1.Detects new order.created
Integrate WooCommerce and order data to capture billing fields, totals, and line items for donor-ready processing.
Create donor records from new eCard orders daily
Automatically monitor new orders from WooCommerce and route donor-ready details across EveryAction for daily batch reconciliation. Create and update donor records, format eCard contributor notes, and assign contributions to the right financial batch when new order created, eCard line items added, or billing details submittedβso you can reconcile faster without manual paperwork.
How this automation creates donor records from new orders
When WooCommerce order.created events arrive, manual cleanup can delay same-day reconciliation. This automation formats eCard contributor notes and updates EveryAction person and contribution recordsβso your team can reconcile daily without paperwork.
WooCommerceor swap with your favorite app
2.Maps eCard line items to notes
Integrate Code by Zapier and data transforms to map line items into a formatted eCard contributor note for each order.
Code by Zapieror swap with your favorite app
3.Builds batchDate from order date
Integrate Code by Zapier and date logic to convert the order date into a batchDate string for batch lookup.
4.Finds or creates financial batch
Integrate EveryAction and CRM search tools to find the financial batch by batchDate and return the batch ID.
EveryActionor swap with your favorite app
5.Creates or updates person and contribution
Integrate EveryAction and contact management tools to create or update a person and contribution, then assign the batch ID.
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Strengthen donor relationships with automated record updates, gift tracking, and follow-up outreach
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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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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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