Create CRM order and payment from donation submissions
Create CRM order and payment from donation submissions
Your donations that don't create CRM orders cause reconciliation gaps and slow donor follow-up. Capture contact, order, and payment records so finance staff reconcile donations same day.
Overview
When donation submissions miss the CRM, reconciliation and donor acknowledgment slow down and become noisy. This flow writes each qualifying donation as a contact, order, and payment so finance and program coordinators can reconcile and acknowledge donors reliably, same day.