Fundraising & Donor ManagementPurpose
1.2. Automating the capture, scheduling, processing, and follow-up of regular donor contributions across digital payment platforms while syncing with CRM and finance systems.
1.3. Enable detailed automated tracking of recurring donations, automate donor receipts, provide automated periodical acknowledgments, and facilitate automated membership updates linked to giving levels.
1.4. Reduce manual intervention, automate compliance, and automate integration with reporting software for transparent donor management.
Trigger Conditions
2.2. Payment platform signals successful/failed automated payment.
2.3. Pre-set interval reminders for recurring payment attempts or expiring payment credentials.
2.4. Milestone events (e.g., annual donor anniversary, donation threshold met).
Platform Variants
• Feature/Setting: Automate Stripe Subscriptions API for recurring charge creation and webhook for payment status.
• Sample: Configure recurringPayments.create and webhook.payment_succeeded.
3.2. PayPal
• Feature/Setting: Automate PayPal Subscriptions API, automating renewal cycles and failed payment notifications.
• Sample: Use v1/billing/subscriptions and webhook for PAYMENT.SALE.COMPLETED.
3.3. Donorbox
• Feature/Setting: Automate Donorbox API Donation Webhooks for instant trigger and CRM sync.
• Sample: Set up /api/v1/webhooks/ for recurring donors.
3.4. Salesforce
• Feature/Setting: Automate Nonprofit Success Pack recurring donations object, and automate record creation/update through REST API.
• Sample: Use sobjects/RecurringDonation and Upsert actions.
3.5. Blackbaud Raiser’s Edge NXT
• Feature/Setting: Automate Gift API for recurring gift schedule and automate webhook for donation success.
• Sample: Configure Gifts endpoint POST and webhook subscription.
3.6. Mailchimp
• Feature/Setting: Automate contact list segmentation and campaign triggers when repeat donors detected.
• Sample: Configure Automations for donor tags and recurring donor journey.
3.7. QuickBooks
• Feature/Setting: Automate invoice and receipt generation for recurring transactions via QuickBooks API.
• Sample: Setup /v3/company/invoice and automated mailers.
3.8. HubSpot CRM
• Feature/Setting: Automate donor list updates; trigger personalized workflows on new automated recurring payments.
• Sample: Use Contact Lists and Workflow Automation APIs.
3.9. Zoho CRM
• Feature/Setting: Automate Recurring Donations module and sync payment status via API.
• Sample: Activate Automations in CRM and webhook integration.
3.10. Microsoft Power Automate
• Feature/Setting: Automate flow for new payment triggers, donor notifications, updating SharePoint lists.
• Sample: Build Automated Cloud Flow triggered by payment webhook.
3.11. GoCardless
• Feature/Setting: Automate Direct Debit mandate and recurring transaction setup via GoCardless API.
• Sample: Use Payments endpoint and webhook handlers.
3.12. GiveWP
• Feature/Setting: Automate Donor Management integrations, receipt generation, recurring donation triggers.
• Sample: API and Webhooks for recurring_donation.created.
3.13. Razorpay
• Feature/Setting: Automate Subscription API for recurring transactions and payment webhooks.
• Sample: Setup Subscriptions and use payment.captured webhook.
3.14. Slack
• Feature/Setting: Automate team notifications for large or failed automated donation attempts via Incoming Webhooks.
• Sample: Configure custom alert workflows.
3.15. Google Sheets
• Feature/Setting: Automate entry creation and update for each recurring donation using Sheets API.
• Sample: Use sheets.spreadsheets.values.append for automated logging.
3.16. Monday.com
• Feature/Setting: Automate recurring donor task creation and tracking with API.
• Sample: Use create_item and automation triggers.
3.17. Zapier
• Feature/Setting: Automate integrations across donor forms, emails, and financial tools for donations.
• Sample: Set zap to multistep recurring donor journey.
3.18. FreshBooks
• Feature/Setting: Automate invoice generation and payment reconciliation for repeat donors.
• Sample: APIs for recurring_invoice.create and payment.webhook.
3.19. Typeform
• Feature/Setting: Automate submission capture and route data to donation platforms via Typeform APIs.
• Sample: Webhooks for new entry trigger.
3.20. Marketo
• Feature/Setting: Automate nurturing campaigns for recurring donors and trigger actions on payment signals.
• Sample: Campaign Triggers API and custom field updates.
Benefits
4.2. Higher operational efficiency by automating payment processing, receipts, and finance integration.
4.3. Enhanced donor experience through personalized, automated communication workflows.
4.4. Reduction of errors with automated process validation and payment retries.
4.5. Improved reporting and transparency by automatedly syncing all recurring donations with CRM and accounting platforms.