Member & Visitor ManagementPurpose
1.2. Automates data aggregation from check-ins, events, forms, and registrations.
1.3. Supports compliance, growth tracking, and targeted ministry initiatives.
1.4. Automates visualization and secure sharing of demographic insights for pastoral planning.
Trigger Conditions
2.2. Form completion (e.g., event, baptism, outreach) in digital tools.
2.3. Scheduled timing (daily/weekly/monthly).
2.4. Manual trigger via dashboard button.
Platform Variants
• API: People API—endpoint “List people”, automate data pulls using filters for age, gender, family, etc.
3.2. Church Community Builder
• API: Individual Profile API—configure to auto-fetch demographic fields.
3.3. Fellowship One
• API: People Search API—automate batch reports by group or tag.
3.4. Breeze ChMS
• API: People & Reports endpoints—set up scheduled exports of demographic attributes.
3.5. Rock RMS
• REST API: People/Groups endpoints—configure automator to trigger demographic report jobs.
3.6. Pushpay
• Data Export Automation—set periodic automation for member/visitor extract.
3.7. Elvanto
• API: People endpoint—periodically automate download of filtered lists.
3.8. Tithe.ly
• Data API: “People List” export—automate demographic segment output.
3.9. Zoho Creator
• Feature: Scheduled Workflow—automate report generation from church event forms.
3.10. Microsoft Power Automate
• Connector: SharePoint/Excel—automate extraction and routing of visitor/member data.
3.11. Airtable
• Automation: Scheduled script to fetch, calculate, and email demographic stats.
3.12. Salesforce Nonprofit Cloud
• Report Automation: schedule demographic dashboard refresh via Flow Builder.
3.13. Google Sheets
• Apps Script: timed trigger—automates parsing and visualizing imported ChMS data.
3.14. Mailchimp
• API: List/Audience stats—auto-fetch demographic details for communications planning.
3.15. Eventbrite
• API: Attendee export—automate attendance/demographics report into church records.
3.16. Gravity Forms (WordPress)
• Webhook: instant automation to Google Sheets/Power BI for demographic dashboarding.
3.17. SurveyMonkey
• API: Survey Data export—automate demographic drill-downs post ministry feedback.
3.18. Power BI
• API: Data Refresh endpoint—automatedly updates calvary demographic dashboards.
3.19. Tableau Server
• REST API: Schedule extract/refresh of demographic data sources.
3.20. Slack
• Incoming Webhook: post automated demographic summaries to leadership channels.
Benefits
4.2. Automated delivery ensures leadership has the latest demographic metrics any time.
4.3. Automation enhances engagement strategies by surfacing actionable insights from membership trends.
4.4. Automator workflows free up church administrative staff to focus on ministry, not manual reporting tasks.
4.5. Automatedly ensures consistency, compliance, and privacy in sensitive data handling.