1.Monitors recurring donation success
Integrate Harness to capture the new recurring donation payload and to route the event for receipting.
Create donation records from recurring gifts for stewardship
Automatically capture recurring donation events across Harness and your donor systems. Create and update donation records when recurring success fires, new recurring donation arrives, or recurring payload includes amountβso you can normalize amounts, match donors, and save campaign tagged receipts without manual receipting.
How this automation records recurring gifts for timely receipts
When recurring success donations come in, delays can break stewardship timing and create receipting gaps. This automation normalizes amounts and finds or updates donors and creates donation records with campaign tagsβso your team can receipt gifts faster.
Harnessor swap with your favorite app
2.Converts cents to currency amount
Integrate Formatter by Zapier to convert donation amount in cents into a calculated currency amount.
Formatter by Zapieror swap with your favorite app
3.Searches for matching donor
Integrate Webhooks by Zapier to find a donor by email and contact fields and continue only for qualifying records.
Webhooks by Zapieror swap with your favorite app
4.Creates or updates donor and donation
Integrate Webhooks by Zapier to create or update donor records and save the donation with date and campaign tag.
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Streamline donor acknowledgments with automated receipt generation, donor record updates, and finance logging
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