1.Detect new charge
Integrate Stripe and payment processing to parse the new charge payload and prepare extracted receipt fields.
Create sales receipts and donor records from payments
Automatically turn each Stripe new charge into accounting and donor records across Stripe, QuickBooks Online, Little Green Light, and Google Workspace. Create sales receipts, record fee expenses, and generate a PDF thank you letter and donor sheet rowβso you can reconcile gifts without manual paperwork.
How this automation creates receipts and keeps donor records
When new payments arrive, delayed receipts and incomplete donor records can slow acknowledgment and reconciliation. This automation parses payment details, creates QuickBooks entries, and updates donor records and thank you lettersβso your team can confirm gifts faster.
Stripeor swap with your favorite app
2.Extract contact and amounts
Integrate AI by Zapier and data mapping tools to parse the payment payload and extract contact name, email, and amounts.
AI by Zapieror swap with your favorite app
3.Create sales receipt entry
Integrate QuickBooks Online and accounting tools to find or create a customer and create a sales receipt line with amounts.
QuickBooks Onlineor swap with your favorite app
4.Record processing fee expense
Integrate QuickBooks Online and accounting tools to create an expense for processing fees linked to the same transaction date.
5.Update constituent record
Integrate Little Green Light and donor profile tools to import or update constituent details with gift amount and gift date.
Little Green Lightor swap with your favorite app
6.Generate PDF thank you letter
Integrate Google Docs and document templates to create a PDF thank you letter from your template with gift details.
Google Docsor swap with your favorite app
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Explore all donation receipt management automations
Streamline donor acknowledgments with automated receipt generation, donor record updates, and finance logging
Set up in minutes
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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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