Financial ManagementPurpose
1.2. Streamline collection, status updates, documentation, deadlines, and reminders for multiple stakeholders.
1.3. Integrate government and NGO grant portals, internal finance systems, and member communications.
1.4. Auto-notify applicants and management of progress, required actions, and document expiries.
1.5. Maintain multi-level approval workflow records and reporting for compliance and audits.
Trigger Conditions
2.2. Status updates posted by funding agencies on portal/API.
2.3. Deadline reminders or document expiry thresholds met.
2.4. Receipt of correspondence regarding application progress.
2.5. Internal review completion or escalation events.
Platform Variants
3.1. Salesforce
• API: REST API / Process Builder – auto-create case on new grant submission.
• Configure: Trigger by new record in "Grant Applications" object.
3.2. Microsoft Power Automate
• Connector: SharePoint / Outlook – listen for new forms or emails, update tracked item.
• Configure: Flow triggered by SharePoint list entry or Outlook email with subject "grant application."
3.3. Zapier
• App Events: "New Google Form Response" + "Update Airtable Record."
• Configure: Trigger zap on form answer, update Airtable status field.
3.4. Google Workspace
• Apps Script: OnFormSubmit + Calendar Events.
• Configure: Script triggers on submission, posts calendar reminders for deadlines.
3.5. Trello
• Automation: Card Created + Due Date Reminder.
• Configure: Create card for each incoming grant, due date for report follow-up.
3.6. Airtable
• Automations: "When record matches conditions" (status = 'submitted').
• Configure: Auto-email applicant on status change, link document URLs.
3.7. Slack
• API: Incoming Webhook + Workflow Builder.
• Configure: Notify "Finance" channel on status updates or pending approvals.
3.8. Twilio
• API: Programmable SMS – send status texts to applicants.
• Configure: Webhook sends SMS on application update events.
3.9. SendGrid
• API: Transactional Email.
• Configure: Email “Status Update” on each workflow change.
3.10. DocuSign
• API: Envelopes:create – trigger digital signature requests for grant documentation.
• Configure: Send signature requests when internal review complete.
3.11. Asana
• API: Tasks:create – generate task for each grant submission.
• Configure: Due dates and follower assignment for finance team review.
3.12. Monday.com
• Integration: New Item Created / Change Column Value.
• Configure: Board columns auto-update with each status received via API/webhook.
3.13. HubSpot
• Workflow: Ticket pipeline triggers on new application email.
• Configure: Automated stage forwarding by staff input or email action.
3.14. Microsoft Teams
• Power Automate: Post message to channel on grant update.
• Configure: “Grant Tracker” channel receives adaptive cards per status event.
3.15. Dropbox
• App: File Request + API notifications.
• Configure: Auto-collect supporting docs, alert staff on uploads.
3.16. Box
• API: Event triggers – track grant application folders, notify stakeholders on file changes.
• Configure: Notify reviewer on new/updated file for an application.
3.17. Notion
• Integration: Database entry automation.
• Configure: New page created for each grant, deadline reminder via in-app calendar.
3.18. ClickUp
• API: Task automation on grant submission form completion.
• Configure: Task auto-assigned to finance review with checklist.
3.19. Zendesk
• Trigger: Ticket created from application inquiry, automate status replies.
• Configure: Send auto-response and tag grant inquiry tickets.
3.20. SAP
• API: Workflow trigger on new vendor/applicant entered.
• Configure: Financial data and compliance check run automatically.
Benefits
4.2. Ensures all stakeholders receive timely, consistent notifications on deadlines and statuses.
4.3. Supports compliance through centralized, timestamped documentation and audit history.
4.4. Increases transparency, accountability, and efficiency across membership and finance teams.
4.5. Integrates data from disparate sources to provide real-time dashboards and reporting.