Financial Management and ReportingPurpose
1.2. Enable automated issuing of digital receipts to sponsors, streamlining the acknowledgment process.
1.3. Ensure accurate, traceable, and automatically reconciled financial records for reporting and audit.
1.4. Provide seamless automated communication between sponsors, club finance officers, and management.
1.5. Enable scalable, multi-source sponsorship payment automation across diverse payment platforms.
1.6. Support automating compliance with tax and donation acknowledgment requirements.
1.7. Enable automated notification, escalation, and follow-up flows for incomplete or failed payments.
Trigger Conditions
2.2. Trigger automation on receipt of funds in specified payment gateway accounts.
2.3. Automate on upload/detection of signed sponsorship agreements.
2.4. Trigger automated process on scheduled or ad-hoc sponsorship campaigns launch.
2.5. Automate based on periodic reconciliations or detection of outstanding sponsorship balances.
Platform Variants
• API: automate with "PaymentIntent" webhook trigger and "Receipts" email API; sample: configure PaymentIntent.succeeded event.
3.2. PayPal
• Feature: automate with IPN (Instant Payment Notification); configure IPN listener for completed payments.
3.3. Square
• API: automate using "Payments" endpoint with event subscription; set webhook for payment.updated.
3.4. GoCardless
• API: automate Direct Debit payment collection with "Mandate" and "Payment Created" webhooks.
3.5. QuickBooks
• Feature: automate "Create Invoice" and "Record Payment" endpoints; setup "Sales Receipt" creation API.
3.6. Xero
• API: automate "Receipts" with "Payment Created" event and "Email Receipt" API.
3.7. Zoho Books
• API: automate with "Customer Payment Created" webhook; configure auto-receipt email feature.
3.8. Sage Intacct
• API: automate with "AR Payment" object; setup API call on new payment and trigger receipt email.
3.9. SendGrid
• API: automate transactional receipt emails with "Mail Send" endpoint; use templates for automated receipts.
3.10. Mailgun
• API: automate receipts using "Messages" API; trigger based on payment event webhook.
3.11. DocuSign
• API: automate sending digital receipts via "Envelope" creation with automated PDF templates.
3.12. FreshBooks
• API: automate with "Payment Entry" webhook; send automated receipt through "Email Invoice" endpoint.
3.13. Pabbly
• Feature: automate payment confirmation with Webhooks; configure email automation.
3.14. Mollie
• API: automate using "Payments Webhook" with automated PDF receipt generation and emailing.
3.15. WooCommerce
• Feature: automate "Order Paid" trigger; send custom automated receipts to sponsors.
3.16. Shopify
• Feature: automate "Order Payment" webhook; customize automated sponsorship receipt emails.
3.17. Salesforce
• Feature: automate via "Process Builder" or "Flow" for Payment Received event; trigger custom receipt process.
3.18. HubSpot
• Feature: automate workflow for "Payment Received" property update; use automated email action for receipts.
3.19. Slack
• API: automate sponsor payment notifications to finance team with "Incoming Webhook".
3.20. Microsoft Power Automate
• Feature: automate triggers for payment collection and receipt generation across APIs listed above.
3.21. Google Sheets
• Feature: automate log of sponsor payments; use Apps Script to send automated receipts via Gmail.
3.22. Gmail
• API: automate with "Send Email" to issue receipts triggered by payment confirmation.
Benefits
4.2. Reduces risk of human error via automated checks and automated reconciliation.
4.3. Enables automated compliance tracking and easy audit trails.
4.4. Automates communication, improving sponsor experience with timely receipts.
4.5. Empowers rapid scaling by automating repetitive payment-collection tasks.
4.6. Supports multi-platform automating, boosting financial agility for ice hockey clubs.
4.7. Enables monitoring and escalation by automating notification for missed/failed sponsorship payments.