1.Captures completed order payload
Integrate Elective to capture order completion details and map transaction and customer fields to order and contact records.
Add successful purchases to donor CRM and ledger
Automatically capture order completion events across Elective, Slack, Google Sheets, Hyros, and LeadConnector. Create and update stewardship records when payment completes, order closes, or transaction postsβso you can keep a sales log, attribute conversions, and update contacts without manual reconciliation.
How this automation protects your purchase records
When order completion events arrive in multiple systems, delays can break stewardship timing and create reconciliation work. This automation captures order completion details, alerts your team, and logs purchases and attributionβso your team can act faster with an auditable record.
Electiveor swap with your favorite app
2.Alerts the team in Slack
Integrate Slack and messaging tools to send a concise order summary to your team channel for same-day context.
Slackor swap with your favorite app
3.Creates row in ledger worksheet
Integrate Google Sheets and ledger workflows to create an auditable sales log row from purchase summary fields.
Google Sheetsor swap with your favorite app
4.Creates attribution order record
Integrate Hyros and conversion reporting tools to create an attribution record for ad and conversion reporting.
Hyrosor swap with your favorite app
5.Adds or updates donor contact
Integrate LeadConnector and CRM tagging to match a contact, add a successful payment tag, and append a payment note.
LeadConnectoror swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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