1.Monitor new spreadsheet row
Integrate Google Sheets and spreadsheet data pipelines to detect new donation rows for creating gift records.
Create donation record and review task from spreadsheet
Automatically detect new spreadsheet donation rows across Google Sheets and DonorDock. Create and link gift records, assign finance review tasks, and tag gifts for reportingβso you can reduce reconciliation follow-up without manual data entry.
How this automation speeds up donation reconciliation
When new donation rows appear in a spreadsheet, delays can leave gifts unrecorded and deposits harder to match. This automation creates gift records and review tasks in DonorDock, then adds context fieldsβso your team can reconcile faster.
Google Sheetsor swap with your favorite app
2.Create gift from mapped fields
Integrate DonorDock and donor record systems to map amounts, dates, and donor email into a new gift record.
DonorDockor swap with your favorite app
3.Create linked review activity
Integrate DonorDock and task workflows to create a finance review task linked to the new gift ID.
4.Add tracking context fields
Integrate DonorDock and reporting tags to add tracking codes or campaign names to the gift for review.
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Streamline donor acknowledgments with automated receipt generation, donor record updates, and finance logging
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Step 1
Connect your tools
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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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