1.Monitor new donation events
Integrate Double and donation checkout tools to capture donation reference, amount, currency, donation date, and payment method to log a new receipt record.
Create donation payment log record in your CRM
Automatically monitor new donation events across Double and Salesforce. Create and update payment log records when donation reference arrives or amount meets your minimum or comments get capturedβso you can log giving accurately, link donors, and reconcile receipts without manual reconciliation.
How this automation protects your donation receipt audit trail
When a new donation is submitted, delayed entry can break reconciliation and stewardship workflows. This automation monitors donation events and creates CRM payment log records and links donor contactsβso your team can reconcile giving faster without chasing missing receipt details.
Doubleor swap with your favorite app
2.Find donor contact record
Integrate Salesforce and CRM contact search tools to match by donation reference or donor email to locate the right contact ID.
Salesforceor swap with your favorite app
3.Create payment and log record
Integrate Salesforce and CRM logging tools to create payment log records, map donation fields, and save audit notes to finalize receipt tracking.
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Explore all donation receipt management automations
Streamline donor acknowledgments with automated receipt generation, donor record updates, and finance logging
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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