Purpose
1. Automate the synchronisation of member updates—new enrollments, profile changes, departures—across all church management systems (ChMS) for operational efficiency, accuracy, real-time community insight, seamless cross-system data, and policy compliance in Presbyterian church environments.
2. Automating ensures up-to-date records for pastoral care, event planning, communication, and committee memberships without manual data entry.
3. Automatedly enables instant notification, streamlines reporting, and centralizes member data, supporting group segmentation, donation tracking, and personalized outreach.
Trigger Conditions
1. New member joins or is registered in any platform.
2. Member profile—contact, address, demographics—updated or modified.
3. Member is deactivated, resigned, or moved to another congregation.
4. Administrative approval or automated batch operation triggers data push.
5. Import/export events scheduled in a workflow.
6. API signal or webhook from external subscription/form source.
Platform Variants
1. Church Community Builder (CCB)
- API Endpoint: `/api/individuals/is_individual_exist` for checking/updating member record.
- Automated member sync via webhook on 'People' updates.
2. FellowshipOne
- Feature: Member Update API; configure `PUT /v1/people/{id}` to automate data updates.
- Sample: Automate trigger from form fills to update person's info.
3. Planning Center
- API: `/people/v2/people` automate member record changes via webhook subscription.
- Setting: Enable webhook “Person updated” for real-time sync.
4. Breeze ChMS
- Feature: “People API”; automate `PATCH /people/{id}` to update member fields.
- Automating push-pull workflows with form or import triggers.
5. Elvanto
- API: People update endpoint with webhook on `person.updated`; automate batch changes.
- Setting: Custom trigger when new membership status is set.
6. Rock RMS
- Function: Webhook on “Person Attribute Change” event; automate `PUT /api/People/{id}`.
- Sample: Set job to run nightly member data synchronisation.
7. ACS Technologies
- API: People Data Service; automate updates with `PUT Members/{id}` on change event.
- Schedule automation for hourly synchronisation.
8. Servant Keeper
- Integration: Zapier direct to SK cloud endpoint; automate with "new person" or "person updated" triggers.
- API usage for automatedly updating relevant fields.
9. Pushpay
- API: Update Person endpoint and automate data flow with webhook triggers.
- Configure event-driven automation for instant data synchronisation.
10. Realm by ACS
- API: Members update endpoint; automate via webhook “On Member Added”.
- Schedule batch automation and approval triggers.
11. DonorPerfect
- Function: Constituent Update API and automated import from cloud directory.
- Trigger via webhook on member data change.
12. ShelbyNext
- Setting: Automated Import/Export jobs for People module; API for member changes.
- Trigger from admin dashboard changes.
13. Faith Teams
- API: Update Member endpoint, automate records with 'Person Changed' webhooks.
- Scheduled data sync for all member changes.
14. Blackbaud Church Management
- API: `PATCH /v1/people/{id}` to automate member update.
- Set scheduled automation for daily or on update.
15. Zoho Creator
- Feature: Server-side workflow; configure “On Form Submission” automation to ChMS API.
- Use `POST` API with member object.
16. Google Sheets
- Action: Google Apps Script automation to sync updated rows to ChMS using REST API.
- Trigger: OnEdit or OnChange.
17. Airtable
- Feature: Airtable Automations with webhook to ChMS “Member Updated” endpoint.
- Trigger: Record update or new entry.
18. Microsoft Power Automate
- Flow: Automated cloud flow; trigger from new/updated row in an Excel sheet or form, action is ChMS API call.
- Automator for bulk member changes.
19. Mailchimp
- Feature: Automatedly sync Mailchimp contact fields to ChMS via webhook/API on tag or list update.
- Trigger: New subscriber or profile update.
20. Slack
- App: Automate “/slash command” to capture member update and send to ChMS API.
- Workflow Builder to automate data collect and push.
Benefits
1. Automates error-free, real-time member data flow for a unified congregational record.
2. Eliminates double-entry and manual updates, reducing staff workload.
3. Boosts data integrity and automating compliance for committee, group, and pastoral records.
4. Automates onboarding, departure, or group allocation notifications for instant follow-up.
5. Enables automatable monthly, weekly, or real-time reporting for leadership and community segments.
6. Supports automated, centralized insight for ministry needs, trends, and resource planning.
7. Promotes rapid, automated adaptation to diverse administrative or spiritual requirements across the organization.