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Real-time sponsorship status dashboard updates

Purpose

  1.1. Automate real-time updates of child sponsorship statuses for stakeholders, staff, and sponsors in orphanage programs.
  1.2. Automates the detection and dissemination of changes in child sponsorship (e.g., new sponsors, payment received, sponsorship ended).
  1.3. Enables automated visibility into funding gaps, current support levels, and urgent sponsorship needs via live dashboard.
  1.4. Ensures sponsors receive automated notifications and acknowledgments upon status changes.
  1.5. Drives efficiency by automating manual updates and minimizing errors.

Trigger Conditions

  2.1. Automate triggers on sponsorship status changes (approved, pending, cancelled) in the orphanage CRM.
  2.2. Automate triggers when a donation is completed or fails via payment gateway.
  2.3. Automator triggers for periodic data refreshes (e.g., hourly sync from fundraising tools).
  2.4. API event hooks when a child’s profile is updated in the record system.
  2.5. Automated fetch of sponsor communications flagged as requiring status update.

Platform variants

  3.1. Salesforce
   • Feature/Setting: Automate "Platform Events" for real-time CRM record changes. Configure Process Builder to push sponsorship update events to dashboard integrations.
  3.2. Zapier
   • Feature/Setting: Automate "Zap" using Orphan Sponsorship App as source, Google Sheets/Excel as target. Configure trigger on "New Sponsorship" event.
  3.3. Microsoft Power Automate
   • Feature/Setting: "Scheduled Flow" and "Instant Cloud Flow" for CRM changes to update Power BI dashboards automatically.
  3.4. Google Sheets API
   • Feature/Setting: Automate the Sheets API "Update Cell" endpoint triggered by new sponsorship entry, allowing real-time dashboard update.
  3.5. Tableau
   • Feature/Setting: Automate Dashboard Data Refresh via Tableau REST API and Webhooks configured for sponsor record updates.
  3.6. Airtable
   • Feature/Setting: Automate "Airtable Automations" to monitor status fields, triggering update requests to dashboard when changed.
  3.7. Trello
   • Feature/Setting: Automate "Butler" with rules that move/update sponsorship cards into dashboards upon field change event.
  3.8. Slack
   • Feature/Setting: Automate "Incoming Webhooks" to send live notifications to Slack dashboard channels upon sponsorship status modifications.
  3.9. Notion
   • Feature/Setting: Automate "API integration" to patch sponsor status blocks for real-time dashboards.
  3.10. Monday.com
   • Feature/Setting: Automate "Automations Center" to update board and dashboard widgets on status change events.
  3.11. Google Data Studio
   • Feature/Setting: Automate data source sync using "Community Connectors" for live sponsorship data updates.
  3.12. Power BI
   • Feature/Setting: Automate "REST API Push Dataset" to append new sponsorship data in real time to dashboards.
  3.13. Asana
   • Feature/Setting: Automate "Rules" to update sponsorship tracking projects and connected dashboards.
  3.14. ClickUp
   • Feature/Setting: Automate "Automations" for status change to update child sponsorship widgets.
  3.15. Intercom
   • Feature/Setting: Automate "Webhooks" on user event to trigger dashboard updates.
  3.16. HubSpot
   • Feature/Setting: Automate "Workflows" for sponsor contact property change to notify dashboard via API.
  3.17. Stripe
   • Feature/Setting: Automate "Webhook Events" (checkout.session.completed) to trigger dashboard refresh for payment confirmation.
  3.18. Pipedrive
   • Feature/Setting: Automate "Activity" and "Deal" update Webhooks to inform dashboard of sponsorship progress.
  3.19. Smartsheet
   • Feature/Setting: Automate "Data Connector" to feed changes directly to sponsorship status dashboards.
  3.20. Twilio SMS
   • Feature/Setting: Automate "Programmable Messaging" to alert staff and stakeholders when dashboards update in real time.

Benefits

  4.1. Save time and minimize errors with automated, accurate real-time sponsorship dashboards.
  4.2. Automates multi-channel instant visibility for sponsors, staff, and admins.
  4.3. Enhances sponsor engagement and timely support by automating status communications.
  4.4. Frees up resources by automating repetitive dashboard update work.
  4.5. Provides reliable, always up-to-date insights for strategic orphanage program management and funding.

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