1.Catches new donation event
Integrate Donately and donation tracking tools to catch the donation payload when a gift is processed.
Add donation row to central gift tracking log
Automatically capture new donation events across Donately and Google Sheets. Create and update when new donation event, donation ID detected, or recurring gift flagged—so you can append gift rows, record reconciliation metadata, and flag recurring donations without manual reconciliation.
How this automation logs gift records in one place
When new donation events come in, scattered receipt notes slow reconciliation and risk missing stewardship actions. This automation catches donation payloads, creates standardized worksheet rows, and adds row metadata—so your team can reconcile gifts faster.
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2.Creates spreadsheet row
Integrate Google Sheets and worksheet mapping tools to create a standardized row for donor and gift fields.
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3.Adds row metadata
Integrate Google Sheets and reporting tools to write ingestion metadata to support later reconciliation.
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Explore all donation receipt management automations
Streamline donor acknowledgments with automated receipt generation, donor record updates, and finance logging
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Étape 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Étape 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Étape 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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