Fundraising, Payments, and Financial ProcessesPurpose
1.2. Enable automated scheduling, collection, confirmation, failed payment handling, and notification sequences.
1.3. Automate reconciliation, reporting, and updating membership status upon payment success or failure.
1.4. Reduce manual intervention in recurring invoicing, reminders, and book-keeping via integrations and automation.
1.5. Centralize recurring payment workflows across multiple platforms, automating cross-service communication for efficient fund management.
Trigger Conditions
2.2. Administrator creates or modifies a recurring billing schedule for a member.
2.3. Payment due date matches current date via automation scheduler.
2.4. Failed payment is detected by payment gateway (e.g., card declined, insufficient funds).
2.5. Membership renewal or recurring donation confirmation/expiry event is reached.
Platform Variants
• Feature: Subscription/Recurring Payment API.
• Configure: Automate creation of stripe.subscriptions for member plans and connect to webhook for status updates.
3.2. PayPal
• Feature: Billing Plans & Agreements API.
• Configure: Automate paypal.billing.create with schedule and subscriber info; monitor via instant payment notifications.
3.3. Square
• Feature: Subscriptions API.
• Configure: Automate square.subscriptions.create and use webhooks for renewal/failure events.
3.4. GoCardless
• Feature: Mandates & Subscriptions API.
• Configure: Automate creation of mandates/subscriptions; trigger webhook flows for payment processing events.
3.5. QuickBooks Online
• Feature: Recurring Transactions API.
• Configure: Automate quickbooks.sales.receipt.schedule and update customer records with automated flows.
3.6. Xero
• Feature: Repeating Invoices.
• Configure: Automate xero.invoice.schedule.repeat and sync payment confirmations through API.
3.7. Zoho Subscriptions
• Feature: Subscription API.
• Configure: Automate zoho.subscriptions.createSubscription for member plans and automate reminders.
3.8. Braintree
• Feature: Subscriptions API.
• Configure: Automate braintree.subscription.create and webhook automation for status changes.
3.9. Sage Intacct
• Feature: Recurring Billing Module.
• Configure: Automate recurring billing parameters and synchronize auto-payments.
3.10. Authorize.Net
• Feature: Automated Recurring Billing (ARB) API.
• Configure: Automate createSubscriptionRequest for members/donors and setup webhooks for payment results.
3.11. FreshBooks
• Feature: Recurring Invoice API.
• Configure: Automate schedule on invoices and synchronize status with automation.
3.12. Chargebee
• Feature: Subscription API.
• Configure: Automate chargebee.subscription.create for each member or donor recurring plan.
3.13. Recurly
• Feature: Subscription API.
• Configure: Automate recurly.subscriptions.create endpoint and listen for renewal/failure webhooks.
3.14. Keap (Infusionsoft)
• Feature: Billing Automation.
• Configure: Automate inbound payment triggers and schedule follow-ups for failed collections.
3.15. Donorbox
• Feature: Recurring Donation API.
• Configure: Automate donorbox.subscription.create and automate donor notifications.
3.16. Memberful
• Feature: Automated Recurring Payments.
• Configure: Automate memberful.subscriptions endpoint and automate renewal status sync.
3.17. Wild Apricot
• Feature: Automated Recurring Payments for Memberships.
• Configure: Automate wild-apricot.membership.recurringPayment and automate notifications.
3.18. Salesforce Nonprofit Cloud
• Feature: Recurring Donations API.
• Configure: Automate recurring donation creation and trigger payment events.
3.19. NetSuite
• Feature: Recurring Billing Schedules.
• Configure: Automate netsuite.billingSchedule and automate invoice creation and payment marking.
3.20. Plaid (for ACH)
• Feature: Auth & Payments API.
• Configure: Automate bank account linking and payment trigger workflows.
3.21. Razorpay
• Feature: Subscriptions API.
• Configure: Automate recurring razorpay.subscription.create for local payments.
3.22. Mollie
• Feature: Recurring Payments API.
• Configure: Automate mollie.subscription.create for European member payments.
3.23. Adyen
• Feature: Recurring Payments API.
• Configure: Automate adyen.recurring.schedule and respond to webhook triggers for renewals.
Benefits
4.2. Automatically reduces administrative workload and errors from manual entry.
4.3. Ensures automated compliance and record-keeping for non-profit transparency.
4.4. Automator improves member retention and satisfaction by automating timely reminders and receipts.
4.5. Automatable integration with accounting, CRM, and notification systems for holistic fundraising automation.
4.6. Automatedly flags and responds to failed payments, automating follow-up and support processes.
4.7. Automating analytics and reporting for transparent financial oversight and audit-readiness.