggregate for regular board report.
3.19. Trello
• Feature: Butler Power-Up — Move donation cards to ‘Reported’ list; trigger summary after set number of entries.
3.20. Dropbox
• API: File Event Webhooks — On new donation statement uploaded, extract data and update central report.
3.21. FreshBooks
• API: Payments endpoint — Fetch donation payments, integrate into financial reports.
3.22. Notion
• Feature: Database updates — When donation database updated, automation runs to summarize for reporting.

Benefits

4.1. Eliminates manual compilation; improves accuracy and timeliness of reports.
4.2. Centralizes data from diverse donation/financial sources for transparency and compliance.
4.3. Allows proactive board and donor updates, enhancing trust and engagement.
4.4. Frees staff to focus on mission-critical creative and community outreach efforts.
4.5. Provides data-driven insights to identify fundraising trends and opportunities.